Learning Center
Plans & pricing Sign in
Sign Out



									                                           LI CHEUK FAI JACKIE, CFA
                                 47/F Block 1, THE ZENITH, 3 Wan Chai Road, Hong Kong
                                Cell Phone: (852) 9380-9369       E-mail:

CFA® charterholder                                                                                              September 2007
CFA Institute                                                                                            Virginia, United States

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

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
 -   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

    Cantonese (Fluent), Mandarin (Fluent), English (Fluent)

    Bloomberg, Metavante’s Insight System (old and web-based), Harland Financial Solution(LaserPro®), Microsoft Office

    Shell Outward Bound Scholarship, The Hong Kong Polytechnic University                                                  June 1995
    Award of Academic Merit, Graduate School of Business, University of Miami                                              May 2004

    Innovative, People-oriented, Excellent interpersonal skills - enjoy communicating with people

    Movies, Marathon (5-time Marathon Finisher), Triathlon (3-time Triathlon Finisher)

To top