David He

Experience

• 

  UBS

  Aug 2013 - Nov 2020

   Managing a team size of 8, supervising EMEA/NA Equity Directives product in Operation Manage transition projects globally, deliver strategic change projects from efficiency and effectiveness perspective. Participated in the planning of day-to-day business operation strategy to offer an effective risk control environment. Review control risk framework to meet policies and standards, and actively promoted the implementation. Established 12 new working modules to replace the repetitive processes, allowing team members to play a greater value, successfully deliver 2 FTE saving. Designed and tested the risk control process of new equity derivative products on board. Collaborate with Robotics Process Automation to identify digital transformation solution. UBS London working experience. Mentor and assist the new hires, organize Daily Huddle, 1-2-1 sit-in; Collaborate with HR by developing and retaining talent individuals. Show less

  • Authorized Officer, Line Manager

    Sept 2016 - Nov 2020

  • Leader Analyst

    Aug 2013 - Aug 2016
• 

  UBS Asset Management

  Dec 2020 - Dec 2021

  Operation Manager

  ▪Provide operational supports to private funds including equity/ fixed income/ fund of fund/ QDLP, such as valuation, cash transfer, regular reporting, disclosure, client’s fact sheet deliver and so on. ▪Performed UAT(user acceptance testing) for new processes/programs/projects, reviewed solution design documents and provided sign off.▪QDLP fund launching and operation related.