§ Managed successfully sell-side client requests by providing potential buyers’ lists for mergers, acquisitions and divestitures§ Engaged actively with financial statement analysis, data book maintenance, buyer’ list construction and company & market research byapplying Business, Accounting, Finance and analytical skills§ Demonstrated superior teamwork and task management skills by supporting 10+ transactional advisory projects with colleagues fromdifferent groups; Contributed… Show more § Managed successfully sell-side client requests by providing potential buyers’ lists for mergers, acquisitions and divestitures§ Engaged actively with financial statement analysis, data book maintenance, buyer’ list construction and company & market research byapplying Business, Accounting, Finance and analytical skills§ Demonstrated superior teamwork and task management skills by supporting 10+ transactional advisory projects with colleagues fromdifferent groups; Contributed positively to team & client meetings and provided constructive feedbacks on daily problems§ Processed and managed large databases for due diligence purposes Show less

§ Applied financial modeling to analyze the bank’s risk metrics and provided insights on contingency measures in case where metrics fallbelow the regulatory standards§ Conducted thorough research on macroeconomic concepts – analyzed the correlations among US-Canada Interest Rate differentials, FXmovements and market-shifting events§ Composed summaries on Basel and OSFI regulatory standards as future reference for colleagues; Provided timely updates on regulatorychanges and… Show more § Applied financial modeling to analyze the bank’s risk metrics and provided insights on contingency measures in case where metrics fallbelow the regulatory standards§ Conducted thorough research on macroeconomic concepts – analyzed the correlations among US-Canada Interest Rate differentials, FXmovements and market-shifting events§ Composed summaries on Basel and OSFI regulatory standards as future reference for colleagues; Provided timely updates on regulatorychanges and corresponding effects on liquidity ratio measurements Show less

Analyzed clients’ financial information using financial analysis tools and prepared for investment brochures, including monthlyinvestment insight, tax planning and will planning materials§ Assisted in business developments and organized wealth management seminars for high net-worth clients with senior team members –attracted 40+ participants from a wide range of age and occupational background