Merlene Ho

Experience

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  Citi

  Oct 2009 - Aug 2014

  Assistant Manager, Regional Investment Operations

  *Reconcile payments accurately for investment products ranging from bonds, structured notes and mutual funds distributed in the Asia Pacific region*Utilise Bloomberg and notes information sheet as references on calculation methods of payments related to investment products*Liaise effectively with product managers, dealers, fund managers and custodians in times of discrepancies to ensure timely payments to clients and commission accounts*Mentor new employees and provide cross-team training in products and operational processes*Offered and implemented suggestions to improve operational processes*Co-manage system and process enhancement projects*Was converted to a permanent staff within 7 months of employment as a contract staff due to work efficiency Show less

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  Standard Chartered Bank

  Sept 2014 - Dec 2017

  Control Compliance Analyst, Private Banking Operations

  *Prepare escalation report to management on non-compliance of processes by front office on FX Forward Hedging and acknowledgement of post trade confirmations*Liaise effectively with internal parties on dormancy account review and Financial Investor Scheme*Conduct monthly independent review on accuracy of static data maintenance, financial transactional activities and statements*Support financial control functions through reconciliation of accounts and balances*Draft operating manuals and review User Acceptance Test (UAT) results*Winner of Excellent Service Award (Silver) within 2 years of service*Winner of MAS Skillsfuture Study Award Show less

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  OCBC Bank

  Dec 2017 - Aug 2018

  Assistant Manager, Investment Operations

  *Track and process corporate actions involving rights issues, cash offers and scrip dividends arising from CPF and SRS investments*Appointed as member of a task force to review and manage operational risk

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  DBS Bank

  Aug 2018 - now

  Assistant Portfolio Manager, Discretionary Portfolio Management (DBS Private Bank)

  *Plan and execute FX, equities, bonds and mutual funds trades for private banking clients opting for discretionary portfolio management services*Prepare business review decks and report trends in AUM flows to management*Contribute ideas and see through system enhancement initiatives