Project Manager

• Mar 2020 - Present

Portfolio Management and Client Delivery

• Mar 2015 - Mar 2020

- Finance SME and Methodology PM for Current Expected Credit Losses (CECL) - a USD $57MM regulatory program - for one of Canada’s top five banks. - End to end financial management and strategic planning of a portfolio of accounts; ensured accounts delivered within key financial benchmarks and guidelines. - Strategic financial consultant to account leads; developed financial strategies to meet business targets. - Proactive identification of opportunities for revenue generation for the… Show more - Finance SME and Methodology PM for Current Expected Credit Losses (CECL) - a USD $57MM regulatory program - for one of Canada’s top five banks. - End to end financial management and strategic planning of a portfolio of accounts; ensured accounts delivered within key financial benchmarks and guidelines. - Strategic financial consultant to account leads; developed financial strategies to meet business targets. - Proactive identification of opportunities for revenue generation for the purpose of business development. - Present to Executive Leadership; provide strategic insights on profitability, business continuity of operations and risks associated with client accounts. - Post-merger integration of 2 acquisitions; reviewed structure, analyzed ROI, implemented effective controls and procedures and trained 100+ resources. - Collaborate with Senior Leadership to develop thought leadership and white papers. Show less - Finance SME and Methodology PM for Current Expected Credit Losses (CECL) - a USD $57MM regulatory program - for one of Canada’s top five banks. - End to end financial management and strategic planning of a portfolio of accounts; ensured accounts delivered within key financial benchmarks and guidelines. - Strategic financial consultant to account leads; developed financial strategies to meet business targets. - Proactive identification of opportunities for revenue generation for the… Show more - Finance SME and Methodology PM for Current Expected Credit Losses (CECL) - a USD $57MM regulatory program - for one of Canada’s top five banks. - End to end financial management and strategic planning of a portfolio of accounts; ensured accounts delivered within key financial benchmarks and guidelines. - Strategic financial consultant to account leads; developed financial strategies to meet business targets. - Proactive identification of opportunities for revenue generation for the purpose of business development. - Present to Executive Leadership; provide strategic insights on profitability, business continuity of operations and risks associated with client accounts. - Post-merger integration of 2 acquisitions; reviewed structure, analyzed ROI, implemented effective controls and procedures and trained 100+ resources. - Collaborate with Senior Leadership to develop thought leadership and white papers. Show less

Research, Infrastructure Finance

• Sep 2010 - Oct 2013

• Led bespoke research project for Asian Development Bank assessing construction industry and identifying measures to accelerate infrastructure development in India. • Led cross-functional teams to produce research reports and offer consultative services to clients regarding investments in various infrastructure sectors. • Collaborated with Marketing team to spur business development by recommending products unique to client needs and supporting proposals to facilitate client base… Show more • Led bespoke research project for Asian Development Bank assessing construction industry and identifying measures to accelerate infrastructure development in India. • Led cross-functional teams to produce research reports and offer consultative services to clients regarding investments in various infrastructure sectors. • Collaborated with Marketing team to spur business development by recommending products unique to client needs and supporting proposals to facilitate client base expansion. • Integral to content aggregation of company’s first international magazine, “Southeast Asia Infrastructure”. Show less • Led bespoke research project for Asian Development Bank assessing construction industry and identifying measures to accelerate infrastructure development in India. • Led cross-functional teams to produce research reports and offer consultative services to clients regarding investments in various infrastructure sectors. • Collaborated with Marketing team to spur business development by recommending products unique to client needs and supporting proposals to facilitate client base… Show more • Led bespoke research project for Asian Development Bank assessing construction industry and identifying measures to accelerate infrastructure development in India. • Led cross-functional teams to produce research reports and offer consultative services to clients regarding investments in various infrastructure sectors. • Collaborated with Marketing team to spur business development by recommending products unique to client needs and supporting proposals to facilitate client base expansion. • Integral to content aggregation of company’s first international magazine, “Southeast Asia Infrastructure”. Show less

Investment Strategy, Asia and Emerging Markets

• Jun 2008 - Aug 2010

• Spearheaded J.P. Morgan’s flagship publications – Perspectives and Portfolios (Asia Pacific ex-Japan Strategy Report) and Key Trades and Risks (Emerging Markets Strategy Report). • Led research reports and advising institutional clients on investments in Asia Pacific and Emerging Markets. • Presented on the growing significance of emerging economies in the 2008 financial crisis, supported by historical trends and performance drivers. • Detailed company analysis and well-considered… Show more • Spearheaded J.P. Morgan’s flagship publications – Perspectives and Portfolios (Asia Pacific ex-Japan Strategy Report) and Key Trades and Risks (Emerging Markets Strategy Report). • Led research reports and advising institutional clients on investments in Asia Pacific and Emerging Markets. • Presented on the growing significance of emerging economies in the 2008 financial crisis, supported by historical trends and performance drivers. • Detailed company analysis and well-considered stock recommendations for Asia Pacific and Emerging Markets portfolio. Show less • Spearheaded J.P. Morgan’s flagship publications – Perspectives and Portfolios (Asia Pacific ex-Japan Strategy Report) and Key Trades and Risks (Emerging Markets Strategy Report). • Led research reports and advising institutional clients on investments in Asia Pacific and Emerging Markets. • Presented on the growing significance of emerging economies in the 2008 financial crisis, supported by historical trends and performance drivers. • Detailed company analysis and well-considered… Show more • Spearheaded J.P. Morgan’s flagship publications – Perspectives and Portfolios (Asia Pacific ex-Japan Strategy Report) and Key Trades and Risks (Emerging Markets Strategy Report). • Led research reports and advising institutional clients on investments in Asia Pacific and Emerging Markets. • Presented on the growing significance of emerging economies in the 2008 financial crisis, supported by historical trends and performance drivers. • Detailed company analysis and well-considered stock recommendations for Asia Pacific and Emerging Markets portfolio. Show less