Collateral & Margin Services for major Japanese Financial Institutions. Primary end-to-end coverage for Japan market after 3 months on-the-job training.
Manage internal and external stakeholder, acting as primary point of contact for clients, sales, legal, risk and technology. Despite managing the most sensitive portfolio with client/sales escalating over trivia issues/queries, many positive feedback has been obtained internally, and achieved high ratings from platinum clients.
Actively involved in supporting new business/enhancement, led in multiple projects which contributes to significant time save and effectively reduced operational risk.
Data Solution/Venture Analyst Internship
Ecquitas
Singapore
12.2019 - 01.2020
Led intern team to develop and refine comprehensive lists for potential business cases, carried out target screening for 800+ start-ups.
Conducted due diligence on target companies through investigations on their business model, core competence and development strategies
Cooperated with team members to analyze investor’s preferences and market trends of mobile game industry
Insights from which were combined in a report and shared with senior executives.
Case Team Assistant (Off-site/ Extra-curricular)
E&Y
U.K.
11.2019 - 12.2019
Actively engaged in project for a leading Chinese automotive battery company, with focus on market overview and the competitive landscape.
Conducted in-depth industry research to map out product value chain for client’s company, and estimate current market size and growth potential.
Benchmarked major competitors based on project progress, financial performance and other key operational factors, through extensive data gathering and analysis.
Validated performance forecast of the company through financial modeling, and synthesized modeling results together with other qualitative insights,
Independently delivered a presentation within 7 days, which was highly evaluated by mentor.
Education
Bachelor of Science - Accounting And Finance
The University of Exeter
U.K.
01.2016 - 08.2020
Skills
Client relationship management
Financial Markets
Attention to Detail
Presentation Delivery
Independence and Initiative
Strong time management
Certification
Microsoft Office Specialist Certification in PowerPoint (MOS)
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank
Associate Client Processing, Clearance Collateral Management at The Bank of New York MellonAssociate Client Processing, Clearance Collateral Management at The Bank of New York Mellon