Hong Kong SAR
Dartmouth graduate with experience across industries and geographical regions. Highly driven Chinese/English bilingual who is strong in project management and key deliverable execution. Past experience includes: Management Consulting, New Business and Platform Development, Competitor Benchmarking and Brand Awareness, Internal Audit and Regulatory change monitoring, Risk and Supervisory Compliance Management and Control, Financial Product Management / Development Work experience in the following countries: USA, China, Hong Kong, Japan, India
General description of role: - Manage APAC transition events including new account onboarding, restructure, termination, custody change, asset in-kind - Orchestrate the setup and inception of institutional mandate and fund launches, with a focus on segregated mandate, sub-advisory and advisory portfolio; - Implement new market or product capabilities to meet business need in the Investment Management space; - Develop cross-platform / cross-regional account structures and operating models; - Partner with portfolio managers, trading desks, custodians and regional service vendors to prepare for investment opportunities [May - Oct 2018] 6-month secondment in Taipei office to coordinate fund lifecycle events and mandate onboarding.
Act as business representative for the front office teams coordinating across the wider support functions within Private Bank to implement business solutions, deliver complex products and/or new business initiatives across divisions and regions.
Analyst in a midtown Manhatten financial advisory firm focusing on areas such as market risk management, credit portfolio management, economic capital and risk adjusted performance measurement, valuation and model review, and litigation support.