EXPERIENCE
Work History
DIRECTOR – MARKETING, NEW LISTINGS & CAPITAL MARKETS
NASDAQ, NEW YORK
September 2017 - Current
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Work closely with senior leadership on new listings acquisition and listed clients retention on a global scale; scored record high deal volume and win rates over the past six years, notable wins include a rich array of large-cap IPOs and high-profile deals across different sectors and regions;
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Craft & own customized pitch decks & marketing proposals tailored to clients & prospects; Conduct capital market research and trading analysis necessary for pitch needs;
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Engage with prospect company C-Suites, IPO advisors, sponsors (PE/VC firms) and underwriters to gain intelligence and/or gather feedback;
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Design creative campaigns for prospects and clients within budgets and timeframes in liaison with internal teams in PR, social media and brand management as well as with external agencies;
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Drive special projects with cross-functional stakeholders; Create & maintain thought leadership materials, case studies and service offerings;
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Develop project plan and timeline and track progress in a timely fashion; consistently proven capable of turning around complicated requests under time pressure and with high quality; awarded with the company's DAQ Award multiple times for Urgent Pitch Request Management, Demonstrating Mastery and Playing As A Team;
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Lead & coach new listings marketing & research associates and team members; oversee projects & ensure deliverable accuracy & quality
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Facilitate client engagement and relationship building; awarded by the CMO with Rosetta Stone Award for hosting clients and translating for IPOs and meetings.
PROJECT MANAGER
CHINA ENVIRONMENTAL INVESTMENT HOLDINGS, HONG KONG
December 2013 - February 2016
Conducted research and analysis of markets, technologies, competitive landscape for potential investment opportunities;
Supported and monitored portfolio companies & projects across a broad spectrum of sectors with a focus on aviation, clean energy, LED, property management and finance leasing;
Performed due diligence, deal valuation and assessments of risks to determine constraints and develop contingency plans; Prepared investment memos and reports for management review and decision-making;
Crafted investor relations materials on current company performance and future strategies for presentations to business partners, agencies and investors; Assisted in corporate compliance and reporting activities, prepared and reviewed fillings in line with the Hong Kong Stock Exchange listing requirements.
CONSULTING ANALYST
DELOITTE CONSULTING, HONG KONG
December 2012 - December 2013
Worked on the Technology Integration team (12/2012 - 07/2013) and the Financial Services Industry - Strategy & Operations (FSI-S&O) Team (08/2013 - 12/2013) to support clients including international blue chips and the public sector on budgets, processes and strategies related management consultancy projects in achieving operational efficiency and cost effectiveness; developed service plans in consultation with clients and vendors;
Drafted industry newsletters & thought leadership materials; Participated in the planning and execution of external eminence building and business development activities, highlights included the Deloitte Hong Kong CFO Forum with a theme on the changing role of the CFO and the finance function today;
Conducted feasibility studies for the Leisure & Cultural Services Department of Hong Kong on centralizing the disparate collection management systems at major public museums through technology and processes revamp; Created documentation outlining user requirements and vendor information for project managers and clients to make informed project plan decisions.