Edwin T.T. Lee Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

▶ Analyse and assess vital quantitative and qualitative factors shaping credit quality, articulating rating rationale for high-quality research reports and compelling presentations▶ Develop and maintain robust financial models to evaluate credit worthiness across diverse entities with prompt and impactful research on industry trends and emerging sectorial development▶ Present expert analysis to internal credit-rating committee and external TMT industry leaders, driving critical… Show more ▶ Analyse and assess vital quantitative and qualitative factors shaping credit quality, articulating rating rationale for high-quality research reports and compelling presentations▶ Develop and maintain robust financial models to evaluate credit worthiness across diverse entities with prompt and impactful research on industry trends and emerging sectorial development▶ Present expert analysis to internal credit-rating committee and external TMT industry leaders, driving critical decision-making processes Show less

Hong Kong

▶ Specialised in giving credit opinion by conducting critical, accurate and comprehensive credit analysis for large corporate counterparts on new business request and annual review▶ Evaluated and made judgement on credit quality based on bank’s risk appetite, clients’ credit profile and ever-changing market condition▶ Expedited and managed approval process proactively by liaising with clients and other business units eg. Approvers & client representatives

Hong Kong

▶ Supported the team in establishing and fostering relationships with blue chips, MNCs, and governmental clients by attending client meetings to evaluate their business requirements to propose tailored solutions▶ Analysed clients’ annual and interim reports, conducted financial analysis, and credit risk assessments to monitor credit quality and portfolio mix in order to advise relationship managers on strategies to maintain profitability▶ Assisted in recurring KYC procedures on current… Show more ▶ Supported the team in establishing and fostering relationships with blue chips, MNCs, and governmental clients by attending client meetings to evaluate their business requirements to propose tailored solutions▶ Analysed clients’ annual and interim reports, conducted financial analysis, and credit risk assessments to monitor credit quality and portfolio mix in order to advise relationship managers on strategies to maintain profitability▶ Assisted in recurring KYC procedures on current and new clients to ensure regulatory compliance, and attenuate financial crime risk Show less

Hong Kong

▶ Managed a project for driving stress analysis on clients’ liquidity; performed financial projections to reassess the bank’s portfolio performance under specific social events and economic volatility▶ Composed 5+ credit proposals by performing in-depth analysis on clients’ financial data, evaluating revenue streams, credit history, business model, as well as industry research▶ Streamlined the reporting efficiency by 50% for the extraction of sales performance data of different business… Show more ▶ Managed a project for driving stress analysis on clients’ liquidity; performed financial projections to reassess the bank’s portfolio performance under specific social events and economic volatility▶ Composed 5+ credit proposals by performing in-depth analysis on clients’ financial data, evaluating revenue streams, credit history, business model, as well as industry research▶ Streamlined the reporting efficiency by 50% for the extraction of sales performance data of different business units for tracking their contribution to overall revenue Show less

Hong Kong

▶ Constructed and analyzed a database of 200+ listed companies using Bloomberg Terminal to pitch them opportunities to establish their corporate offices in Hong Kong▶ Prepared pitching materials to assist the Chief Executive in propositioning to Corporate Treasury Centre (CTC) targets▶ Assisted in organizing One-Belt-One-Road (OBOR) initiative high-level submit for insight exchanges; attendants consisted of 50+ top stated-owned corporate CEO/CFO

Bachelor'S Degree, Finance, Business Analytics And Statistics

➠ Dean's List Award ➠ College Head's List Award

Exchange Programme, Finance And Statistics

Exchange Programme, Sustainability Studies

Exchange Programme, Management And Marketing