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About me

I am an experienced specialist in Insurance and Finance (Financial Experts) and Information and Communication Technology (Programmers). With 20 years of work experience, including 4 years of management experience, I am able to provide a high level of expertise and insight in these fields.

Superpowers
Project Management Risk Assessment Data Analysis System Integration
Skills
Data AnalysisGap AnalysisProblem SolvingProject ManagementRisk AssessmentSystem IntegrationVendor Management
Experience
Nov, 2018
Jul, 2022
head of settlement and operations development
Financial ServicesFinancial Services
Securities
As a Head of Settlement and Operations Development with 4 years of experience, I have been responsible for leading teams for Business As Usual in settlement processes on global markets in cross asset classes. My major achievements include streamlining the middle-back office system, establishing multiple execution brokers, integrating market data, and implementing custodian models. I have also been involved in projects such as CSDR implementation for Fixed Income product, SFC Regulatory inspection, and new business/product launch support.
Key responsibilities Key responsibilities
  • Project initiation
  • Requirement gathering
  • Risk analysis
  • User training
Key achievements Key achievements
  • Middle-back office system Streamline
  • Execution brokers establishment
  • Market data integration
  • Custodian model implementation
Sep, 2017
Apr, 2018
senior business analyst
Financial ServicesFinancial Services
CIB
As a Senior Business Analyst, I am responsible for project initializing, gathering requirements, providing user training, and go-live preparation. My major achievements include middle-back office system migration, SWIFT SRG upgrade, regulatory implementation, and assisting user to execute test case & script.
Key responsibilities Key responsibilities
  • Project initializing
  • Gathering requirements
  • Providing user training
  • Go-live preparation
Key achievements Key achievements
  • Middle-back office system migration
  • SWIFT SRG upgrade
  • Regulatory implementation
  • Assist user to execute test case & script
Apr, 2016
Sep, 2017
business analyst
Financial ServicesFinancial Services
Trustee
I am a Business Analyst, My duties include project initiation, requirements gathering, testing definition, user training, and providing workaround solutions. My major achievements include front-to-back office integration, SWIFT SRG upgrade, market data migration, and order management.
Key responsibilities Key responsibilities
  • Project initiation
  • Requirements gathering
  • Testing definition
  • User training
Key achievements Key achievements
  • Front-to-back office integration
  • SWIFT SRG upgrade
  • Market data migration
  • Order management
Apr, 2014
Apr, 2016
senior business analyst
Financial ServicesFinancial Services
Global custodian
I am a Senior Business Analyst with two years of experience in the global custodian industry. My responsibilities include conducting feasibility studies, gathering requirements from users, performing risk analysis, and providing user training. My major achievements include Mutual Fund ordering and back-office system integration, enhancement projects for small changes in the Global Custody area, and more.
Key responsibilities Key responsibilities
  • Feasibility study
  • Gathering requirements
  • Risk analysis
  • User training
Key achievements Key achievements
  • Mutual Fund ordering
  • Back-office system integration
  • Enhancement projects
  • Global Custody area
Jan, 2013
Apr, 2014
system analyst
Financial ServicesFinancial Services
Investment Institution
I have two years of experience as a System Analyst at a leading investment institution. My main duties include developing middle office system and integrating with legacy systems. My major achievements include developing a middle office system, integrating with legacy systems, ensuring system reliability, and increasing system efficiency.
Key responsibilities Key responsibilities
  • Developing middle office system
  • Integrating with legacy systems
  • Testing and debugging system
  • Ensuring quality and reliability
Key achievements Key achievements
  • Developed middle office system
  • Integrated with legacy systems
  • Ensured system reliability
  • Increased system efficiency
Sep, 2007
Jul, 2010
system analyst
Financial ServicesFinancial Services
Investment Institution
As a System Analyst with 3 years of experience, I have been responsible for developing and supporting middle back office systems. My major achievements include implementing the Middle back office system in a global site, reducing system downtime, improving system performance and enhancing user experience.
Key responsibilities Key responsibilities
  • Develop middle back office systems
  • Maintain and improve existing systems
  • Analyze system requirements
  • Identify and resolve system issues
Key achievements Key achievements
  • Implemented Middle back office system
  • Reduced system downtime
  • Improved system performance
  • Enhanced user experience
Sep, 2012
Jan, 2013
contract system analyst
Financial ServicesFinancial Services
Banking
As a Contract System Analyst, I am responsible for developing programmes and enhancing back office systems, as well as creating ETLs and implementing the FXMM area. I have successfully developed programmes, enhanced back office systems, created ETLs, and implemented the FXMM area.
Key responsibilities Key responsibilities
  • Developing programmes
  • Enhancing back office systems
  • Creating ETLs
  • Implementing FXMM area
Key achievements Key achievements
  • Developed programmes
  • Enhanced back office systems
  • Created ETLs
  • Implemented FXMM area
May, 2011
Jan, 2012
contract nova consultant
Financial ServicesFinancial Services
Banking Investment
I worked as a Contract nova consultant for a Hong Kong-based Bank (investment). My main responsibility was to implement the back office system and integrate it with the company's legacy systems. I successfully implemented the back office system and integrated over 50 legacy systems. I also improved system processes and operations, which increased system efficiency and reliability.
Key responsibilities Key responsibilities
  • Implementing back office system
  • Integrating with legacy systems
  • Developing and maintaining system processes
  • Ensuring smooth system operations
Key achievements Key achievements
  • Successfully implemented back office system
  • Integrated over 50 legacy systems
  • Improved system processes and operations
  • Increased system efficiency and reliability
Jul, 2010
Feb, 2011
system consultant
Financial ServicesFinancial Services
Banking
I have been working as a System Consultant for the past 7 months in a Hong Kong-based Bank. My primary job responsibility is vendor package selection and scoring. I have also been involved in RFI and RFP preparation. My major achievement in this job was selecting a suitable back office system. I was able to meet deadlines, provide technical expertise and manage the vendor selection process.
Key responsibilities Key responsibilities
  • Vendor package selection
  • Vendor scoring
  • RFI preparation
  • RFP preparation
Key achievements Key achievements
  • Selected back office system
  • Met deadlines
  • Provided technical expertise
  • Managed vendor selection process
Dec, 2000
Aug, 2007
system analyst
Financial ServicesFinancial Services
System integrator
I am a system analyst with 7 years of experience in system integration in Hong Kong. As a team leader, I have successfully implemented various application systems such as financial system, payroll system, data warehouse system, trading system as well as the integration to existing system such as SAP, e.g. FI/CO, Banking EDI. I have a solid experience in database design including logical and physical data modelling, XML and XSL technologies, UML and Reporting Tools. I have also managed vendors and have completed a financial system implementation.
Key responsibilities Key responsibilities
  • Team leader
  • Implementing application systems
  • Database design
  • Vendor management
Key achievements Key achievements
  • Financial system implementation
  • Integration to existing system
  • Data modelling
  • XML and XSL technologies