Tan Ming Li
Kuala Lumpur,14
Summary
Seasoned finance professional with over 12 years of comprehensive experience in Corporate Treasury, Debt Capital Markets, and Structured Finance. Demonstrated expertise in financial risk management, capital optimization, and developing innovative financial solutions. Proven ability to navigate between buy-side and sell-side roles, arrange financing, and manage financial risks. Known for strong business acumen, excellent communication skills, and a digital mindset aimed at process improvement. Seeking to leverage my skills and experience to drive financial strategy and growth at Nokia.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Assistant Vice President, Commercial Banking
OCBC Bank (Malaysia) Berhad
09.2023 - Current
- Cultivate and maintain relationships with a diverse portfolio of commercial clients, providing expert financial advice to optimize their financial strategies and achieve business objectives.
- Conduct comprehensive financial analyses, assessing creditworthiness, proposing optimal credit structures, and ensuring compliance with internal policies and regulatory requirements.
- Collaborate with cross-functional teams, including Trade, Treasury, and Cash Management, to ensure efficient execution of transactions and timely disbursement of client funding requests.
- Strengthen client relationships through proactive engagement, site visits, and addressing transaction-related issues.
- Ensure timely and accurate execution of loan agreements and other banking services, enhancing client satisfaction and compliance with regulatory requirements.
Associate Director, Debt Capital Markets
Bank Pembangunan Malaysia Berhad
04.2023 - 08.2023
- Spearheaded the preparation of credit proposals and managed the credit appraisal process, securing group credit support and Board approval.
- Led the development of a bond-warehousing function, collaborating across departments such as Corporate Banking, Treasury, Finance, Credit Administration Unit, Risk, Portfolio Management etc to ensure a seamless work procedure for bond-warehousing.
Vice President, Debt & Capital Markets
Kenanga Investment Bank Berhad
10.2018 - 08.2020
- Developed and executed strategic marketing plans to secure new fund-raising mandates via bonds/Sukuk issuances.
- Conducted detailed qualitative and quantitative financial analyses and cash flow projections to optimize transaction structures.
- Identified and addressed potential issues during due diligence, ensuring compliance with regulatory guidelines.
Vice President, Debt & Capital Markets
Affin Hwang Investment Bank Berhad
03.2016 - 10.2018
- Originated, structured, and executed corporate debt securities and loan syndications.
- Designed tailored debt fund-raising solutions to meet client business plans and capital structures.
- Coordinated submissions and liaised with authorities, including the Securities Commission Malaysia, for approvals.
- Liaised with credit rating agency to ascertain credit perspective and subsequently coordinated the rating exercise.
Financing Department
Country Garden Real Estate Sdn. Bhd.
08.2015 - 03.2016
- Supported regional funding requirements of Country Garden Group.
- Managed the end-to-end process of setting up a Sukuk Programme, ensuring compliance and obtaining necessary approvals. Responsibilities include taking charge of the due diligence process, rating exercise, preparation of term sheet and information memorandum, legal documentations, obtaining consent from existing lenders, application to the relevant authorities (namely Securities Commission and Bank Negara Malaysia), dealing with potential investors, and to assist Country Garden Holdings Co. Ltd. on the queries from Hong Kong Stock Exchange with regards to the Sukuk Programme.
Analyst, Debt & Capital Markets
Maybank Investment Bank Berhad
12.2011 - 08.2015
- Enhanced client relationships and provided comprehensive financial solutions.
- Conducted industry, market, and company research, and reviewed financial models such as valuation analysis, cash flow projections, reports, information memorandums, feasibility studies to optimize deal structures.
- Identified cross selling opportunities among various products and services, including equity, fixed income, trade finance, cash management services, corporate banking, and investment products.
Education
Master of Applied Finance (Distinction Average) -
Monash University
Australia 01.2011
Bachelor of Business (Accounting & Finance) -
University of Technology
Australia01.2008
Skills
- Financial Acumen
- Report Preparation
- Project Management
- Strategic Planning
- Financial Management
Accomplishments
(i) Golden Key International Honour Society Award as top 15% student in Monash University Faculty of Accounting and Finance.
(ii) Taylor’s University College Dean’s List Award Year 2003.
(iii) Only recipient of Tan Sri Tey Han Leong full scholarship award.
(iv) High achiever in Japanese Language Proficiency Test (JLPT) Level 4.
Certification
Capital Markets Services Representative’s License (CMSRL)
Languages
English
Bahasa Malaysia
Mandarin
Cantonese
Awards
- Golden Key International Honour Society Award: Top 15% student in Monash University Faculty of Accounting and Finance.
- Taylor’s University College Dean’s List Award, 2003.
- Tan Sri Tey Han Leong Full Scholarship Award: Sole recipient.
- High achiever in Japanese Language Proficiency Test (JLPT) Level 4.
Timeline
Assistant Vice President, Commercial Banking
OCBC Bank (Malaysia) Berhad
09.2023 - Current
Associate Director, Debt Capital Markets
Bank Pembangunan Malaysia Berhad
04.2023 - 08.2023
Vice President, Debt & Capital Markets
Kenanga Investment Bank Berhad
10.2018 - 08.2020
Vice President, Debt & Capital Markets
Affin Hwang Investment Bank Berhad
03.2016 - 10.2018
Financing Department
Country Garden Real Estate Sdn. Bhd.
08.2015 - 03.2016
Analyst, Debt & Capital Markets
Maybank Investment Bank Berhad
12.2011 - 08.2015
Master of Applied Finance (Distinction Average) -
Monash University
Bachelor of Business (Accounting & Finance) -
University of Technology
Capital Markets Services Representative’s License (CMSRL)
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