Jacky Lai, Cfa, Frm, Ctp

Jacky Lai, Cfa, Frm, Ctp Email and Phone Number

Corporate Finance | Treasury | Investor Relations | Leadership | Board Member @ City of Calgary
calgary, alberta, canada
Jacky Lai, Cfa, Frm, Ctp's Location
Greater Calgary Metropolitan Area, Canada
Jacky Lai, Cfa, Frm, Ctp's Contact Details

Jacky Lai, Cfa, Frm, Ctp personal email

n/a
About Jacky Lai, Cfa, Frm, Ctp

Experienced senior financial professional with demonstrated experience from an issuer, financial institution and board governance perspective. Conceptualized and led the City’s corporate borrowing strategy implementation to better utilize internal liquidity and issuance in the debt capital markets. Completed stakeholder engagements, obtain support from all levels of the organization including formal council approvals, sought advice from other orders of government as well as other municipalities. Engaged with external credit rating agencies from both a commercial and analytical perspective. Establish and act as the primary lead for the investor relations function. And act as the primary lead working with financial institutions across Canada. Act as the primary relationship lead with finance leads (CFOs) of subsidiaries and civic partners. Lead a team to structure, obtain legislative approvals, execute and monitor credit facilities for subsidiaries and civic partners. I like to run marathons, ski, play basketball and am a martial arts enthusiast.

Jacky Lai, Cfa, Frm, Ctp's Current Company Details
City of Calgary

City Of Calgary

View
Corporate Finance | Treasury | Investor Relations | Leadership | Board Member
calgary, alberta, canada
Website:
calgary.ca
Employees:
7063
Jacky Lai, Cfa, Frm, Ctp Work Experience Details
  • City Of Calgary
    Senior Leader, Corporate Finance
    City Of Calgary Jul 2018 - Present
    Calgary, Alberta, Canada
    Conceptualized and lead the City’s corporate borrowing strategy implementation to better utilize internal liquidity and issuance in the debt capital markets. Completed stakeholder engagements, obtain support from all levels of the organization including formal council approvals, sought advice from other orders of government as well as other municipalities. Engaged with external credit rating agencies from both a commercial and analytical perspective. Establish and act as the primary lead for the investor relations function. And act as the primary lead working with financial institutions across Canada. Act as the primary relationship lead with finance leads (CFOs) of subsidiaries and civic partners. Lead a team to structure, obtain legislative approvals, execute and monitor credit facilities for subsidiaries and civic partners. Senior Advisor, Corporate Finance - 2018 to 2020
    View
  • Silvera For Seniors
    Board Member
    Silvera For Seniors Oct 2023 - Present
    Calgary
    Member of the Finance and Risk Management Committee
    View
  • Scotiabank
    Senior Manager
    Scotiabank Jan 2017 - Jun 2018
    Calgary, Canada Area
    Credit Solutions- lead a team of 4 to assist structuring, execution and monitoring credit facilities for the mid market commercial distribution team. Group Risk Management- adjudicate mid market commercial banking transactions.
    View
  • Rbc
    Vice President
    Rbc 2014 - Jan 2017
    Calgary, Canada Area
    National Client Group- FinanceExecution (structure to close) of credit products for mid market diversified Canadian companies. Monitor and managed the credit relationship for clients in the transportation, construction, energy services, healthcare, senior care and public sector space. Experienced with syndicated lead, club arrangements and participation transactions as well as bi-lateral transactions.Partner with various RBC partners such as derivatives, leasing, asset back lending, M&A, trade finance, deposits and cash management, private banking and wealth management teams to offer comprehensive banking solutions for our clients.
    View
  • Rbc Royal Bank
    Associate Director
    Rbc Royal Bank 2011 - 2014
    Calgary, Canada Area
    Internally rate and adjudicate RBC Capital Markets and Commercial Markets loans, covering Exploration and Production, Oil Field Services and Midstream companies. Expose to various credit structures including covenant base, reserve base, syndicated, project finance, LBOs and asset base lending.
    View
  • Bp
    Lead Credit Analyst
    Bp 2010 - 2011
    Calgary, Canada Area
    Internally rate and an approver within delegated approval limits for the Canadian producer portfolio.
    View
  • Bp Canada
    Credit Specialist- Origination
    Bp Canada 2009 - 2011
    Calgary, Canada Area
    Acted as the primary contact between the Calgary's trade floor and 4 regional offices. Review propose deals to ensure exposures are within authorized limits and structure deals to be within BP's risk tolerance.
    View

Jacky Lai, Cfa, Frm, Ctp Skills

Risk Management Credit Risk Corporate Finance Financial Analysis Portfolio Management Financial Risk Credit Investments Financial Modeling Trading Energy Project Finance Loans Valuation Credit Analysis Analysis Bloomberg Banking Derivatives Capital Markets Fixed Income Market Risk Commodity Enterprise Risk Management Mergers And Acquisitions Analytics Commodity Markets Treasury Consultant Banking Solutions Commercial Banking Trade Finance Cash Management Public Sector Private Banking Wealth Management Hedging Treasury Services Treasury Management

Jacky Lai, Cfa, Frm, Ctp Education Details

Frequently Asked Questions about Jacky Lai, Cfa, Frm, Ctp

What company does Jacky Lai, Cfa, Frm, Ctp work for?

Jacky Lai, Cfa, Frm, Ctp works for City Of Calgary

What is Jacky Lai, Cfa, Frm, Ctp's role at the current company?

Jacky Lai, Cfa, Frm, Ctp's current role is Corporate Finance | Treasury | Investor Relations | Leadership | Board Member.

What is Jacky Lai, Cfa, Frm, Ctp's email address?

Jacky Lai, Cfa, Frm, Ctp's email address is ja****@****ank.com

What schools did Jacky Lai, Cfa, Frm, Ctp attend?

Jacky Lai, Cfa, Frm, Ctp attended University Of Calgary.

What are some of Jacky Lai, Cfa, Frm, Ctp's interests?

Jacky Lai, Cfa, Frm, Ctp has interest in Golf, Football, Poker, Investing.

What skills is Jacky Lai, Cfa, Frm, Ctp known for?

Jacky Lai, Cfa, Frm, Ctp has skills like Risk Management, Credit Risk, Corporate Finance, Financial Analysis, Portfolio Management, Financial Risk, Credit, Investments, Financial Modeling, Trading, Energy, Project Finance.

Who are Jacky Lai, Cfa, Frm, Ctp's colleagues?

Jacky Lai, Cfa, Frm, Ctp's colleagues are Dale Sand, Ariga Lin, Manmohan Dhindsa, Chris Jacyk, Pam Nihill, Cphr, Duane Bruce Ma, Shaun Mullen.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.