Gilbert Liu

Experience

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  China Securities Co., Ltd.

  Jul 2016 - Aug 2016

  Summer Intern

  Two months internship experience in Shanghai city during summer vacation.- Internal decision making process including due diligence, and financial analysis for margin trading clients- Marketing material and project implementation

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  Taishin International Commercial Bank

  Jul 2017 - Aug 2018

  Assistant Manager, Merchant Banking Division (M&A and LBO financing)

  IB division in Taishin bank, covering APAC PE clients and focusing on LBO financing business.- Client relationship management and potential business development- Negotiations on financing terms with the clients- Internal BOD loan commitment process- Delivered credit report, industry trend and financial performance analysis- Post loan management- Prepared marketing event and guest invitation for the annually M&A forum

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  BNP Paribas Cardif

  Jul 2019 - Jun 2020

  Management Associate/Financial Analyst, Finance and Planning & Control

  2019 Cardif Taiwan management associate program. With the function of Financial planning and cost efficiency control, supported for the cost allocation between various product line, budget planning, and validation for the digital transformation projects.- Product line cost allocation: linked the fixed cost with the human capital cost into the monthly analysis, kept the allocation ratio rationale lining closely with the company strategy and stayed competitive- Yearly cost model: consolidated monthly cost allocation results for the pricing purpose, delivered detailed reports to the head office for the understanding of the yearly performance- Project investment committee: reviewed digital transformation project estimation, and monitored the cost and pay-back period during implementation phase Show less

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  元大商業銀行股份有限公司

  Jun 2020 - Mar 2022

  Assistant Manager, Corporate Product Department Syndication Team

  Syndicated loans (as a Mandated Arranger)- Pitched for a TW-listed IT company NTD RCF projectSyndicated loans (as a joining bank)- Financing term structure review and deliver opinion reports by conducting industry trend and financial performance/credit risk analysis of the borrower- Internal and cross department communicationPost loan management- RCF and Multi-tranche/currencies loans facility agent: drawdowns, monitoring financial covenant/cash flows, and principal and interest payment scheduleProject implementation and market research- Support the Equator principle adaption and internal process development- Green loan principles and sustainability linked loans presentation Show less

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  Cathay United Bank

  Mar 2022 - now

  Asistant Manager, Capital Solutions Department - Leveraged & Syndicated Finance Section