JIA LIU (STACEY)
*** ********* ***** *** ***, Ithaca, NY 14850
+1-607-***-**** / +86-189-****-**** ******@*******.*** Education JOHNSON AT CORNELL UNIVERSITY Ithaca, NY Master of Business Administration, May 2017
GMAT 720, Old Ezra Finance Club; Women’s Management Council; Wine Club UNIVERSITY OF PARIS XI Paris, France
Bachelor of Law, Economics and Management, GPA Top 5%, June 2011 Ranked 1st for Financial Markets, 2nd for Financial Mathematics Experience BANK OF AMERICA MERRILL LYNCH (ASIA PACIFIC) LTD Hong Kong 06-08.2016 Summer Associate – Investment Banking Division
Participated in the execution of a multi-million bond issuance for a menswear company
- Managed to create the full bond rating presentation, delivered to the DCM and the rating agency
- Compiled historical data, revised forecasting model and highly involved in the discussions about the assumptions by different brand strategies to obtain required rating financial metrics
- Participated in the discussion meetings with the CEO and the CFO to help the client on the strategies to better present themselves in a less optimistic industry
Participated in the execution of a multi-billion spinoff and IPO in Hong Kong for a mainland brokerage
- Conducted a comps analysis and case studies covering six companies and created a full deck to address a series of HKEX inquiries
- Executed required due diligence on clients and third parties, and drafted tailored questionnaires for management interview
- Drafted the industry overview section in the prospectus, emphasized the client’s particularity versus its peers
- Assisted in editing several internal memos, including ADF, ECC, etc.
Selected to be the only summer associate of a core team of 8 for a dozen-billion deal, completed an over 100-page pre IPO request of proposal for a Chinese state-owned oil giant company within 3 days
Composed several IPO and M&A pitch books and teasers, including a well-known Chinese O2O company, a Chinese state-owned asset management company, China’s automobile industry, a Hong Kong travel agency and a Chinese power company, covering TMT, Financial Institutions, Consumer and Retail, Industrial and Energy and Power industries 2013-2015 THE ROYAL BANK OF SCOTLAND (CHINA) PLC Shanghai Analyst – Strategy and Decision Support Team, Finance Department
Managed a cross-functional team to prepare RBS country financial analysis pack, developed optimal balance sheet, funding and capital plan, monitored liquidity and interest rate risk
Acted as a strategic advisor to a local management team, drove prudential balance sheet management while maximizing the profitability, return on equity and return on capital
Led a team of 6 to oversee the dynamics of 20+ regulatory financial indicators; selected as the trainer to provide firm-wide risk management training sessions to stakeholders 2011-2013 THE ROYAL BANK OF SCOTLAND (CHINA) PLC Chengdu Accountant – Financial Regulatory and Reporting Team, Finance Department
Initiated a loan-to-deposit ratio forecasting model that resulted to project the ratio with maximum error of 0.3%; the ratio has been adopted into bank’s loan release policy as the most key financial indicator
Languages Mandarin (Native), French (Advanced with Level C2), Cantonese (Conversational) Skills Bloomberg, Factset, Capital IQ, Excel, Word, Power Point, Valuation, Financial Modeling Personal Squash, Yoga, certificated belayer for indoor rock climbing at Cornell University