PILOT REGISTRY //// HONG KONG SAR

SHIQIU
(BILL) LIU

シキュウ・ビル・リュウ

Risk-focused financial analyst at Huatai Financial Holdings (Hong Kong). Client due diligence, AML risk management, and quantitative analysis — Python and SQL under the hood, trained at Rotman and Waterloo.

CFA LEVEL IIPYTHON · R · MYSQLP&L MODELLING

▼ SCROLL FOR MISSION LOG

ID-1997 // ACTIVE DUTY

01 // MISSION LOG

Experience

Client Reference Data Specialist

JUL 2025 — PRESENT

Huatai Financial Holdings (Hong Kong) Limited · Hong Kong SAR

Client reference data management — analysis, cleansing, and remediation of records to resolve inaccuracies and ensure data integrity.
KYC documents and external research for data input and maintenance in core proprietary systems, under strict company and regulatory guidelines.
Data lifecycle management with business units across the firm to verify accuracy for firm-wide use.

Financial Analyst

JUN 2024 — JUL 2025

Sonim Technologies, Inc.

Financial trend analysis on revenue, COGS, and operating expenses — identifying key drivers to inform strategic decisions.
Quarterly limit-review preparations: business-change inputs, top-down and bottom-up quantitative analyses, recommendations presented to senior finance and risk stakeholders.

Relationship Partner

DEC 2021 — APR 2024

JPMorgan Chase & Co. · China

"Best Partner" award, China Operations team, 2023.
Spearheaded end-to-end KYC onboarding for new clients — compliant, with optimized turnaround time for long-term relationships.
Partnerships across legal, compliance, credit, and operations to keep information flowing and eliminate roadblocks.

02 // TRAINING RECORD

Education

2021 · GPA 3.7

University of Toronto — Rotman School of Management

Master of Financial Risk Management

Derivative Models for Risk Management · Regulation of Financial Institutions · Innovation in Financial Technologies

2016 — 2020 · GPA 3.9

University of Waterloo

Bachelor of Mathematics — Financial Analysis & Risk Management

Dean's Honor List, 2016 — 2020
Portfolio Optimization Models · Derivatives · Mathematical Statistics

03 // QUALIFICATIONS

Certifications

CFA INSTITUTE · JAN 2025

CFA Program Level II

CRED. 129967613

CFA INSTITUTE · AUG 2019

CFA Level I Exam

PASSED

IB · MAY 2016

IB Bilingual Diploma

INTERNATIONAL BACCALAUREATE

IB · MAY 2016

IB Diploma Program

CRED. 38

04 // COMMS

Open a channel

Based in Hong Kong SAR. Reachable for finance and risk roles, or a chat about mobile suits.

✉ SHIQIULIU1997@GMAIL.COM LINKEDIN ↗

SHIQIU(BILL) LIU