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LI CHEUK FAI JACKIE, CFA 47/F Block 1, THE ZENITH, 3 Wan Chai Road, Hong Kong Cell Phone: (852) 9380-9369 E-mail: email@example.com PROFESSIONAL QUALIFICATION CFA® charterholder September 2007 CFA Institute Virginia, United States EDUCATION MBA in Controllership and Financial Markets & Banking (GPA 3.88) May 2004 University of Miami Florida, United States Master of Science in Engineering Business Management January 2002 The University of Warwick Warwickshire, United Kingdom Bachelor of Engineering (Hons) in Manufacturing Engineering December 1996 The Hong Kong Polytechnic University Hong Kong PROFEESSIONAL EXPERIENCE Jones Lang LaSalle Sallmanns Limited – Analyst, Hong Kong December 2007 – Present - To build option pricing model on Financial Instruments and Derivatives (such as Financial Guarantee, SWAP) to produce valuation report for Financial Institutions (such as Auditing and Investing Banking firms) for accounting purposes. - To build cash flow model for producing report for companies planning or executing acquisition on their target companies' Intangible Assets (such as Trademark, Customer relationships) - Working closely with Business Development Managers to attending client's meeting and make business call to develop new client relationship if necessary - Travelled to various countries (France, Spain, Japan, Thailand and various cities in China)September 2007 – December 2007 Standard Chartered Bank (Hong Kong) Ltd. – Relationship Manager, Hong Kong May 2007 – September 2007 - Achieve the maximum contributions to the Bank through new business acquisition, positive cross-selling the Bank's broad range of financial services and other products such as Trade Finance, Cash Management, Treasury, Structure Deposit, and Global Investment Products. - Identify and develop relationship with new customers from local corporations. - Implement approved account plan to achieve revenue targets. - Working closely with the Credit Services Managers to ensure good quality lending decisions are made. - Monitor transactions of newly booked customers. - Make regular business call and factory visit to maintain relationship and obtain updated information from customer. Bank SinoPac Los Angeles Branch - Credit Analyst, Los Angeles, CA April 2005 – April 2007 Publicly-traded Taiwanese Bank Holding Company with more than US$30 billion in assets: - Monitor a portfolio of SME customers with US$130MM total commitment and US$67MM outstanding. Typical Trade Finance clients involve manufacturing companies with annual turnover from US$15MM to US$50MM engaging in cross- pacific trading with discount stores like Wal-Mart, Costco, etc. - Contribute to the final Credit Risk recommendation by writing reports/memos to Credit Division at HQ - Co-ordinate in Marketing activity to promote the bank’s strategic position - Cross-pacific lending to SME clients with offices in U.S and Asia. Act as a contact person on the Bank’s advertisement at major Chinese newspapers in Southern California - Coordinate with Retail Branches / Account Officers to obtain regular updates such as financials, loan repayment for certain clients that require close monitoring - Contribute in the preparation of any quarterly internal reviews/financial spread (with Moody’s KMV)/ financial models for as assigned and any ad hoc reports - Perform due diligence / interview and prepare credit analysis / memo on new borrowers - Facilitate loan closing including loan documents preparation, pre-funding, loan fee collection, etc. - Structure required derivatives (interest rate SWAP) with outside investment bank to hedge bank’s fixed-rate loan portfolio - Co-ordinate with Operation department to facility daily transactions for clients - Liaison person of the bank with Export-Import Bank of the United States to follow the compliance issues Sunwest Financial, Inc. - Financial Analyst, New York, NY September 2003 – Jan 2005 A proposed Bank Holding Company raising private equity to buy underperforming banks: - Reported to President; coordinated process of raising private equity, prepared for pitch-book, presentation materials and briefing materials. - Discovered a distressed bank in Texas that became Sunwest’s first offer made at a discount price - Researched recent transactions of community banks nationwide for valuation analyses - Researched and analyzed financial statements of targeted private or public bank holding companies May Davis Group - Associate Investment Banker (Summer Intern), New York, NY March 2003 - August 2003 One of the leading minority-owned investment banking firms on Wall Street: - Reported to CEO; analyzed and critiqued business proposals from companies requesting funding - Built cash flow model to evaluate performance and calculate valuation of start-up companies requesting funding - Preparation of Private Placement Memoranda and presentation material, and conducted financial analyses for a private equity firm raising money to buy underperforming banks Mattel Asia Pacific Sourcing Ltd – Product Sourcing Supervisor, Hong Kong October 2000 - January 2002 Buying office with US$1.5 billion purchasing volume throughout the Asia Pacific region: - Constructed the standard Bill of Material (BOM) for Mattel Asia Pacific’s electronic quotation system integration project Applause Inc. – Costing Engineer, Hong Kong October 1997 - October 2000 Buying office handling US$150 million purchasing volume throughout the Asia Pacific region: - Proposed feasible cost reduction method to reduce product costs and meet gross profit requirements Cho Ei Manufacturing Ltd. – Project Engineer, China June - October 1997 Manufacturing plant with 500 workers specializing in assembly operations in Southern China: - Supervised plant operations and implemented productivity enhancement program Strombecker (Tootsietoy) Inc. – Production and Material Planner, Hong Kong July 1996 - May 1997 Buying office handling about US$100 million purchasing volume throughout the Asia Pacific region: - Communicated between US warehouse and vendors to maintain production and shipping schedules LANGUAGE SKILLS Cantonese (Fluent), Mandarin (Fluent), English (Fluent) COMPUTER SKILLS Bloomberg, Metavante’s Insight System (old and web-based), Harland Financial Solution(LaserPro®), Microsoft Office AWARDS Shell Outward Bound Scholarship, The Hong Kong Polytechnic University June 1995 Award of Academic Merit, Graduate School of Business, University of Miami May 2004 PERSONALITY Innovative, People-oriented, Excellent interpersonal skills - enjoy communicating with people HOBBIES Movies, Marathon (5-time Marathon Finisher), Triathlon (3-time Triathlon Finisher)
"JACKIE LI CHEUK FAI_ CFA"