Experience

CMB International

• Vice President

  • Apr 2019 - Present

• Associate Structured Finance

  • Jun 2017 - Apr 2019



VMS Investment Group

• Associate Structured Finance

  • Dec 2015 - Jun 2017

  - Conducted screening and due diligence for potential deals - Prepared credit analysis reports which include industry analysis, financial analysis and modelling, etc. - Prepared pitch books for potential investors and limited partners. - Liaised with lawyers, valuation professionals, professional accountants, financial advisers for proper execution of deals - Reviewed and commented on relevant legal documents for projects/ deals - Monitored existing deals and prepared… - Conducted screening and due diligence for potential deals - Prepared credit analysis reports which include industry analysis, financial analysis and modelling, etc. - Prepared pitch books for potential investors and limited partners. - Liaised with lawyers, valuation professionals, professional accountants, financial advisers for proper execution of deals - Reviewed and commented on relevant legal documents for projects/ deals - Monitored existing deals and prepared periodic monitoring reports for investors - Maintained proper lending relationship with existing clients - Worked with other departments to monitor credit risk among existing portfolio by taking timely and appropriate actions- Worked with Corporate Finance and Private Equity teams to customize deal structure with clients in order to maximize returns Show more Show less



Hang Seng Bank

• Vice President Commercial Banking

  • May 2014 - Nov 2015

  - Structured commercial loan for clients to suit their special needs and repayment ability. - Collaborated with compliance department for compliance reporting and monitoring. - Prepared credit application proposals for credit approval. - Prepared reports for Hong Kong Monetary Authority (HKMA) compliance and monitoring purpose. - Maintained proper banking relationship with existing clients. - Conducted proper customer due diligence, KYC, KYCC procedure. - Wrote up… - Structured commercial loan for clients to suit their special needs and repayment ability. - Collaborated with compliance department for compliance reporting and monitoring. - Prepared credit application proposals for credit approval. - Prepared reports for Hong Kong Monetary Authority (HKMA) compliance and monitoring purpose. - Maintained proper banking relationship with existing clients. - Conducted proper customer due diligence, KYC, KYCC procedure. - Wrote up credit proposals which includes financial analysis, industry analysis, cash flow projection, credit assessment, etc. - Actively managed the credit risk among existing portfolio by taking timely and appropriate actions. Show more Show less



KPMG

• Assistant Manager

  • Sep 2010 - Mar 2014

  -Provide client services to various clients range from the public transportation, hotel, electronic,school and trading industry.-Audit in-charge of IPO project-Perform US SOX audit in compliance with Sarbanes-Oxley Act and assist in SEC filing.-Perform critical reviews on consolidation and statement of comprehensive income analysis.