Kai Li O.

Trading & Derivatives - Futures, Perps, Spot Platform Sales

Serve as primary subject matter expert for Coinbase’s institutional suite of products, providing world-class service and support to institutional clients such as hedge funds, investment managers, market makers, and private wealth managers.

As a Relationship Manager, I manage a dynamic portfolio of 60 MNC subsidiary clients with a focus on banks, broker dealer, fintech and Greater China segments. I am responsible for deepening banking relationship and expanding Citi’s share of wallet across cash management, trade, forex, market securities, custodian and loan products.

As an Junior Banker, I manage deals from origination to completion; delivering full lifecycle of client onboarding process from preparation of sales pitch deck, conducting credit analysis, building proposals, obtaining internal stakeholder buy-in, documentation negotiations and achieving operational readiness. Periodically, I provided a detailed analysis of clients’ financial results and developed cashflow models to forecast client’s financial health. Meticulously, I collated timely information from both internal and external sources to present accurate and comprehensive projections.

I was selected as part of a 25-member cohort out of 200 shortlisted case interview candidates to undergo a rigorous 3-year leadership development programmed for pipeline talents focused on establishing broad exposure across business functions; members rotated across front, middle and back office roles for consumer and corporate franchise segments. Achievements: - Global Client Segment Strategy (Front Office) – Regularly interfaced with key representatives from 9 APAC countries and global offices, supporting a global marketing campaign. - Singapore Financial Performance & Analysis (Middle Office) – Independently conducted deep dive into sale incentive structures; successfully identified significant opportunities for expense optimization across 42 roles and 450 FTEs. - Commodities Technology (Back Office) – Developed understanding of Python language used in Citi’s Strategic Reporting Tool (GXS); scripted configuration files that was used in production.

Exchange Student in Academic Year 2010/2011 Semester 2