• Performed credit rating for 85 international cases across industries, including medicine, electronic equipment & education, reporting to senior manager: Cases included syndication loans, M&A loans & PE, with transaction values up to US$100m.
• Provided strategic advice for Taishin group using excel models, including risk assessment & scenario analyses for China regulation changes, with values up to US$50m.
• Foresaw potential mobile company fraud & reported findings to the manager, helping Taishin avoid financial & reputational loss amounting to US$10m (based on average Taishin lending rates): Noticed inconsistency in financial statements & media sources, discovering mobile company provided incomplete financial statements due to China mobile industry decline.
• Prepared financial advisory recommendations, including valuation models & strategy development, presenting findings to general manager & IPO/M&A teams: Worked on insurance company IPO case pitch, with transaction amount of US$15b (highest Taiwan IPO market deal in 15 years) & M&A case with transaction amount of US$10b.