Experience

CMB International

• Hong Kong
• Financial Services
• 200 - 300 Employee

• Vice President, Private Equity

  • Jun 2018 - Present

  * Responsible for making and managing investments of Fintech and Blockchain Private Equity Funds, including deal sourcing, analyzing companies and investment structuring. * Designed and structured the CMBI token management system and structure for the Blockchain Funds, in order to safeguard the assets and streamline the distribution process. * Conducted deep analysis of multiple sectors to identify current competitive landscape and future potential, including SaaS/PaaS, Robotic Process Automation, AI investment advisor, DeFi etc. Show less



China Merchants Bank

• China
• Banking
• 700 & Above Employee

• Analyst, Private Banking

  • Sep 2014 - Jun 2018

  * Worked to provide advice and support to Private Banking clients regarding their wealth management, tax planning and other overseas planning. * Examined the infrastructure and regulatory requirements for the branch to open its Private Bank, through working with consultants, lawyers and state regulators, successfully launched the Private Bank in April 2016. * Conducted research on the demand and suitability of a range of investment products for our clients, including stocks, fixed income investment as well as MoM and FoF, covering in both Chinese and US markets. * Led multiple negotiations with outside vendors to discuss how to form partnerships, including possible methods such as private labelling, networking arrangements and joint venture corporations. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst, European Sovereign Bonds and Derivative Trading

  • Jun 2012 - Aug 2012

  * Developed an Excel tool that calculated the CDS upfront cost adjustment due to different Credit Support Annex (CSA), and created a database searcher for clients' CSAs, which helped the team transition into Differential Discounting * Produced daily risk overviews to see the cumulative CDS exposure for each sovereign and underlying currency * Researched and analysed the trading patterns for the German Bund at the month end period and Italian BTP around the auction dates to datemine various strategies to maximuse returns and hit ratios * Finished the 1st out of 63 interns in the J.P. Morgan Intern Trading Game with a 10.01% return Show less



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Spring Intern

  • Apr 2011 - Apr 2011

  * Shadowed at the Liquidity Management Trading desk and Financial Institution Group in IBD * Participated in a virtual trading competition and had to react readily to positions, risks and client calls * Shadowed at the Liquidity Management Trading desk and Financial Institution Group in IBD * Participated in a virtual trading competition and had to react readily to positions, risks and client calls



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Spring Intern

  • Mar 2011 - Apr 2011

  * Collaborated on an M&A team simulation, research project and developed my analytical and presentational skills * Collaborated on an M&A team simulation, research project and developed my analytical and presentational skills