at Sino-Ocean Group
May 2018 - October 2019
Central and Western District
• Supported deal team leaders in origination, due diligence, evaluation, and execution for M&A deals into real estate investments and development throughout ASEAN. • Contributed to deal team to successfully underwrite one investment in Vietnam and Indonesia totaling an expected gross development value of US$190M from both projects. • Built financial models and feasibility studies to evaluate our various real estate investments in ASEAN. • Led investment team research to perform market and industry research in the ASEAN real estate market, economy and regulatory environment to support investment evaluation and strategy review. • Structured various investment deals to minimize our risk, investment exposure, and to maximize returns and profitability by creating term sheets to negotiate with our counterparty. • Managed acquisition due diligence processes with outside counterparties through handling timeline, reviewing transaction documents and communicating feedback.
Business Development Manger
June 2015 - July 2017
• Co-led a team of 5 to raise over CDN175M in new capital to various equity, fixed income, alternative funds and ETF strategies in which I surpassed my goal by 115% during time with company. • Co-managed a portfolio of clients’ assets of CDN800M where I produced regular analytical summaries on investments, macro research, portfolio activity, industry and regulatory trends. • Strategized and implemented annual business plans through budget planning, analyzing industry reports, macro trends and historical fund flows. • Monitored financial markets and conducted research to advise clients of potential investment ideas I generated for them. • Researched competitor products compiling and maintaining a database of peers evaluating risk metrics, mandate strategy, fund metrics, and pricing relevant to positioning Invesco products.
at Sentry Investments
June 2013 - May 2015
• Collaborated with business partner in raising over CDN560M in the secondary market and through private placements from private bankers in which we received award for 2014 Top Sales team in the company. • Acted as liaison between investment team and clients producing analytical written updates on fund performance, portfolio activity, investment process and outlook. • Promoted and attended 6 roadshows to meet with investment advisors to present and explain new and existing investment strategies.
CFA Level 2
2016 - at Present (4 years) British Columbia
2017 - 2018 (1 year) Sai Kung District