Summary
Overview
Work History
Education
Skills
Pro Boneo
Timeline
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Jim Lieu

Investment Banking - Equities Middle Office

Summary

Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure with a risk mindset and able to adapt to new situations. Excellent reputation for resolving problems and improving customer satisfaction.

Overview

11
11
years of professional experience
5
5
years of post-secondary education
3
3
Languages

Work History

Associate at Global Market Divisions

Goldman Sachs
07.2021 - Current



  • Facilitate the allocation, confirmation and matching of trades with client
  • Respond and resolve queries and exceptions from internal stakeholders and external clients
  • Optimized prematching model by working with tech team to reduce manual work.
  • Managed new hires in my team and train them on having a risk mindset.
  • Proved successful working within tight deadlines and fast-paced atmosphere.

Sales & Business Development Manager

Savitar by Ufit
07.2021 - 06.2021


  • Helped to increase sales in both the current client base as well as growing the number of new clients added to that base
  • Developed a new tracking lead model and follow up system which resulted in 21% more business yearly


Solar Finance Specialist

Rise Shine Solar
Sunnyvale
07.2016 - 06.2021
  • Providing customers with information about solar systems, finance/ funding programs, warranties, government incentives, tax rebates and ROI of the system
  • Achieve and exceed monthly sales targets by continually building relationships with both existing and potential clients.

Project Outsourcing Manager

Go Asian
Ede
01.2015 - 07.2016
  • Mentored by the Vietnamese Ambassador in the Netherlands Huynh Minh Chinh. Supported Dutch companies outsourcing to Vietnam by optimizing and integrating their outsourcing components into one seamless operation.

Startup Founder

Go Asian - Fresh Asian Food
Ede
02.2011 - 06.2014
  • Co-founded this new F&B start-up during my student time (www.goasian.nl)
  • Winner Best Take Away Restaurant 2018 by Thuisbezorgd
  • Voted by consumers in Ede and won 2nd Price Best Entrepreneur in 2009 in Ede


Education

Bachelor of Science - Trade Management Asia

Hogeschool Van Amsterdam, University of Applied
Amsterdam
04.2004 - 04.2009

Skills

    Trade Management Operations

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Pro Boneo

  • Treasurer for the Vietnam -Netherlands Business Association (2012 -2014)
  • Tennis Coach for Goldman Sachs Sports Club

Timeline

Associate at Global Market Divisions

Goldman Sachs
07.2021 - Current

Sales & Business Development Manager

Savitar by Ufit
07.2021 - 06.2021

Solar Finance Specialist

Rise Shine Solar
07.2016 - 06.2021

Project Outsourcing Manager

Go Asian
01.2015 - 07.2016

Startup Founder

Go Asian - Fresh Asian Food
02.2011 - 06.2014

Bachelor of Science - Trade Management Asia

Hogeschool Van Amsterdam, University of Applied
04.2004 - 04.2009
Jim LieuInvestment Banking - Equities Middle Office