Summary
Overview
Work History
Education
Skills
Timeline
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Rosa Chen

Auckland,AUK

Summary

  • Highly motivated professional with a strong work ethic, adaptability, and exceptional interpersonal skills.
  • Results-driven finance and strategy professional with over 10 years in a top-tier consulting firm, and 3 years in the investment industry.
  • Proven track record in advising clients on complex transactions and market entry, M&A deals across sectors, including financial services, consumer goods, and infrastructure.
  • Skilled in industry research, financial analysis, and cross-border project execution.
  • Adept at navigating dynamic business environments, delivering insights that align with strategic priorities.
  • I relocated to New Zealand in the past two years, and I am adept at working effectively unsupervised, and quickly mastering new skills.

Overview

16
16
years of professional experience

Work History

Head of Enterprise Risk

China Construction Bank New Zealand
Auckland, Auckland
11.2023 - Current
  • Conducted monthly macroeconomic and sectoral analysis (e.g., OCR, inflation, regulatory policy shift, Triff, etc.).
  • Provide regular updates to senior management on emerging macro and industry-specific analysis.
  • Benchmarked sectoral risk exposure against industry peers and market best practices, informing strategic decisions on credit appetite, capital allocation, and product offering refinement.
  • Designed and implemented forward-looking risk strategies that directly supported new product innovation and market entry.
  • Aligned with the dynamic needs of financial markets and regulatory expectations.
  • Led cross-functional collaboration with product and business teams to evaluate new financial products or offerings (e.g., Panda bond), embedding risk insights into transaction structuring and strategic product development.
  • Assessed emerging risks to ensure product strategies aligned with both sector-specific challenges and macroeconomic conditions.

Director

Deloitte Consulting
Shanghai, China
07.2014 - 10.2023
  • Led the Asia-Pacific Integration initiative, developing and executing a comprehensive growth strategy that aligned with the unique client portfolios, industry focuses, and development priorities of each member firm across the region.
  • Developed and deployed go-to-market strategies that successfully increased market share across key financial sectors.
  • Lead high-performing teams in delivering strategic consulting services to Fortune 500 clients, driving business development through M&A, and assisting them in completing the PMI (e.g., WeWork, Baosteel, Bank of Sao Paulo).
  • Acted as a strategic advisor to senior leadership to provide M&A proposal with insights that influenced key business decisions.

Investment Manager

Shanghai Investemnt Group
Shanghai, China
11.2011 - 06.2014
  • Collaborated with legal counsels on structuring deals and documents required for closing transactions.
  • Monitored economic and political developments to anticipate their impact on investments.
  • Negotiated transaction terms with counterparties to maximize returns for investors.
  • Created detailed financial models to assess risk and return of potential investments.
  • Analyzed financial statements including balance sheets, income statements, cash flow statements.
  • Conducted due diligence reviews of new investments for potential risks or rewards.
  • Constructed portfolios using a variety of asset classes such as equities, fixed income securities, derivatives.
  • Participated in client meetings to discuss portfolio performance and provide updates on markets.

Consultant

Deloitte Accounting
Shanghai, China
07.2009 - 10.2011
  • Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
  • Reviewed existing policies and procedures to suggest necessary improvements.
  • Evaluated needs of departments and delegated tasks to optimize overall production.
  • Organized client meetings to provide project updates.

Education

J.D. - Executive Leadership Program

Oxford University
Unite Kingdom
05-2024

MBA -

Fudan University
China
06-2014

Bachelor of Arts - Business And Economics

Shanghai University of International Business
China
06-2009

Skills

  • Macroeconomic analysis
  • Due diligence
  • Transaction structuring
  • Portfolio management
  • Client relationship management
  • Strategic planning
  • Effective communication
  • Cross-functional collaboration
  • Benchmark composition
  • Mergers and acquisitions

Timeline

Head of Enterprise Risk

China Construction Bank New Zealand
11.2023 - Current

Director

Deloitte Consulting
07.2014 - 10.2023

Investment Manager

Shanghai Investemnt Group
11.2011 - 06.2014

Consultant

Deloitte Accounting
07.2009 - 10.2011

J.D. - Executive Leadership Program

Oxford University

MBA -

Fudan University

Bachelor of Arts - Business And Economics

Shanghai University of International Business

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Rosa Chen