Michael W.

• Sell-side M&A across TMT (ex-Telecom), focusing on founder-led and growth-stage Pan-European companies • Support deal execution, valuation and strategic/financial buyer outreach spanning across SaaS, digital media and AI sectors • Prepared teasers, management presentations and investor decks across active M&A processes, translating complex business models, market positioning, trading comparables and precedent transactions for potential strategic and financial buyers • Build buyer and investor universes of 50–90+ targets per mandate; manage end-to-end outreach and diligence workflows, tracking investor engagement, Q&A and data requests to support board update meetings • Prepared data rooms, compiling legal, financial and operational documents for investor due diligence • Lead international buyer outreach across USA, EU and APAC markets, conducting cold email origination and direct calling to establish introductions and management meetings with potential strategic and financial acquirers

• Managed a multi-asset single family office portfolio, using Bloomberg tools (ECFC, ECAN, FFLO, ECO, WIRP, MREP) to generate allocation ideas, macro-driven rebalancing, risk monitoring (sector, region, concentration exposures) • Built Python tools to automate investment analytics and reporting, including back-testing S&P 500 pair trading strategies (correlation and mean reversion), consolidating bank statements into Bloomberg PORT-compatible templates, web scraping Morningstar fund data for fund screening and due diligence • Produced valuation models, analysis and high-quality decks for the investment committee (IC) on tight timelines • Optimized Excel-based portfolio models using advanced formulas (VSTACK, UNIQUE, SUMIFS, INDEX MATCH) to improve reporting accuracy and efficiency • Designed and implemented an OCR tool that converted PDFs into structured, Excel-exportable databases, for historical records of position and transaction data • Led cybersecurity and data infrastructure upgrades with external vendors in line with operational risk management objectives

• Prepared comprehensive presentations, reports, and workbooks for the Lending APAC Management Team (MT) for all business management functions such as the USD LIBOR Transition, Hold to Collect and Sell Book (HTC&S), Product Approvals (PARP), Sustainable Finance Forum, cost recharges and product mapping • Supported the Lending Deal Teams (AF/CSL/SEF) in key aspects of transactions for large corporates, including credit approvals, preparing credit rationales, performing financial analysis, facilitating KYC/CDD due diligence, utilizing loan pricing tools, conducting market research, and assisting in rating reviews to ensure comprehensive risk assessment • Monitored the Corporate Sector Lending loan portfolio for outstanding balances, credit limits, RWA, ensuring that portfolio losses did not exceed the 5% threshold, maintaining an effective risk management position • Oversaw leverage transaction limits for the Acquisition Finance team, ensuring effective risk management and adherence to internal guidelines • Collaborated closely with Legal, Compliance, Finance and Operations teams, providing support and expertise to facilitate successful project outcomes. • Proficient in using internal systems (Vantage, Vortex, Grid, Loan Pricer, Orbis, PEGA) and financial tools (Bloomberg Terminal, CapitalIQ and Eikon Reuters) to maintain effective portfolio management

Bancassurance: • Seconded to OCBC Business Banking to support Emerging (EMB) and Enterprise (EB) Business Units in new business, extensions, and renewals of Commercial Lines insurance, including Performance Bonds, Contractor/Erection All Risk (CAR/EAR), Workman Injury Compensation & Employer’s Liability (WICA/WEL), Public Liability (PL), and Professional Indemnity (PI) for funds and fire business package plans Business Development: • Led monthly and quarterly MIS reporting to OCBC, ensuring seamless reflection of key performance metrics • Planned and executed 2022 marketing campaigns, meeting key performance indicators within budget constraints • Cultivated strong relationships with OCBC Relationship Managers, resulting in continuous referrals and support • Delivered training presentations on commercial insurance to OCBC Relationship Managers, enhancing their understanding and sales capability • Served as the main facilitator for the GExCapitaland PL Scheme Underwriting: • Provided quotations for new business within authorized underwriting limits • Conducted credit underwriting by analyzing audited and unaudited financial statements of clients applying for bonds, assessing risk based on project scope, portfolio, premium, and cash collateral • Underwrote deductibles, excess, extensions, and exclusions for various insurance classes, including Contractor/Erection All Risk, Public Liability, Fire Property, Industrial All Risk, and Workman Injury Compensation Act Insurance (WICA) • Arranged for facultative support when treaty limits were capped Reinsurance: • Arranged facultative reinsurance support for key insurance classes, including Professional Indemnity for Investment Managers (IMI), Director & Officer’s Liability (D&O), Cyber Technology Professional Indemnity, and Product Liability for Manufacturing Sales: • Generated new business, renewals, and extensions totaling over 750k+ premiums during my tenure

• Corporate Finance, Investment Theory, Financial Statement Analysis, Financial Econometrics, Sustainable Finance, Credit and Fixed Income Analysis. • Private Equity, Alternative Investments, Derivatives, Treasury Management. • Dissertation: “Examining Crypto Ecosystem Chains based on Shocks and Responses of Defined Valuation Metrics”, sole MSc Finance student to publish in a peer-reviewed open-access journal