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
2021.07 - 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
2021.07 - 2021.06
- 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
2016.07 - 2021.06
- 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
2015.01 - 2016.07
- 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
2011.02 - 2014.06
- 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 2004.04 - 2009.04
Skills
Trade Management Operations
Risk Mindset
Trade settlement
Trade pre-matching
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
2021.07 - Current
Sales & Business Development Manager
Savitar by Ufit
2021.07 - 2021.06
Solar Finance Specialist
Rise Shine Solar
2016.07 - 2021.06
Project Outsourcing Manager
Go Asian
2015.01 - 2016.07
Startup Founder
Go Asian - Fresh Asian Food
2011.02 - 2014.06
Bachelor of Science - Trade Management Asia
Hogeschool Van Amsterdam, University of Applied
2004.04 - 2009.04