An accomplished financial professional with over seven years of experience in business management, corporate finance, and equity capital markets. Currently serving as Vice President at CITIC AMC Financial International Holdings, I have a proven track record of leading project teams managing distressed assets valued over $100 billion and facilitating strategic partnerships with global financial institutions. My expertise spans financial advisory, debt restructuring, IPO underwriting, and corporate finance, with hands-on experience in executing complex transactions, including privatizations and equity issuance.
Overview
8
8
years of professional experience
Work History
Senior VP, Business Management Department
CITIC AMC Financial International Holdings Limited
04.2023 - Current
Coordinate and manage eight project teams within the company, overseeing the progress tracking and management of distressed asset projects with a total asset value exceeding $100 billion
I am responsible for monitoring weekly project updates, providing recommendations on key project management tasks, and ensuring that project teams execute management work according to these recommendations
Lead the company's overall marketing efforts, facilitating partnerships with both domestic and international financial institutions to explore new business opportunities and identify potential investors for asset transfer projects
Participate in the development of disposal strategies for existing non-risk projects, set performance metrics for various business teams, regularly track team progress on disposal strategies, assist in evaluating these strategies, and accelerate the disposal process of distressed assets
Maintain timely communication with the parent company and shareholders, draft strategic development plans for the international subsidiary, including key focus areas for future operations, and prepare documents such as the company's five-year plan and annual development plans
Vice President, Corporate Finance Department
CITIC AMC Financial International Holdings Limited
10.2021 - 04.2023
Participated as a financial advisor on projects governed by the Takeovers, Mergers and Share Buybacks Code, including key projects involving corporate restructuring and privatization of listed companies
I helped project companies achieve their goals, including successfully completing the privatization of AAG Energy (HK.2686)
Engaged in equity underwriting, conducted due diligence and investor recommendations, and, as a Joint Bookrunner (JBR), assisted the company in the issuance of SciClone Pharmaceuticals (HK.1499) and Star CM (HK.6698)
Participated in the initial due diligence work for Initial Public Offering (IPO) projects
Contributed to the design and implementation of debt restructuring plans for listed companies, negotiating with creditors and target companies to achieve mutually beneficial debt restructuring plans while safeguarding the interests of the clients
Associate, Equity Capital Markets (WE Securities Limited)
WE Financial Holding Group
09.2018 - 09.2021
Company Overview: Hong Kong
Raised funds for companies conducting Initial Public Offerings (IPOs) in Hong Kong, prepared roadshow materials, and assisted companies in arranging investor meetings, executing listings, and managing various financial transactions such as financing deals
Participated in equity underwriting, conducted due diligence and investor recommendations, and, as a Joint Bookrunner (JBR), contributed to the issuance of Cangnan Instrument (HK.1743), JH Education (HK.1935), and Zhongliang Holdings (HK.2772)
Engaged with local governments and regional financial offices to identify high-quality enterprises that met Hong Kong listing requirements and provided guidance for their listings
Participated in due diligence and financial model calculations for prospective and IPO-bound companies
Hong Kong
Information Manager
WE Financial Holding Group
01.2018 - 09.2018
Company Overview: Hong Kong
Led the establishment of SPC (Segregated Portfolio Company) funds, successfully preparing and managing various private equity funds, including the Vietnam Secondary Market Fund, Thailand Real Estate Fund, and Japan Real Estate Fund
Conducted investment product analysis and due diligence for professional investors, recommending funds and structured products that aligned with client needs
Developed marketing channels, including providing data and other relevant materials required for asset allocation strategy positioning
Independently carried out strategic and macroeconomic research tasks to support cross-sector asset allocation decisions
Hong Kong
Financial and International News Reporter
HK01
09.2016 - 12.2017
Worked as international feature news reporter, covered both in-depth and breaking news
Analyzed and reported international financial situations
Education
Master's Degree - Comparative and Public History
The Chinese University of Hong Kong
05.2016
Bachelor's Degree - Journalism and Communication
Hong Kong Shue Yan University
05.2015
Skills
Non-performing Assets Management
Strategic leadership
Policies and Procedures
Operational Excellence
Business Development
Financial Management
Mergers and Acquisitions
Strategic Planning
Affiliations
Hong Kong Securities and Investment Institute, Ordinary Member, 01/2022, Present
Alumni Association Hong Kong of Guangzhou University Affiliated Middle School, Council Member, 05/2024, Present
The Chinese University of Hong Kong Convocation Standing Committee, Council Member, 01/2023, Present
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Cantonese
Bilingual or Proficient (C2)
Timeline
Senior VP, Business Management Department
CITIC AMC Financial International Holdings Limited
04.2023 - Current
Vice President, Corporate Finance Department
CITIC AMC Financial International Holdings Limited
10.2021 - 04.2023
Associate, Equity Capital Markets (WE Securities Limited)
WE Financial Holding Group
09.2018 - 09.2021
Information Manager
WE Financial Holding Group
01.2018 - 09.2018
Financial and International News Reporter
HK01
09.2016 - 12.2017
Bachelor's Degree - Journalism and Communication
Hong Kong Shue Yan University
Master's Degree - Comparative and Public History
The Chinese University of Hong Kong
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