Experience

Maples Group

• Cayman Islands
• Financial Services
• 700 & Above Employee

• Supervisor

  • Mar 2023 - Present



GreySpark Partners

• United Kingdom
• Capital Markets
• 1 - 100 Employee

• Consultant

  • Apr 2021 - Mar 2023

  • Administer manifold business requirements among the team alongside the transition of investment accounting system • Coordinate workflow and impact analysis for the project implementation on departmental operation ACCOMPLISHMENTS • Headed the establishment of an exclusive system in 2 months’ time in managing over 70 private equities and hedge funds • Managed lifecycles of 5 projects from acceptance test to bottleneck resolution through interaction with over 10 internal and external counterparties Show less



BEA Union Investment 東亞聯豐

• Hong Kong
• Investment Management
• 1 - 100 Employee

• Officer, Investment Operations

  • Jun 2020 - Apr 2021

  • Formulated cash reconciliation reports on over 30 funds including Investment and Capital Growth series • Monitored trade matching process regarding equity markets • Liaised with external custodian banks on trade settlement logistics • Handled fund orders with relevant fund houses • Formulated cash reconciliation reports on over 30 funds including Investment and Capital Growth series • Monitored trade matching process regarding equity markets • Liaised with external custodian banks on trade settlement logistics • Handled fund orders with relevant fund houses



Computershare

• Australia
• Financial Services
• 700 & Above Employee

• Officer, Corporate Services

  • May 2018 - Apr 2020

  • Succoured listed companies to execute corporate projects, for instance Cash Offer, Rights Issue and Privatisation • Coordinated registry activities including general meetings, dividend payment and corporate communication ACCOMPLISHMENTS • Headed 5 parallel corporate projects generating corporate revenue of over HK$800,000 • Managed business portfolio of up to 50 listed clients from diversified industries (equivalent to 25% of the entire clients in team) • Succoured listed companies to execute corporate projects, for instance Cash Offer, Rights Issue and Privatisation • Coordinated registry activities including general meetings, dividend payment and corporate communication ACCOMPLISHMENTS • Headed 5 parallel corporate projects generating corporate revenue of over HK$800,000 • Managed business portfolio of up to 50 listed clients from diversified industries (equivalent to 25% of the entire clients in team)



Schroders

• United Kingdom
• Financial Services
• 700 & Above Employee

• Summer Trainee, China Intermediary Business

  • Jul 2017 - Aug 2017

  • Collaborated with mid and back offices (compliance, legal, fund services and marketing) in Client Due Diligence • Formulated ad-hoc client servicing materials where applicable • Collaborated with mid and back offices (compliance, legal, fund services and marketing) in Client Due Diligence • Formulated ad-hoc client servicing materials where applicable



The Chinese University of Hong Kong

• Hong Kong
• Higher Education
• 700 & Above Employee

• Part-time Clerical Officer, MBA Programme Office

  • Jun 2016 - Jan 2017

  • Quested for career opportunities for faculty students• Performed user tests on related online career platform

• Student Computer Assistant, Information Technology Services Centre

  • Feb 2015 - Nov 2016

  • Assisted students and staff on the use of computing accounts and software applications• Answered walk-in and hotline enquiries



CLP

• Hong Kong
• Utilities
• 700 & Above Employee

• Part-time Clerical Officer

  • Aug 2015 - Aug 2016

  • Conferred with managers to determine the layout of corporate reports • Performed user tests in accessing the corporate reports on various electronic interfaces • Conferred with managers to determine the layout of corporate reports • Performed user tests in accessing the corporate reports on various electronic interfaces