David Rich Email & Phone Number

Boston, MA, US

London, GB

Relationship manager for multinational corporates operating in New England.

Boston, Massachusetts, US

• Worked within the Brands Division based in global HQ in Boston to identify new opportunities for growth, executed strategic investment initiatives, and drove both short- and long-term profitability for the firm
• Developed and nurtured client and partner relationships across the private lending, private equity, investment banking, and restructuring verticals
• Originated, structured, negotiated, and executed private equity and credit investment opportunities both domestically and internationally
• Leveraged global network to facilitate opportunistic investment discussions, co-investments, strategic stakes, and opportunistic lending situations.

Paris, FR

• BNP Paribas Returnship Participant, Global Markets, Equity Sales Trading, Prime Solutions & Financing, Asia
• Worked on the Equity Trading desk in Hong Kong looking at lock-up expiry schedules of public equity transactions (block trades, IPOs, and follow-ons)
• Built dynamic real-time data base from numerous sources, to allow for ad-hoc analysis during live deals to facilitate client discussions
• Worked collaboratively across High Touch Sales Trading, ECM, and Stock Loan and Borrow teams
• One of six candidates chosen for Asia-Pacific biennial program

New York, New York, US

• Regional Product champion for Citi’s Depositary Receipts team focused on ADRs, GDRs, and Global Depositary Notes (GDNs)
• Successfully completed multi-year advocacy discussions with several Asian countries to enable functionality, legal, and regulatory clarifications to proceed with GDNs
• Utilized multi-asset class skill sets and prior capital markets experience, to lead initiatives across the region

London, England, GB

• Responsible for G3/Local Currency Bond origination for Hong Kong blue-chip, Chinese SOE and Chinese Real Estate HY issuers.
• Covered the real estate, media, telecom, transportation, oil & gas, and conglomerate corporate issuers in NEA
• Point person for DCM NEA the structuring and analysis for corporate hybrid instruments used for accounting and ratings driven objectives
• Worked on the origination and execution of USD, HKD, SGD, MYR, CNH and other cross-border local currency solutions(Promoted from Associate Director)

London, England, GB

• Associate Director, Capital Markets
• Equity Linked Solutions, Asia, Singapore (April 2008 - June 2009)
• Debt Capital Markets, Northeast Asia, Hong Kong (July 2009-October 2011)(Promoted from Associate)

London, England, GB

• Founded Equity-Linked execution and origination desk at Standard Chartered Bank
• Originated and Executed transactions in India, Hong Kong, China, and Singapore

Charlotte, NC, US

• Completed various leverage and capital scenario analyses for technology companies in Singapore
• Produced recapitalization pitch for major Japanese financial institutions
• Executed bond offerings in the Technology, Banking, and MNC sectors

New York, New York, US

• Completed 1H 2004 strategic review of Asian Equity/Equity-Linked market, worked on pitches, proposals, valuations for IPOs, and analysis for IPOs, follow-on equity offerings, and convertibles

Frankfurt Am Main, Hessen, DE

• Was part of 7 member team that covered North American Convertible Origination within the Equity Capital Markets Team
• Executed 12 bookrun convertible bond transactions worth US$2.2 billion in proceeds across the industrial, transportation and media sector
• Familiar with equity, credit, derivatives, cost of capital, tax, valuation, and accounting analysis for US-listed corporates

New York, NY, US

• Completed 12 week Summer Analyst program at JPMorgan in Hong Kong
• Pitched M&A and high-yield transactions to the Korean consumer industry, and joint-venture proposals for various multinationals
• Reviewed monetization alternatives of Taiwanese assets for European technology companies and monetization strategies of financial assets for Malaysian conglomerates, and completed beverage industry market analysis in.

Boston, MA, US

• Devised marketing plan and direct mail campaign focused on the 403(b) retirement market of small schools, unions, and other non-profit entities. Explored potential $70BN market for the Tax-Exempt retirement benefits.

Indianapolis, IN, US

• Completed week long seminar, and ran successful campaign.
• Elected Governor of Massachusetts from a pool of 400+ male high school juniors from across the Commonwealth of Massachusetts.
• Only 50 boys in the US are chosen for this honor nationwide annually.

Bsba (Mcdonough School Of Business), Finance

High School Diploma

Exchange Student, Finance