Martin JI
Epping,Australia
Summary
Proactive and meticulous Associate Director with 6 years of working experience in the front and back office of Bank of China, and over three years of experience in project finance and corporate banking, covering clients from Renewable, PPP, Commodity Market and Waste Management industry. Customer-oriented team player with expertise generating optimal satisfaction levels and a strong problem-solver dedicated to promote team efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Associate Director - Investment Banking
Bank of China, Sydney Branch
08.2022 - Current
- Working as part of a deal team to support origination and execution of Project Finance transactions, and conducting relevant credit, financial, modelling and due diligence analysis;
- Preparing and submitting documents seeking business and credit approval for deals in renewable, mining, commodity market, waste management, and contribute/advise on reviewing and sign off of documentation on deals;
- Structuring bespoke financing solutions to meet a clients' objectives;
- Assisting with structuring and negotiation of terms and engagement with legal counsel and due diligence providers;
- Create and update relevant client and deal information in system including pipeline deals, call report, client contact details;
- Performing portfolio monitoring activities such as construction monitoring, breach management and other reporting and liaise with credit risk where required
Senior Associate - Project Finance
Bank Of China, Sydney Branch
01.2021 - 08.2022
- Working as part of a deal team to support origination and execution of Project Finance transactions mainly in Renewable and PPP sectors;
- Support the preparation and submission of documents seeking business and credit approval for transactions and contribute/advise on the reviewing and sign off of documentation on deals;
- Providing support to the team's senior bankers in covering and servicing the needs of clients including their operational requirements and enquiries;
- Create and update relevant client and deal information in system including pipeline deals, call report, client contact details;
- Performing portfolio monitoring activities such as construction monitoring, breach management and other reporting and liaise with credit risk where required
Executive Assistant
Bank of China, Sydney Branch
03.2020 - 01.2021
- Acting as the primary point of contact between the executives and internal or external stakeholders;
- Preparing the internal Board packs, agendas and any other corporate administration for the internal meetings;
- Handling correspondence directed to executives;
- Providing high-level administration support and office administration such as expense management, meeting coordination, and contacts management;
- General office administrative assistance;
Facilities Coordinator (Admin Manager)
Bank of China, Sydney Branch
06.2018 - 03.2020
- Attending daily maintenance and repairs of the all facilities in Australia, including retail branches all over Australia;
- Assisting in coordination of bank events and renovation projects;
- Preparing and monitoring annual expenditure budget and fixed asset budget;
- Administrative duties, including managing office supplies and arranging staff flight and accommodation.
Junior Property Manager/Department Head Assistant
Ray White Epping
05.2016 - 02.2018
- Assisting senior property manager to manage a portfolio of 280 properties
- Responding all enquiries and liaise with owners and tenants
- Arranging repairs & maintenance management for properties
- Conducting routine inspection, rental reviews & lease renewals
- Marketing of vacant properties
- Completion of ingoing and outgoing residential premises condition reports
- Approaching new clients
- Performing administrative duties required from the department.
Property Manager
First Fusion Real Estate Parramatta
04.2015 - 05.2016
- Managing a portfolio of over 100 rental properties
- Assisting accounts in the collection of bonds, deposits, rents, fees or other charges in connection with leases
- Managing all maintenance requests in a timely manner
- Overseeing marketing materials for vacant rental properties
- Attending tribunal cases when required
- Conducting routine, ingoing and outgoing inspections
- Doing admin jobs when required.
Education
Diploma of Translating – English to Chinese -
Abbey College
Sydney, NSW02.2015
Master of Accounting and Finance -
University of Technology, Sydney
Sydney, NSW12.2014
Bachelor of Commerce – Professional Accounting -
Macquarie University
Sydney, NSW06.2012
Skills
CPA
Master degree in accounting and finance
Excellent communication skills in English and Chinese
Proficiency in Microsoft Office
Key Skills Summary
- Strong attention to detail and great problem-solving ability
- Good written and verbal communication skills in English and Chinese
- Good knowledge of Microsoft Office
- Can do attitude with great work ethic
- Associate member of CPA
Additional Qualification
- Full Drive License
- Certificate of registration
References
Available on request
Certification
- CPA - Certified Practising Accountant
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Associate Director - Investment Banking
Bank of China, Sydney Branch
08.2022 - Current
Senior Associate - Project Finance
Bank Of China, Sydney Branch
01.2021 - 08.2022
Executive Assistant
Bank of China, Sydney Branch
03.2020 - 01.2021
Facilities Coordinator (Admin Manager)
Bank of China, Sydney Branch
06.2018 - 03.2020
Junior Property Manager/Department Head Assistant
Ray White Epping
05.2016 - 02.2018
Property Manager
First Fusion Real Estate Parramatta
04.2015 - 05.2016
Diploma of Translating – English to Chinese -
Abbey College
Master of Accounting and Finance -
University of Technology, Sydney
Bachelor of Commerce – Professional Accounting -
Macquarie University
Similar Profiles
Mengqi WangMengqi Wang
Assistance Credit Administration Manager at Bank of China Sydney BranchAssistance Credit Administration Manager at Bank of China Sydney Branch
Gongwei LiuGongwei Liu
Corporate Relationship Department Manager at China Everbright Bank Chengdu Branch (Xinglonghu Sub-branch)Corporate Relationship Department Manager at China Everbright Bank Chengdu Branch (Xinglonghu Sub-branch)
Nikki LauNikki Lau
Banking Operations and Settlement Officer at Bank of Taiwan Sydney BranchBanking Operations and Settlement Officer at Bank of Taiwan Sydney Branch
Kelly CaoKelly Cao
Corporate Accountant at The Co-operative BankCorporate Accountant at The Co-operative Bank
Wai On Steven KwanWai On Steven Kwan
Service Engineer at Karl Mayer Hong Kong LtdService Engineer at Karl Mayer Hong Kong Ltd