Dexter X. Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Guangzhou, Guangdong, China

●Supported Relationship Manager in client relationships management by facilitating 30+ meetings and contributing to credit letter revisions, business negotiations, and client onboarding/KYC processes across various projects.● Proactively identified business development opportunities via networking and referrals, engaging with 10+ corporate clients to discern value-add prospects and deliver compelling pitches for tailored corporate finance solutions.● Performed assessments for project… Show more ●Supported Relationship Manager in client relationships management by facilitating 30+ meetings and contributing to credit letter revisions, business negotiations, and client onboarding/KYC processes across various projects.● Proactively identified business development opportunities via networking and referrals, engaging with 10+ corporate clients to discern value-add prospects and deliver compelling pitches for tailored corporate finance solutions.● Performed assessments for project financing including leverage/liquidity ratios and hidden debt evaluations, with ESG considerations and management quality, which ensured a smooth and rigorous internal approval process.● Contributed to a high-impact project for Midea’s acquisition of KUKA (c. USD 165mm) by preparing syndicated tender materials, participating in deal structuring, and supporting the privatization process.● Reviewed sophisticated financial models and conducted sensitivity analyses to underwrite and evaluate project feasibility and risk exposure, providing insights for informed decision-making and risk mitigation strategies.● Kept abreast of industry news and evaluated the impact on client’s business operations and account credit limit. Show less

Guangzhou, China

• Participated in the IPO project of a leading company in logistic industry➢ Completed the due diligence report of the company and the benchmarking company Huamao Logistics (SH.603128) and Sinotrans (SH.601598), on the development history, past capital operation, etc.➢ Conducted research on aviation logistics, international freight forwarding and cross-border e-commerce industries, performed an in-depth analysis on the competitive landscape, industrial supply chains, etc.➢… Show more • Participated in the IPO project of a leading company in logistic industry➢ Completed the due diligence report of the company and the benchmarking company Huamao Logistics (SH.603128) and Sinotrans (SH.601598), on the development history, past capital operation, etc.➢ Conducted research on aviation logistics, international freight forwarding and cross-border e-commerce industries, performed an in-depth analysis on the competitive landscape, industrial supply chains, etc.➢ Participated in the company's financial audit work, and independently completed the financial verification of the major bank transactions of the company and its affiliated subsidiaries in the past three years.• Collected the data through Wind, assisted in the completion of monthly research reports on the logistics and decoration building materials industry, and participated in the production of 80 pages of presentation materials Show less

Guangzhou, Guangdong, China

● Conducted independent research and competitor analysis within the True Wireless Stereo (TWS) headset industry, providing insights to support strategic initiatives in collaboration with leading enterprises.● Utilized financial data platforms such as Wind to collect data and perform quantitative financial, mortgage, and shareholder analysis, supporting the Investment Advisor’s research endeavors while ensuring adherence to risk management, internal controls, and compliance standards.

80 Bloor St W, Toronto

• Conducted in-depth primary and secondary market research and competitive landscape analysis for global employment-oriented networking services industry • Performed quantitative analyses on user survey data and market share data to identify potential website features that provide the best user experience and investment ROI• Presented research insights and recommendations to the senior leadership team on creating a dedicated career counseling services section which was adopted and led… Show more • Conducted in-depth primary and secondary market research and competitive landscape analysis for global employment-oriented networking services industry • Performed quantitative analyses on user survey data and market share data to identify potential website features that provide the best user experience and investment ROI• Presented research insights and recommendations to the senior leadership team on creating a dedicated career counseling services section which was adopted and led to a long-term development project • Designed detailed end-to-end user journey diagrams for the new career counseling section to enhance user experience and stickiness to the services provided Show less

University Of Toronto

• Lead a group of 20 students to actively establish and maintain public relations with external associations, media partners, and other student groups to promote and expand the outreach of the association• Successfully secure five external sponsors for the association which increases the annual funding by 10%• Prepare monthly forecasting analysis and budget allocation for the Public Relation Department • Identify potential mental health challenges that students are facing during… Show more • Lead a group of 20 students to actively establish and maintain public relations with external associations, media partners, and other student groups to promote and expand the outreach of the association• Successfully secure five external sponsors for the association which increases the annual funding by 10%• Prepare monthly forecasting analysis and budget allocation for the Public Relation Department • Identify potential mental health challenges that students are facing during COVID-19 lockdown and proactively collaborate with the Psychology Department to host an online mental health seminar with over 100 attendants• Collaborate with the Marketing Department and the University of Toronto Alumni group to host annual student orientations for over 1000 students Show less