Aaron Lee, FCCA, ACB

Experience

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  Citi

  Aug 2010 - Sept 2010

  Summer Intern
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  PwC

  Jul 2011 - Aug 2011

  Vacation Trainee
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  PwC

  Aug 2012 - Oct 2020

  Assurance Financial Services

  Primary role involves providing audit services in the Financial Services sector.Main portfolio of audit clients incude commercial banks, investment banks, asset management companies and private equity.Aside from audit, other exposures include:• Regulatory reporting and control process review• Technical advisory on regulatory reporting and compliance for the implementation of regulatory reporting system• Financial due diligence exercise• Performance management• Validation review of agreed-upon procedures on Client Assets requirement under the Capital Market and Services Act. Show less

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  Schlumberger

  Nov 2020 - Mar 2022

  Statutory & Tax - Kuala Lumpur Finance Hub

  Primary responsible for reviewing statutory fiscal accounts (financial reporting), group reporting and reviewing statutory tax returns. Overseeing Scandinavia geo market region.Involved in SAP X1 migration and successfully implemented go-live SAP system. Following go-live migration, actively involved and participate in enhancing its policy & procedures which includes its process governance.

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  CIMB

  Apr 2022 - now

  Primary roles involves:• Actively monitor markets and provide market colour & trading strategies to the team.• Analyse and monitor credit risk of new & existing investments, with the aim to achieve profitability and return targets.• Analyse broader market macro-economic trends and events to optimise overall portfolio positioning.• Engage with internal & external trading counterparties as part of management & investment of allocated Shareholders’ Funds.• Assist team with other credit risk related matters, including new requests and annual review of issuer credit limits. Show less Primary roles involves:• Prepare fixed income credit analysis & proposal as well as provide related analytical support for submission approving authorities. • Evaluate the credit quality of the Bank’s corporate bonds portfolio in various industries with total approved limits of total MYR40.0B• Monitor the fixed income portfolio to ensure any deterioration in the asset quality is properly escalated to the relevant authorities.• Work closely with traders to formulate strategies & limits rationale as well as different stakeholders across CIMB.• Currently managing portfolio sectors such as Sovereign entities, Oil & Gas, Power Generation and Utilities. Show less

  • Manager, Corporate Treasury - EXCO Fixed Income

    Jan 2025 - now

  • Manager, Credit Risk Analytics (Traded Credit)

    Apr 2022 - Dec 2024