Bio
Credentials
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Bloomberg Market Concepts
BloombergJun, 2024- Apr, 2026 -
WW IQ Test Certificate
WW.IT-IQ Training & SolutionsJun, 2024- Apr, 2026 -
Financial Modeling & Valuation Analyst (FMVA) ®
Corporate Finance Institute® (CFI)Mar, 2024- Apr, 2026 -
Financial Planning & Wealth Management (FPWM)™
Corporate Finance Institute® (CFI)Nov, 2023- Apr, 2026 -
Full Member
Hong Kong Institute of Certified Public AccountantsMay, 2023- Apr, 2026 -
The Law and Economics of Mergers and Acquisitions
The London School of Economics and Political Science (LSE)May, 2023- Apr, 2026 -
J.P. Morgan Investment Banking Virtual Experience Program
J.P. MorganMar, 2023- Apr, 2026 -
Full Member
CPA AustraliaJul, 2020- Apr, 2026 -
Associate Chartered Accountant, ACA
ICAEW -
Candidate (level 1)
CFA Institute -
Full Member
Chartered Accountants Australia and New Zealand
Experience
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Jonathan Nina & Co Capital Ltd
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Sydney, New South Wales, Australia
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Investment Banking Analyst
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Jan 2023 - Present
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Sydney, New South Wales, Australia
- Assisted clients finance via ECM and DCM- IPO advisory services (HKEX, SGX, ASX and NASDAQ)- Mergers and acquisition, with a general industrials, technology, real estate and financial sponsors focus- Undertook financial analysis for M&A and capital market solutions
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Morgan Stanley
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Hong Kong SAR
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Investment Banking Summer Analyst
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Jun 2024 - Present
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Hong Kong SAR
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ZENRG Finance Pty Ltd
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Sydney, New South Wales, Australia
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Finance Intern
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May 2024 - Jun 2024
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Sydney, New South Wales, Australia
- Input mortgage-related data into salesforce system- Verified and cross-checked documents such as income statements, credit reports, and property appraisals to ensure alignment with entered data- Supported senior brokers in preparing presentations for client meetings- Collaborated with other departments or teams within the organization, such as underwriters, loan officers, and processors, to ensure a smooth flow of information and documentation- Provided exceptional customer service and resolved customer inquiries- Handled financial transactions and maintained accurate records
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PwC
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Hong Kong SAR
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Senior Associate - Institutional Group
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Jun 2021 - Jan 2023
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Hong Kong SAR
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Belgium
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Accounting
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700 & Above Employee
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Senior Associate
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Oct 2019 - Jun 2021
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Associate
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Jan 2018 - Sep 2019
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Education
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Chartered Accountants Australia and New Zealand
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Macquarie University
Bachelor of Commerce - BComm, Professional Accounting -
2023 - 2024The Institute of International Studies (TIIS)
Master of Professional Accounting (MPA), Accounting -
2023 - 2023The London School of Economics and Political Science (LSE)
The Law and Economics of Mergers and Acquisitions, Online Certificate Course -
2023 - 2023University of Technology Sydney
Master of Professional Accounting (MPA), Accounting -
University of Sydney
Master of Commerce - MComm, Finance -
2020 -CPA Australia
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Trinity College, the University of Melbourne
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2024 -The Wharton School
Private Equity Certificate Program, Online Certificate Program
Suggested Services
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References
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