Bio
Credentials
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CFA
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Experience
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Hong Kong
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Financial Services
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1 - 100 Employee
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FICC - Director
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Nov 2020 - Present
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FICC - Vice President
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May 2019 - Nov 2020
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FICC - Associate
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Oct 2016 - May 2019
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Hong Kong
Deal originator for FI China in off shore bond sector.
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Senior Treasury Manager
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Mar 2016 - Sep 2016
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Treasury Manager
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Nov 2013 - Mar 2016
- Manage more than ¥20B bond and credit facilities,including MTN, CP, CB, revolving credit, term loans, committed facilities, letters of credit. Review facilities and identify opportunities to reduce costs. - Provide support in financing for allocated acquisition projects and in the financial management of subsidiaries and joint ventures. Negotiate Term Sheets and Credit Agreement with financial institutions. Summarize and present financing structures for approval.- Assist the management of the Group's relationships with credit rating agencies, including the analysis and preparation of financial and operational data, as well as meetings and discussions with agencies. - Assist in maintaining positive relationships with local and international banks to ensure continuity of financial resources. - Maintain accurate record and make scheduled report of credit facilities in coordination with appropriate departments (Legal; audit; accounting, etc.)
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Wallstreetcn.com
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Shanghai City, China
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Freelance Writer
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Jul 2012 - Jul 2014
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Shanghai City, China
- Synthesize and translate the world economy, finance report. - Write the world market comment.
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China Guangfa Bank
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Shanghai City, China
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Global Markets- Precious Metal Analyst
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Jul 2012 - Oct 2013
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Shanghai City, China
- Analyze and research the Precious Metal, FX and Commodities . Provide advice on the trading.
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Bank of China International
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Shanghai City, China
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Institutional Sales Intern
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Feb 2012 - Jun 2012
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Shanghai City, China
-Maintained and buil t the business relationship with assigned accounts. Coordinate d the firm’s resources to serve clients -Worked closely with client’s investment and research personnel. Presented research services and advising clients on investment opportunities.
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Education
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2019 - 2021Fudan University
Master of Business Administration - MBA, Fanhai International School of Finance -
2008 - 2012Fudan University
Bachelor of Arts (B.A.), International Finance
Suggested Services
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Industry Focus. “Financial Services”
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