CIMB Bank Berhad
Corporate & Investment Banking Analyst Dec 2022 - Present
- Assisted with deal structuring & preparation of term sheet.
- Prepared pre-screen memos to determine feasibility of credit extension.
- Analysed companies’ financial health, positioning, and outlook.
- Assisted with financial modelling.
- Analysed industry conditions and outlook.
- Prepared client presentation materials and pitch books.
- Entrusted with the client onboarding process, from consolidating documentation to performing KYC.
Lion Global Investors
Finance Intern Jun 2022 - Aug 2022
- Prepared payment instructions and liaised with brokers for settlement of monthly soft commission payments.
- Performed monthly reconciliation of soft commission payments arising from FX differences.
- Prepared distribution statements for unit trust funds.
- Took charge of the fixed asset verification exercise.
DBS Bank
Private Banking Intern Sep 2018 - Feb 2019
- Redesigned onboarding documentation checklist which tremendously improved efficiency and cleared up several weeks' worth of backlogs.
- Thoroughly screened and assessed high-net-worth client entities to support the due diligence process.
- Developed monthly AUM statistics reporting to management.
