Jamie Chan

Experience

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  PUBLIC BANK BERHAD

  Feb 2008 - Dec 2009

  Senior Credit Analyst

  • Joined the Bank as a Graduate Trainee in the Bank’s Management Trainee Programme and was attached to the Credit Operations division.• Job scope primarily entailed assessing and processing applications for all types of credit facilities including retail loans, commercial loans and trade finance facilities.• Required to perform necessary credit checking and critical financial and industry analyses, and subsequently put up a comprehensive written appraisal/recommendation for decision by appropriate credit approving authority.• Demonstrated outstanding communication skill through presentations and proposals of varying credit facilities and/or loan packages to both retail and corporate clients. Show less

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  RHB Investment Bank Berhad

  Dec 2009 - Jul 2013

  Manager

  • Attached to the Equity Capital Markets department.• Analysed the feasibility of domestic and regional equity transactions, and managed the implementation of these transactions.• Prepared / managed the preparation of marketing materials and fact sheets containing pertinent information on subject company that comprised key stock statistics, financial information and performance, key investment highlights, industry outlook etc., for distribution to institutional clients.• Worked with external professionals and authorities to ensure the timely, expedient and successful completion of a transaction.• Played an active role in organising the corporate road show for MAHB to a crowd of over 60 analysts and fund managers, and assisted in the successful completion of the RM583 million book building for Khazanah Nasional Berhad’s sell-down of 8.7% of its existing stakes in MAHB. • Single-handedly organised marketing road shows cum analyst briefings for the Initial Public Offerings (IPOs) of Oversea Enterprise Berhad, Focus Point Holdings Berhad, K Seng Seng Corporation Berhad, Catcha Media Berhad and iDimension Consolidated Berhad, amongst others.• Prepared detailed underwriting assessments comprising analysis on subject company, its operations and key financial data, amongst others, to propose to the Group’s Investment Committee for the underwriting of various capital raising exercises like the IPOs of IHH Healthcare Berhad, Boilermech Holdings Berhad, Malaysia Marine and Heavy Engineering Holdings Berhad, Petronas Chemicals Group Berhad and UOA Development Berhad, amongst others. Show less

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  MIDF Investment Bank Berhad

  Sept 2013 - May 2014

  Research Analyst

  • Extensive coverage on the power and non-bank financial sectors.• Companies under coverage include Tenaga Nasional Berhad, a heavily-weighted component stock of the key benchmark index for Bursa Malaysia, the FBM KLCI; and other blue-chip stocks like YTL Power International Berhad, BIMB Holdings Berhad and Syarikat Takaful Malaysia Berhad, amongst others.• Conduct in-depth and critical analysis of listed companies and their underlying businesses; examine their prospects, performances, accounting and financial practices; and arrive at their respective intrinsic valuations.• Conduct thorough industry analysis and data mining to produce comprehensive sector reports.• Respond to requests for data, information, presentation and calls from internal and external clients.• Develop and maintain relationships with senior management and investor relations personnel of public listed companies. Show less

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  Hong Leong Asset Management Berhad

  Jun 2014 - Jun 2016

  Equity Analyst

  • Sectors under coverage include oil and gas, and utilities.• Initiate, perform and maintain fundamental analysis of public-listed companies to assess suitability of stocks for inclusion in the portfolios.• Investment analysis includes financial statement analysis, financial modeling, comparable company analysis, as well as assessment of sectors under coverage and general macroeconomic trends.• Formulate investment ideas and articulate to fund managers for inclusion in portfolios. This includes generating and communicating value-added buy or sell recommendations on individual stocks and other relevant information to fund managers.• Maintain close working relationships with brokers/ sell-side analysts, and periodically attend company briefings and networking sessions with management teams to keep abreast of industry- and company-related news in order to respond to time-sensitive corporate updates in a timely manner. Show less

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  Danajamin Nasional Berhad

  Jun 2016 - Jun 2020

  Manager

  - Perform periodic credit reviews for existing portfolio companies under management and ensure that all key aspects of the credit review are updated, i.e. commentaries on latest financial updates, cash flow projection, key business updates and overall risk assessment for evaluation of the respective Client’s creditworthiness.- Raise ad-hoc credit memos to the relevant approving authority(ies) based on varying Clients’ requests- Execute relevant tasks including preparation and/ or review consent letters and supplemental agreements, close monitoring of Clients’ compliance of covenants imposed, and flagging out first signs of distress in Clients’ repayment abilities to the Credit Committee- Prepare periodic brief updates on the Oil and Gas industry to the entire organisation, and provide an in-depth evaluation and forward-looking views on the industry on a whole via an annual presentation to the Credit Committee Show less

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  Maybank

  Jun 2020 - now

  Senior Manager

  - Attached to the Client Solutions Group division under Group Wealth Management, Community Financial Services- Originate complex credit transactions and undertake functions to perform financial reviews, deal structuring, cash flow analysis, capital recycling to unlock and/or create value for business owners or ultra-high networth clients- Key tasks include end-to-end credit evaluation process, from reviewing/conducting credit assessment, preparation of term sheets, processing credit application papers, presenting credit recommendation to approving authority, legal documentation up to financial close- Assist in account planning and account management which scope requires information gathering, data mining, research on peer companies and industry, analytical review of potential financial and business risks of new and existing clients, as well as collaboration and engagement with product partners to identify business opportunities with said clients- Managing and maintaining close relationship with clients, thoroughly understanding each client and keeping abreast to the latest development and strategies to be able to propose accurate solutions catered to their requirements, be it financing and/or investment products. Show less