Passionate finance professional with over 6 years of diverse experience spanning institutional equities, retail trading, fund management, operations analysis, OTC cryptocurrency, and financial content creation. An adaptable and forward-thinking professional with a proven record of excellence in high-pressure, cross-market environments.
???? At J.P. Morgan’s Corporate & Investment Bank, I supported APAC Cash Equities trading across Single Stock (High Touch), Program Trading, and Electronic Client Solutions (Low Touch). As the first point of contact for clients and internal stakeholders, including Front Office such as Traders, Sales, and Account Managers, and Back Office such as Settlements, I oversaw the full trade lifecycle from allocations and confirmations to pre-matching, settlements, post-settlement events, and failed trade resolution. I managed complex cross-border transactions such as China Connect and Hong Kong Give-Ups while driving process improvements and reinforcing operational control frameworks to ensure flawless trade flow, risk control, and client satisfaction across multiple markets.
???? At -----------, as an OTC Operations Analyst, I oversaw high-value transactions, facilitated swaps between USDC and USDT, managed turnaround time, and monitored bank loans, enhancing efficiency and mitigating risk in the crypto space.
???? As a Self-Employed Equity Investor and Private Equities Fund Manager, I navigated various market conditions, including the bull market of 2021 and the volatile landscape of 2022, consistently generating profit by leveraging my deep understanding of financial markets and strategic decision-making.
???? At The Citco Group Limited, as a Reconciliations Operations Analyst, I ensured accuracy in trading activities, cash and position reporting, and daily operational deliverables while maintaining Service Level Agreements and resolving discrepancies across teams.
I am proficient in financial analysis, data management, and business communications, demonstrating aptitude in leveraging technology tools. I hold Civil Service Professional Eligibility, underscoring my commitment to excellence and continuous growth in the finance industry.
Tech Stack: CTM & FIX (Trade Matching Platforms) | AMS | DTCC Alert | Traiana (Harmony) | HKEX Client Connect | Alteryx | Yudo (Inbotiqa) | Binance | EToro | AAA Equities | ColFinancial | Circles | Microsoft Excel | Smart TLM | Citcorecs | Netsuite | Fireblocks | Elliptic | Google Suite | Microsoft 365 | Interactive Brokers | ChatGPT | Python | Internal J.P. Morgan Systems
