Eric Cheung, Finance Expert in Boston, MA, United States
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Eric Cheung

Verified Expert  in Finance

Finance Expert

Location
Boston, MA, United States
Toptal Member Since
July 18, 2017

Eric is an investment banker with a decade of experience at J.P. Morgan, helping large companies raise capital and financing. Following a globetrotting career spanning London, New York, Hong Kong, and Tokyo, he moved back to the US to launch his consulting business. Between advising Fortune 500 companies on Wall Street and family offices through his own firm, Eric has helped raise capital and deliver solutions for firms of all sizes.

Capital MarketsReal EstateMergers & Acquisitions (M&A)Project FinanceFinancial Planning & Analysis (FP&A)Market ResearchValuationFinancial ModelingFundraising

Career Highlights

Founder
Jarndyce Capital LLC
Vice President
J.P. Morgan
Analyst Intern
Royal Bank of Scotland

Education Highlights

Master's Degree
Boston University
Bachelor's Degree
Boston University

Certification Highlights

Series 63
FINRA
Series 7
FINRA

Case Studies

Work Experience

Founder

2012 - PRESENT
Jarndyce Capital LLC
  • Advised family offices and high net-worth individuals on how to select, structure, and manage real estate investments with a focus on single-family residential properties.
  • Built financial models of the projected cash flows with scenario analysis for clients.
  • Managed a portfolio of investment properties.
  • Conducted due diligence on new property investments and vendors (property managers, insurers, legal and tax professionals).
Focus areas: Financial Planning & Analysis (FP&A), Finance, Real Estate, Financial Advisory

Vice President

2007 - 2017
J.P. Morgan
  • Advised companies on cross-border debt and capital raises for mergers & acquisitions, strategic financing, and investor diversification.
  • Worked on $1+ billion worth of financing transactions for large corporations as well as smaller single investor private placements.
  • Ran, in my last position with the company, the Japan and Australia Fixed Income Syndicate desk.
  • Worked with clients to educate new and existing investors.
  • Helped develop investor materials and craft the investor messaging.
  • Led global investor meetings, not only in the US but across Japan, Asia, and Australia.
  • Built financial models to analyze a wide range of scenarios for clients in different industries.
  • Focused on strategic scenarios wherein a significant capital raise was required (M&A and cross-border transactions) as well as on subordinated transactions wherein capital was required to maintain rating agency or regulatory ratios.
  • Worked on complex financing with bespoke features: unique calls, currencies, and amortization schedules.
Focus areas: Capital Raising, Corporate Finance, Debt Capital Markets, Capital Markets

Bookkeeper | Accounting Advisor

2006 - 2007
MicroCAD Training & Consulting
  • Managed and maintained the corporate ledger in QuickBooks for a software sales company with over $5 million in revenues.
  • Advised the owner on the acquisition of another software sales company and helped expand the presence from a New England-focused firm to include sales and distribution in the New York region.
Focus areas: Financial Planning & Analysis (FP&A), Business Taxation, Financial Accounting

Analyst Intern

2006 - 2006
Royal Bank of Scotland
  • Raised financing in the leveraged loan market for project finance clients from the oil & gas, aviation loans/leases, and shipping tanker sectors.
  • Built financing models with projected cash flows and flexibility to run projections based on various input, including changes in commodity prices.
  • Wrote, edited, and verified investor information memorandums; participated in the due diligence process.
Focus areas: Capital Markets, Capital Raising, Project Finance
2003 - 2007

Master's Degree in Economics

Boston University - Boston, MA, USA

2003 - 2007

Bachelor's Degree in Economics

Boston University - Boston, MA, USA

SEPTEMBER 2008 - PRESENT

Series 63

FINRA

AUGUST 2008 - PRESENT

Series 7

FINRA

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