Jonathan Tan

Management Associate at OCBC

Singapore

About

Hi, I’m Jonathan, a graduate of the National University of Singapore (NUS) specialising in Real Estate Finance, now starting my career in Transaction Banking. My exposure to banking and real estate, supported by a solid academic background, has shaped my interest in transaction banking, a space where innovation, operational excellence, and client service come together to drive global commerce. I enjoy tackling complex challenges, learning continuously, and collaborating with others to create meaningful impact. Outside of work, I stay active through sports. Excited to grow in this field and always happy to connect.

Experience

  • Management Associate at OCBC
    Jul 2025 - Present · 1 yr

    Home Department: Global Transaction Banking

  • Summer Analyst at HSBC
    May 2024 - Aug 2024 · 4 mos

    - Gained hands-on experience in billing processes, contributing to process improvement and efficiency. - Collaborated with cross-functional teams to address client needs and align product offerings with market trends. - Developed a deeper understanding of transaction banking and payment ecosystems, including the role of fintech innovations.

  • Global Anti Money Laundering Intern at TD Securities
    May 2023 - May 2024 · 1 yr 1 mo

    - Used technology to extract and process account data for internal management reporting - Involved in AML compliance initiatives to appreciate AML regulatory and compliance obligations in the Asia-Pacific region - Assisted in the operationalisation of AML regulatory change - Assisted in the review of AML reporting provided by the head office - Assisted in the ‘Enhanced Due Diligence’ reviews on high-risk customer files for the Asia-Pacific business - Worked with various business functions

  • Julius Baer x Tenity Intrapreunership at Julius Baer
    May 2023 - Jul 2023 · 3 mos

  • Operations Intern at Coliwoo Singapore
    May 2022 - Jul 2022 · 3 mos

    - Coordinated the monthly invoicing and payment collection from residents - Monitored day-to-day functionality of the facilities and liaise with multiple parties on operational matters when necessary