John Yu Email & Phone Number

New York, Ny, Us

Zurich, Ch

Paris, Fr

Provider of portfolio level structured debt financing solutions to private equity funds, asset managers and hedge funds• Structure NAV facilities backed by private credit, hedge fund shares, mutual funds and credit secondaries• Negotiate term sheets, facility agreements and other ancillary documentation• Collaborate with internal groups to complete the underwriting, due diligence, and documentation process for loans• Execute deal closing by coordinating with legal, syndicate banks, risk department and operations• Monitor investment guidelines and reporting deliverables including financials, compliance certificates, borrowing bases and valuations• Spearhead various firm strategic initiatives to enhance client engagement and identify additional revenue streams

London, Gb

Senior Relationship Manager covering Hedge Funds and Asset Managers delivering a global and coordinated effort across all HSBC products and services• Develop trusted relationships and maintain strategic dialogue at C-Suite level to align proper connectivity between firms• Generate new revenues by identifying cross-sales opportunities across product partners from Global Markets and Banking • Build a pipeline of RFP opportunities and project manage the RFP lifecycle with various internal stakeholders• Coordinate the sales and service efforts by partnering with multiple internal departments to champion client needs• Collaborate with credit underwriting team on analysis, structuring, negotiating and documentation of credit requests• Recommend and calculate optimal amount of global credit support for each client by collaborating with regional relationship managers and credit officers• Ensure client portfolio is kept current with all aspects of required KYC due diligence, AML and Regulatory changes

New York, New York, Us

Managed relationships with over 50 institutional and ultra-high net worth clients by being their primary point of contact for all hedge fund related transactions focused on alternative investments, managed accounts and fund-linked solutions• Demonstrated strong relationship management skills by covering platinum clients • Worked closely with sales team to pitch product offerings and formulate sales strategies to existing and prospective clients• Collaborated with the due diligence team to verify correct valuation of collateral and application of appropriate haircuts minimizing drawdown risk• Validated comprehensive client valuations by developing quantitative checks and balances• Hedged market risk exposures and managed portfolio of leveraged swaps, options and managed accounts • Collaborated with financial engineering to structure and price transactions such as Accreting Strike Call Options, CPPI and Collateralized Fund Obligations• Minimized errors by reviewing the structures of complex fund-linked products and applied strict operational procedures to mitigate risk• Maximized firm profits by identifying cross-selling opportunities across multiple business units and formed key partnerships to distinguish offerings and meet return on equity hurdles• Successfully wound down capital intensive distressed portfolio that held illiquid hedge fund transactions • Spearheaded the design of deal booking templates and implemented system enhancements to effectively monitor all transactions• Resolved daily P&L and position breaks with product controllers to ensure correct reporting to senior management

London, Gb

Monitored investment guidelines and haircuts for structured fund of hedge fund transactions• Reported covenant breaches to upper management and determined cure periods for clients• Instructed the exchange of collateral with counterparties that have exceeded loan to value ratios• Calculated and approved allowable capital contributions and withdrawals

Paris, Fr

Worked with client services and hedge fund administrators to execute investments • Managed daily operations with fund administrators confirming accurate portfolio valuations• Resolved trade break discrepancies with the custodian to ensure proper execution and reconciliation of cash flows• Ran weekly Global Operations Management meetings and reported performance and productivity to the Chief Operating Officer