Lynn Li
Head of Financial Institutions at Panda Remit- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA)
CFA InstituteAug, 2018- Oct, 2024 -
IELTS
英国文化协会Nov, 2016- Oct, 2024 -
GMAT
GMACJan, 2017- Oct, 2024
Experience
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Panda Remit
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Singapore
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Financial Services
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1 - 100 Employee
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Head of Financial Institutions
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May 2021 - Present
Headed a team of five, participate in the innovative transformation from a strategic perspective： • Establish Global Payment Infrastructure network in over 120+ countries; Work closely with major banks including Goldman Sachs, HSBC, Citi in transaction banking and FX markets services. • Lead Card Issuance program; Accomplish MasterCard membership application; Balance cost and performance, compare and appoint suppliers such as data processors and card manufacturer; Link product team and external partner across communication, commercial and integration process. • Customize international merchant with payment solutions, covered food delivery, KOL, gaming, block chain Industry. Show less
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幻方AI
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China
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Investment Management
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1 - 100 Employee
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Institutional Project manager
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Sep 2019 - Apr 2021
Charge 27 Direct investment project, including security company, asset management firms, private equity, future company etc; involved in 3 banking subsidiary solution designing; 11 proxy sales program;3 times system integration. Align institution clients demand with various PE product; Motivated due diligence, legal agreement, road show, sales training, fund arrangement; Communicate with multiple teams to push the project close deal. Charge 27 Direct investment project, including security company, asset management firms, private equity, future company etc; involved in 3 banking subsidiary solution designing; 11 proxy sales program;3 times system integration. Align institution clients demand with various PE product; Motivated due diligence, legal agreement, road show, sales training, fund arrangement; Communicate with multiple teams to push the project close deal.
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The University of Manchester
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United Kingdom
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Higher Education
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700 & Above Employee
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Postgraduate Student
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Sep 2018 - Sep 2019
Core courses: Asset Pricing; Portfolio Management; Corporate Finance; Financial Statement Analysis, etc. Degree level：Distinction（Top 10%）. Core courses: Asset Pricing; Portfolio Management; Corporate Finance; Financial Statement Analysis, etc. Degree level：Distinction（Top 10%）.
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Amplify
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Financial Services
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1 - 100 Employee
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Trainee
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Jun 2019 - Jun 2019
Enrolled in amplify trading project in Manchester. Assumed the role of hedge fund, market Maker, and trading saler on CQGM simulation system. Increased awareness of global economy through making trading decision. Performance ranked 3/70. Exposed to most advanced career requirement and identified self talents set. Enrolled in amplify trading project in Manchester. Assumed the role of hedge fund, market Maker, and trading saler on CQGM simulation system. Increased awareness of global economy through making trading decision. Performance ranked 3/70. Exposed to most advanced career requirement and identified self talents set.
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Tsinghua University
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China
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Higher Education
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700 & Above Employee
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Project Intern
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Jun 2019 - Jun 2019
Assist the leader of financial department of PBC school of finance to establish the most advance financial Think tank project. I am responsible for writing the introduction report for U.S. think tank institution. Obtained knowledge of the developing path and functional structure of the think tank website, I managed to reorganize a formal report written in Mandarin. Assist the leader of financial department of PBC school of finance to establish the most advance financial Think tank project. I am responsible for writing the introduction report for U.S. think tank institution. Obtained knowledge of the developing path and functional structure of the think tank website, I managed to reorganize a formal report written in Mandarin.
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GF Securities
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China
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Financial Services
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400 - 500 Employee
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Derivative department Intern
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Jan 2018 - Mar 2018
Operated the E-system at the front desk to help clients with their account registration process; Observed a professional way to communicate with clients. Analysed the risks for the clients; advised them about the asset portfolio according to their risk tolerance; Tailored the service for diversified clients. Operated the E-system at the front desk to help clients with their account registration process; Observed a professional way to communicate with clients. Analysed the risks for the clients; advised them about the asset portfolio according to their risk tolerance; Tailored the service for diversified clients.
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中国银河证券
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1 - 100 Employee
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IBD Intern
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Jun 2017 - Sep 2017
Participated in the corporate bond financing project for Baotou Steel Group; Studied the national laws and regulations for excess capacity industries; gained more industry insights; sought the supporting factors for the company's future expansion and modified the prospectus accordingly. Assisted in the 100m bond financing project for Zhejiang Changxing Finance Holding Group; Communicated and coordinated with the accounting department of the company to investigate the compliance of the files; drafted the fundraising prospectus, including the guideline and financial statements analysis. Show less
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Education
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2018 - 2019
The University of Manchester
Msc, Master of finance -
2014 - 2018
Liaoning University
Bachelor's degree, International finance
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