Experience

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  Deutsche bank

  Mar 2005 - Dec 2006

  Analyst - equity derivatives valuations

  ● Prepared and produced daily, weekly, monthly and ad hoc client valuations report for equity and OTC derivatives products.● Automation and process improvement ad-hoc projects.

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  Bank of america merrill lynch

  Jun 2007 - Jan 2011

  ● Tracked and monitored trade cycle management of new and expired trades. ● Monitored and calculated daily expiry, coupons events for traders to confirm before booking. ● Built Barrier monitoring process for KO events & the steps required calculate and book. ● Prepared and administered migration plan of equity valuation role to Singapore.● Negotiated SLA with Singapore and other stakeholders.● Established & documented a process and training for off-shored role. ● Prepared clients valuation reports for equity derivatives trades - APAC region.● Led regional project to Improve and enhance process through automation.

  • Senior Specialist – Equity Derivatives ( Exotics & Structured Products)

    Jun 2009 - Jan 2011

  • Senior Specialist - Automation & Migration Project

    Dec 2008 - Jun 2009

  • Specialist - Equity Valuation

    Jun 2007 - Dec 2008
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  J.p. morgan

  Apr 2011 - Jul 2011

  Associate

  ● Tracked and produced daily & weekly MIS reporting for all aspects of trade cycle management.● Monitored daily breaks report and resolved issues promptly.● Responsible for EOD trade allocations to books.

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  Fidessa

  Apr 2014 - Sept 2014

  Client service specialist (derivatives)

  ● Created client facing notes/slides for new features in the platform due to an upgrade. ● Improved solutions for Fidessa trading platform users. ● Facilitated smooth on-boarding & provide training and support for existing & new users.

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  Bnp paribas

  Jan 2016 - Oct 2017

  Associate - pnl explain & publication asia

  ● Produced daily PnL explain reports for Asia Equity Derivatives & Fixed Income businesses for management. ● Compiled daily/weekly analysis and breakdown (high touch and low touch) for Cash Equity Asia fees for head of sales. ● Simplified book/portfolio creation steps and accelerated closure requests.

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  Swiss-asia financial services

  Jul 2018 - Oct 2019

  Operations manager

  ● Primary contact for clients & Portfolio Managers operational queries. ● Increased investor satisfaction by improving engagement process and seeking feedback. ● Enhanced relationship with Primes, Administrators, Custodians and vendors.● Performed Ops due diligence reviews on behalf of funds with clients. ● Reduced timescale of new fund on-boarding into PMS with Ops team. ● Designed & implemented firm wide process & procedures for Short Selling reporting for APAC (SFC, MAS & ASIC). markets. ● Decreased and streamlined trades and cash approval process for Indian market. ● Managed operation & compliance related projects. Show less

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  Henley business school

  Oct 2019 - Jun 2020

  Student

  The Henley Executive Hedge Fund Program

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  Broadridge

  Jun 2021 - now

  Sr. service consultant - broadridge investment management solutions