• Participated in the development of a digital transformation project for a non-profit organization, gaining end-to-end experience in all stages of the project lifecycle.• Gained proficiency in using technologies such as React.js for the frontend, C# .NET Core for the backend, SQL for database management, and Azure cloud services under the guidance of senior team members.• Assisted in the integration of Flutter for mobile application development, expanding the system's accessibility and… Show more • Participated in the development of a digital transformation project for a non-profit organization, gaining end-to-end experience in all stages of the project lifecycle.• Gained proficiency in using technologies such as React.js for the frontend, C# .NET Core for the backend, SQL for database management, and Azure cloud services under the guidance of senior team members.• Assisted in the integration of Flutter for mobile application development, expanding the system's accessibility and honing skills in cross-platform mobile development.• Worked closely with senior developers and cross-functional teams, participating in requirement gathering, project scoping, and iterative development cycles. Show less

CloseDeals.com (United States) (Dec 2022 – May 2023)• Contributed to the success of CloseDeals.com, which specializes in helping solo sellers, high ticket entrepreneurs, and businesses close more deals with its battle-tested sales process and sales team management.• Generated leads and drove sales of sales team coaching and management offers through the phone and social media.• Collaborated closely with renowned online marketer Dan Henry, fostering strong customer relationships and… Show more CloseDeals.com (United States) (Dec 2022 – May 2023)• Contributed to the success of CloseDeals.com, which specializes in helping solo sellers, high ticket entrepreneurs, and businesses close more deals with its battle-tested sales process and sales team management.• Generated leads and drove sales of sales team coaching and management offers through the phone and social media.• Collaborated closely with renowned online marketer Dan Henry, fostering strong customer relationships and achieving exceptional sales results.• Negotiated contracts and prices with clients to exceed sales goals.• Tracked sales numbers and issued progress reports to executives for review.Spectacular Academy (United States) (Jan 2022 – Oct 2022)• Played a key role in supporting Spectacular Academy, which collaborates with entrepreneurs and professionals to help them scale their businesses on social media through Spectacular Smith's mentorship program and his experienced marketing team.• Co-led a global team of 5 in driving sales of business coaching and consulting offers through remote direct sales.• Met with prospects to discuss business needs, recommend optimal solutions, and negotiate contracts and prices with clients to exceed sales goals.• Generated leads and maintained lists of prospective customers.• Built and established strong relationships with customers, enabling long-term partnerships with the company.• Worked with management teams to develop annual sales plans, goals, and targets.• Led all aspects of sales forecasting and pipeline management.• Selected, trained, and supervised closers for the team. Set sales targets and motivated the team to meet targets and conducted team performance appraisals.• Consistently exceeded sales targets, closing over USD$40,000 worth of sales in 2022.• Co-led a global sales team, achieving USD$100,000 worth of sales in July 2022. Show less

Risk Advisory• Collaborated as a dedicated team member, delivering high-quality execution of advisory projects for clients spanning diverse industries, including commercial and public sector organizations.• Conducted comprehensive internal audits and consultancy reviews, evaluating clients' systems, processes, procedures, and identified areas of concern to mitigate risks, including environmental, social, and governance (ESG) risks.• Assisted clients in establishing robust data… Show more Risk Advisory• Collaborated as a dedicated team member, delivering high-quality execution of advisory projects for clients spanning diverse industries, including commercial and public sector organizations.• Conducted comprehensive internal audits and consultancy reviews, evaluating clients' systems, processes, procedures, and identified areas of concern to mitigate risks, including environmental, social, and governance (ESG) risks.• Assisted clients in establishing robust data collection and internal controls mechanisms for ESG reporting, contributing to accurate and reliable ESG reports.• Played an integral role in producing draft internal audits/consultancy reports and presentation materials by working closely with team members.• Ensured project objectives and professional standards were met by reviewing the work of subordinates.• Cultivated strong relationships with key clients across various industries, such as Prudential, Logan Group Company, Poly Property Hong Kong, and more. Show less

Private Equity Division:• Actively participated in the governance and exit processes of two venture capital deals, with investment sizes of approximately USD $1,500,000 and USD $200,000 respectively.• Reconciled two years' worth of audit reports and net asset value (NAV) reports, proposing changes to the auditor based on internal records.• Collaborated on the exit process, preparing calculations for limited partners (LPs) returns and pro-rata liquidation expenses, as well as… Show more Private Equity Division:• Actively participated in the governance and exit processes of two venture capital deals, with investment sizes of approximately USD $1,500,000 and USD $200,000 respectively.• Reconciled two years' worth of audit reports and net asset value (NAV) reports, proposing changes to the auditor based on internal records.• Collaborated on the exit process, preparing calculations for limited partners (LPs) returns and pro-rata liquidation expenses, as well as assisting with the preparation of relevant legal documents.• Supported the preparation of legal documents and LP letters for specific purposes, including capital call and default call.• Prepared comprehensive Quarterly Investment Updates, including cash flow matrices, funding presentation decks, and meeting updates, for all LPs.Real Estate Division:• Structured property documents, market information, financial models, appraisal reports, due diligence reports, tenant matters, and more for over 20 real estate deals, while creating and managing a data room for negotiation purposes.• Assisted in various ad-hoc tasks, including constructing portfolio Scenario Analysis tables for investors, comparing prices among service providers, and preparing legal documents ranging from non-disclosure agreements (NDAs) to Letters of Intent. Show less

Private Banking Department• Engaged in Investment Fund (IF) Compliance-related projects targeting mis-selling behavior, such as churning, and solicitation for unjustifiable fund switching, resulting in a 28% drop in frequent trade transactions• Conducted data analysis on IF MI (in nearly 7,000 transactions & over 3,000 accounts) to investigate suspicious transactions, in which 16 accounts involving potential mis-selling were found and broken down for further investigation•… Show more Private Banking Department• Engaged in Investment Fund (IF) Compliance-related projects targeting mis-selling behavior, such as churning, and solicitation for unjustifiable fund switching, resulting in a 28% drop in frequent trade transactions• Conducted data analysis on IF MI (in nearly 7,000 transactions & over 3,000 accounts) to investigate suspicious transactions, in which 16 accounts involving potential mis-selling were found and broken down for further investigation• Collaborated with RM & RO daily on CDD QC/QA as per Anti-Bribery & Corruption (AB&C) Policy and successfully improved the process by reducing 25% of the time with VBA Show less