Kelly Cheng
Managing Director, Scotiabank | Corporate Finance, Financial Strategy, Capital Raising
- Role
- Managing Director, Corporate and Investment Banking at Scotiabank
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kelly Cheng
Financial executive with 20+ years\' experience advising on corporate and financial strategy. Track record of developing robust financial infrastructure for corporations seeking external capital. Originated more than $100bn of public and private debt and equity across currencies. Manage P&L, capital allocation and investment strategy across client portfolio. Proven leadership in driving strategic change, managing global relationships and cross-functional teams, recruiting and managing talent. Dedicated team player with track record of working across product lines internally and externally to deliver results across an entire organization. Skills: Corporate finance, capital raising, strategy, M&A, corporate development and investor relations.Industry expertise: Real estate, gaming, lodging, food, beverages, forestry products, diversified industrials, environmental services, renewable energy / cleantech, infrastructure, transportation, media & entertainment and chemicals.
Experience
Managing Director, Corporate and Investment Banking
Jul 2021 — Present · Houston, TX, US
Recruited to build U.S. Industrials and Food & Beverage practices; manage $500mm business, including client selection, capital allocation and strategic planning.• Drove product transformation from balance‑sheet lending to advisory‑driven, capital‑light model.• Aligned senior stakeholders and mobilized cross‑product teams to increase fee revenues while decreasing funded assets, improving ROTE.• Strengthened franchise: elevated client accounts to higher relationship tiers and converted prospects into clients.• Mentor and coach team members, building skills in product cross-sell, regulatory navigation and strategic client management.
Education
Harvard Business School
Master of Business Administration - MBA, Business Administration and Management, General
Harvard Business School
MBA, Business Administration and Management, General
2004 — 2006
Yale University
BA, Economics, East Asian Studies with Distinction
1996 — 2000
Skills
- Valuation
- Cleantech
- Portfolio Management
- Mergers
- Strategy
- Private Equity
- Acquisitions
- Venture Capital
- Joint Ventures
- Financial Modeling
- Restructuring
- Financial Analysis
- Renewable Energy
- Structured Finance
- Emerging Markets
- Investments
- Strategic Planning
- Due Diligence
- Hedge Funds
- Mergers & Acquisitions
- Investor Relations
- Finance
- Capital Markets
- Trading
- Investment Banking
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