Trang Tran, CFA, CA

Trang tran, cfa, ca

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location of Trang Tran, CFA, CAGreater Melbourne Area
Followers of Trang Tran, CFA, CA554 followers
  • Timeline

  • About me

    Product Owner | Investment Operations | Investment Data and Systems | ex EY

  • Education

    • College of saint benedict

      -
      Accounting & finance
  • Experience

    • Ey

      Jul 2013 - Apr 2018

      Provide accounting guidance and advice to clients regarding new accounting standards implementation, financial reporting support and regulatory reporting Melbourne, Minneapolis

      • Assistant Manager - Financial Accounting Advisory Services

        Feb 2017 - Apr 2018
      • Senior Accountant - Financial Services Assurance

        Jul 2013 - Feb 2017
    • Vanguard

      Apr 2018 - Nov 2022

      • Support APAC fixed income traders and portfolio managers throughout the trade life cycle• Collaborate with global teams to ensure accuracy of investment book of records through trade confirmations, reconciliation, investigating data issues• Liaise between Front Office and Global operation teams in investment related projects such as introducing new markets and security types, transitioning to new registry provider, changes in ETF workflows• Work closely with custodians and brokers to enhance operation rhythms Show less

      • Derivative Operations

        May 2021 - Nov 2022
      • Fixed Income Investment Support

        Mar 2020 - May 2021
      • Fund Financial Reporting

        Apr 2018 - Mar 2020
    • Australiansuper

      Oct 2022 - now
      Manager - reg tech product & systems

      • Product owner for regulatory reporting data and systems. Provide design principles, prioritisation and governance over product's performance.• Lead Finance's response to enterprise investment projects. Provide advice to the business on system migrations and data integration projects as well as industry changes.• Collaborate across Front, Middle and Back Office and their vendors to align senior stakeholders and deliver end to end results

  • Licenses & Certifications

    • Cfa institute charterholder

      Cfa institute
      Sept 2024
      View certificate certificate
    • Anz chartered accountant

      Chartered accountants australia and new zealand
      May 2019
    • Cpa

      Minnesota board of accountancy
      Dec 2014