Tiffany Wong, CFA

Experience

• 

  HSBC

  Oct 2011 - Jun 2012

  Compliance Analyst

  - Analyzed transactional data elements of a confidential compliance project based in Hong Kong- Reviewed swift messages of blocked payments and trade finance transactions- Performed detailed researches to understand the natures of the underlying parties

• 

  Bloomberg

  Jul 2012 - now

  - Specialize in automating workflows using digital solutions, such as Natural Language Processing (NLP), Machine Learning (ML), Instant Bloomberg (IB), Chatbots, and interoperability solutions (Terminal Connect, Bloomberg App Portal)- Assist both Sellside and Buyside to simplify technology stack from front to back office- Manage and develop relationships with prospects and existing clients across US and Canada regions - Managed relationships with Sell Side to automate pre-trade, in-trade and post-trade workflows- Partnered with clients to understand their business goals and provided guidance on best fit solution- Led an APAC risk solution campaign to identify prospects, expand usage and prevent removal - Subject matter expert in Fixed Income trading workflows including market making, trade capture/clearing, position and risk management- Handled clients' technical inquiries, and collaborated with internal stakeholders (product, sales and engineers) to resolve issues- Supported account managers on new user trainings and trading solution (TOMS) implementation projects - Conveyed public holdings data filed through exchanges or regulatory agencies into actionable information- Collaborated with sales on campaigns to consolidate clients’ feedback to improve holdings product- Assisted clients to identified prospects by analyzing companies based on fundamental analysis and shareholders’ details - Acted as a liaison between Economic and Bloomberg Intelligence team to manage industry-specific data- Rationalized economic data to bridge the differences among various sources/methodologies globally - Collaborated with vendors to automate data upload process, and troubleshoot data quality issues

  • Head of Digital Strategy Solutions, Americas

    Dec 2023 - now

  • Enterprise Digital Strategy Sales

    Jul 2021 - Nov 2023

  • Enterprise Account Manager - Sellside Order Management System (TOMS)

    Apr 2018 - Jul 2021

  • Sellside Order Management System Specialist (TOMS)

    Mar 2017 - Apr 2018

  • Investor Profiles Data Analyst

    Feb 2015 - Mar 2017

  • Economic Statistics Data Analyst

    Jul 2012 - Feb 2015