Joe Liu

Joe Liu Email and Phone Number

集团副总裁 and Tecco CFO @ Beijing, China
Beijing, China
Joe Liu's Location
Dongcheng District, Beijing, China, China
About Joe Liu

● 20+ years’ experience in multiple fields including 6 years in Central Government and International Public Affairs, 9 years in Tier 1 Investment Banking and 4 years Internet Start-up Founder/Assistant General Manager of Chinese A-share Public Listed Company● Set up the loan business for JPMorgan in North America with the infrastructure, control environment, operational architecture and collateral/covenant management● Founded Online Platform “Umbrella Dad Education” with EV $5m and 2 rounds venture capital investment (Try google “umbrella dad”)● International experiences in developed countries and emerging markets: New York|London| Beijing|Glasgow|Harare|Melbourne

Joe Liu's Current Company Details
光大特斯联

光大特斯联

集团副总裁 and Tecco CFO
Beijing, China
Joe Liu Work Experience Details
  • 光大特斯联
    集团副总裁 And Tecco Cfo
    光大特斯联
    Beijing, China
  • Everbright Terminus
    Vice President
    Everbright Terminus Oct 2020 - Present
    Beijing China
    Terminus is the core technology enterprise of Everbright Group's 'Three Great and One New' strategy. As the only technology platform supported by China Everbright Group, Terminus plays a crucial role in the group's technological transformation and is building the first world class AI CITY brand.
  • Masterwork Group
    Assistant Managing Director/Assistant General Manager
    Masterwork Group Mar 2019 - Oct 2020
    ● Develop and maintain relationships with central and local government, helped the group secure the title “Key Enterprise with Government Supporting under Coronavirus Epidemic” and receive the preferential policies● Provide senior directions to the financial, investment and fund-raising activities across the group and all functions contained within, partner with 20+ financial institutions and secured 3+ billion RMB funds for the group● Coordinate and manage the post-acquisition… Show more ● Develop and maintain relationships with central and local government, helped the group secure the title “Key Enterprise with Government Supporting under Coronavirus Epidemic” and receive the preferential policies● Provide senior directions to the financial, investment and fund-raising activities across the group and all functions contained within, partner with 20+ financial institutions and secured 3+ billion RMB funds for the group● Coordinate and manage the post-acquisition cooperation with German Heidelberg (Reuters-Code HDDG.DE, Bloomberg-Code HDD GR) as its largest shareholder, signed several partner agreements● Manage the financial leasing and factoring business of the group, with 2019 revenue 72+ million and net profit 17+ million RMB● Be responsible for the Fintech project and the Internet of Things project● Be responsible for the risk management and internal control process of the group Show less
  • Umbrella Dad Group (Corp And Foundation)
    Founder/Ceo
    Umbrella Dad Group (Corp And Foundation) Jan 2017 - Feb 2019
    ● Founded Education Online Platform with more than 130k users in half year, which covered 14 provinces, 15 universities and 1500+ high schools● Maintained relationships with Ministry of Education, Ministry of Industry and Information Technology, local Bureaus of Educations etc., received full supports from the governments to promote the platform to Public schools● Engaged with Nanjing University as UDG’s strategy partner, Beijing Normal University as academic partner, TAL as business… Show more ● Founded Education Online Platform with more than 130k users in half year, which covered 14 provinces, 15 universities and 1500+ high schools● Maintained relationships with Ministry of Education, Ministry of Industry and Information Technology, local Bureaus of Educations etc., received full supports from the governments to promote the platform to Public schools● Engaged with Nanjing University as UDG’s strategy partner, Beijing Normal University as academic partner, TAL as business partner and “thepaper.cn” as media partner● Managed 30+ staffs and cooperated with 30+ US and 18 UK social organisations and think tanks, received the reporting from Huffington Post Show less
  • Jpmorgan
    Senior Manager
    Jpmorgan Aug 2014 - Dec 2016
    New York
