Herman Chiu, Cfa Email & Phone Number

Canada

Vancouver, British Columbia, Canada

Richmond, British Columbia, Canada

Richmond, British Columbia, Canada

Hong Kong

• Secured Pre-IPO funding offers from top-tier Chinese investment firms by liaising with fund managers via in-person meetings (Beijing and Hong Kong), and drafting answers to due diligence questions
• Co-designed and maintained the business model and forecast, working closely with bankers to build and present a story shaped with management’s expectations
• Reported on technology trends to deepen the Finance team’s understanding of company investments
• Analyzed valuation reports of CPaaS competitors and partners, referenced on industry trends, to provide insight, and inform investments under active consideration
• Structurally analyzed M800 and Twilio Inc. to explain the companies’ differing business models with a bottom-up narration, from target market justification to associated capital structures

Vancouver, Canada Area

• Provided senior managers with structural insights as requested on the role of Content Development in an Audit Analytics + GRC software company to prepare the Content team for rapid scaling
• Researched regulations for compliance content development, balancing feasibility with client demand to optimize resource allocation in building ACL Analytics + GRC Content
• Contributed Content knowledge and subject matter expertise to product upsells, working with sales colleagues to integrate client feedback into the Content Development Roadmap
• Co-ordinated R&D’s Development Roadmap with Product and Sales by representing Research at Go-to-market Vertical meetings to ensure strategic alignment
• Co-managed the design and creation of ACL’s Compliance Toolkits for Banking and Lending, including for FFIEC, FDIC, CFPB, and FRB regulations, in-line with seasonal release schedules

Vancouver, Canada

• Constructed an operational framework for aligning client communications with the fund-of-fund’s investment strategy based on active participation in investment committee meetings, and the need to consistently.
• Codified operational best practices, including the sales process, handling confidential client data, internal due diligence, and managing client relationships via CRM email campaigns/KYC requests

Shanghai City, China

• Conceptually modelled Explorium’s stakeholder interactions to advise Senior Managers on contingent strategy as an Innovation Lab, articulating the value of retail experimentation to effect structural change
• Drastically improved customer engagement at a retail partner’s experimental store by producing a consultation report to align their sales strategy with Chinese consumer habits, working closely with Fung Academy’s.
• Acted as a concierge for Fung Group by liaising with VIP guests to solicit new partnerships in consulting and innovation, and updating the partnership contract

Hong Kong

• Worked closely with legal department to update employment contract for ~150 employees, providing financial research to explore different compensation schemes (e.g. shadow options)
• Reported performance analysis to management (e.g. company-wide “Annual Performance Review”)

Hong Kong

• Revised and drafted legal documents, successfully editing 3 Corporate Sourcing Contracts and completing legal research to support the creation of an employment contract for ~50 employees
• Solicited telecommunications companies for Wi-Fi roaming business partnerships
• Helped train a new intern to read and edit legal documents

Bachelor Of Commerce (Bcom), Finance, General

Activities and Societies: • Finance option, with Minors in Economics and Philosophy • 2012 Chancellor’s Scholar, in recognition of.

Diploma

Activities and Societies: Debate Club, Vikings Volunteer, The Viking View, Media Arts Council