Jos***Shi
Education
The University of Hong Kong (2018 - 2020)
- Degree: Master of Business Administration - MBA
University of Toronto Scarborough (2010 - 2014)
- Degree: Bachelor's Degree, B.B.A
- Field of Study: Co-op Management - Specialist in Finance
Skills:
Analytical Skills, Outstanding time management skills
Work Experience:
Assistant Vice President at CCB International Holdings
- Location: Hong Kong SAR
- Duration: Jan 2021 to Present
Associate, Corporate Advisory at CCB International Holdings
- Location: Central, Hong Kong
- Duration: Nov 2017 to Jan 2021
Assistant Treasury Dealer at China Construction Bank Toronto Branch
- Location: 181 Bay Street, Toronto, ON
- Duration: Jun 2016 to May 2017
Fixed Income Operation Administrator at RBC Capital Markets
- Location: 155 Wellington St W
- Duration: Mar 2015 to May 2016
Jr Risk Analyst - Co-op Work Experience at International Financial Data Services
- Location: Toronto, Canada Area
- Duration: Jan 2014 to Apr 2014
- Description: Applied the iFast system to conduct fund account reconciliations and investigate discrepancies; created spreadsheets, maintained information security databases, and presented data concisely in tables and graphs; prepared audit reports for internal departments and clients after analyzing potential threats to operations.
CFA Research Challenge Team Leader at CFA Institute
- Duration: Sep 2013 to Dec 2013
- Description: Led a team of five representing University of Toronto Scarborough in the CFA Research Challenge; conducted in-depth industry research using Bloomberg, FactSet, Capital IQ, and SEDAR; built a comprehensive financial model to calculate intrinsic value using FCFF and EV/EBITDA comparables; analyzed industry, risks, past/future mergers, and relevant government policies impacting valuation.
Candidate Intelligence Report
AI-powered analysis from the perspective of a US hiring director — evaluating career continuity, growth trajectory, and role fit.
Career Continuity & Risk Assessment
A brief gap of approximately 6 months between May 2017 and November 2017 exists, but overall career history shows continuous progression within finance with no extended gaps.
Career remains within financial services (risk, treasury, fixed income, and corporate advisory) with cross-border experience; no major industry switches that would raise concern.
Early career includes short stints (co-op and 1-year ranges); however, there is strong stability since 2017 with 4+ years at CCB HK and 5+ years in the AVP role, mitigating risk somewhat.
Education is solid (HKU/HKU MBA) and aligned with finance; however, primary education is non-US, which may require visa/work authorization considerations for US-based roles. Overall alignment remains strong but with relocation considerations.
Career Growth Curve
Best-Fit Roles (Top 5)
Director, M&A Advisory (APAC/Global)95% fit
Proven track record of 7+ M&A deals and 20+ target companies, with strong valuation, financial analysis, and client relationship skills; cross-border APAC exposure aligns with US recruiters seeking global talent.
Vice President, Corporate Finance - M&A92% fit
Progressively senior roles in corporate advisory with deep M&A execution experience; MBA-enhanced strategic perspective and network; ready for lead deal roles in regional or global banks.
Director, Valuation & Financial Advisory90% fit
Strong valuation and financial modeling background (FCFF, EV/EBITDA, industry/market analysis); capable of leading advisory engagements requiring rigorous financial analysis.
Senior Director, Restructuring & Turnaround Advisory87% fit
Experience in corporate restructuring and advisory; complements teams focusing on distressed assets or turnaround scenarios; cross-border experience adds regional value.
Head of Cross-Border M&A Execution85% fit
Demonstrated cross-border work between Canada and Hong Kong; can manage multi-jurisdiction deals and lead cross-border teams; strong strategic fit for global banks seeking cross-border leadership.
Related Sourcing Channels
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