    ● Key person who support and cover Margin Loans, Hedge Funds Financing, Private Equity Financing and US fund platform business, having developed an end to end understanding of the operating model.● Selected as the best candidate to relocate to NYC and played a key role in Loans business ($5 Billion of positions with an annual Pnl of $35M~) migration from London to New York, along with many essential bespoke infrastructures and ensure a seamless transition. ● Partner with technology and… Show more ● Key person who support and cover Margin Loans, Hedge Funds Financing, Private Equity Financing and US fund platform business, having developed an end to end understanding of the operating model.● Selected as the best candidate to relocate to NYC and played a key role in Loans business ($5 Billion of positions with an annual Pnl of $35M~) migration from London to New York, along with many essential bespoke infrastructures and ensure a seamless transition. ● Partner with technology and business leads not only on the migration but also in the successful capture of significant new business on this new trading desk in NA which is growing at a considerable rate. ● Focus on designing the control environment, operational architecture and overseeing the trade lifecycle capture, processing/maintenance and covenant management. ● Work on local efficiencies, take ownership of the program progress, specific action plans and dealing with unexpected changes. Show less
  • Jpmorgan
    Ta
    Jpmorgan Apr 2010 - Jul 2014
    London
    ● Worked with the Traders to analyze new deals, provide input into the pre-negotiation of a trade, help book new deals and set up the operational and support processes. Responsible for the transaction lifecycle of trades from their original trade booking through their settlement, risk exposure, profit and loss reporting and disclosure in the firm's General Ledger system.● Calculated the trade Pnl, loan, interest, coupon and commitment etc payment, calculated and checked the breach, haircut… Show more ● Worked with the Traders to analyze new deals, provide input into the pre-negotiation of a trade, help book new deals and set up the operational and support processes. Responsible for the transaction lifecycle of trades from their original trade booking through their settlement, risk exposure, profit and loss reporting and disclosure in the firm's General Ledger system.● Calculated the trade Pnl, loan, interest, coupon and commitment etc payment, calculated and checked the breach, haircut and change percentage for loan covenant.● Continually improved and amended processes and control infrastructure to stay aligned and relevant to business decisions. Show less
  • Jpmorgan
    Analyst
    Jpmorgan Jan 2009 - Mar 2010
    Scotland
  • Chinese Embassy
    Trade Attaché
    Chinese Embassy Jul 2006 - Sep 2008
    Harare
    ● Worked with the Minister-level government officials, business executives, World Bank and UNDP to setup bilateral economy cooperation. Signed 4 Bilateral Economy Agreements including Zimbabwean government as the 4th African country to recognize China as a full market economy through team negotiation.● Developed whole-line Chinese investment and export products Strategy: Structured options for China market entry for a major Zimbabwean tobacco supplier; Resolved the lack of letter of credit… Show more ● Worked with the Minister-level government officials, business executives, World Bank and UNDP to setup bilateral economy cooperation. Signed 4 Bilateral Economy Agreements including Zimbabwean government as the 4th African country to recognize China as a full market economy through team negotiation.● Developed whole-line Chinese investment and export products Strategy: Structured options for China market entry for a major Zimbabwean tobacco supplier; Resolved the lack of letter of credit problem between Chinese exporters and Zimbabwean importers; Performed strategic plans for the Chinese vehicles sector and Zimbabwean mining sector.● Provided consulting services (including policies, market entry, investment environment, restraint of trade, etc.) to more than 100 Chinese and Southern Africa companies to help them engage international trade and evade risks.● Secured financial aid for African children and youth and actively involved in monthly charity activities including shows and dinners. Show less
  • Ministry Of Commerce, China
    Officer
    Ministry Of Commerce, China Jul 2003 - Jun 2006
    Beijing
    Department of E-Commerce

Joe Liu Skills

对冲基金 领导力 团队管理 结构化股权融资

Joe Liu Education Details

Frequently Asked Questions about Joe Liu

What company does Joe Liu work for?

Joe Liu works for 光大特斯联

What is Joe Liu's role at the current company?

Joe Liu's current role is 集团副总裁 and Tecco CFO.

What schools did Joe Liu attend?

Joe Liu attended Nanjing University.

What skills is Joe Liu known for?

Joe Liu has skills like 对冲基金, 领导力, 团队管理, 结构化股权融资.

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