Ling Y.
Senior Business Consultant & Project Manager at Invartis Consulting- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English -
-
Chinese -
-
Japanese -
-
Hokkien -
Topline Score
Bio
Zenedine Chew
As a recruiter, I have had the pleasure of working closely with Don, and I can confidently say that his professional attributes and likeable personality make him an invaluable asset to any team. Moreover, Don consistently displayed a cooperative attitude and was a pleasure to work with. His collaborative approach fostered a positive work environment that allowed me to be fully transparent every step of the way. Aside from his cooperative nature, Don possesses an amiable personality that instantly makes him approachable and well-liked. I'm certain that his friendly demeanor, combined with his professionalism will create positive rapport with clients, colleagues, and stakeholders. Don's ability to build strong relationships based on trust and respect is an asset that enhances any work environment. Based on my professional experience with Don, I firmly believe that he has the potential to excel in any vocation. His unique blend of patience, cooperation, and amiability sets him apart and ensures his success in both individual and team-oriented roles.
Zenedine Chew
As a recruiter, I have had the pleasure of working closely with Don, and I can confidently say that his professional attributes and likeable personality make him an invaluable asset to any team. Moreover, Don consistently displayed a cooperative attitude and was a pleasure to work with. His collaborative approach fostered a positive work environment that allowed me to be fully transparent every step of the way. Aside from his cooperative nature, Don possesses an amiable personality that instantly makes him approachable and well-liked. I'm certain that his friendly demeanor, combined with his professionalism will create positive rapport with clients, colleagues, and stakeholders. Don's ability to build strong relationships based on trust and respect is an asset that enhances any work environment. Based on my professional experience with Don, I firmly believe that he has the potential to excel in any vocation. His unique blend of patience, cooperation, and amiability sets him apart and ensures his success in both individual and team-oriented roles.
Zenedine Chew
As a recruiter, I have had the pleasure of working closely with Don, and I can confidently say that his professional attributes and likeable personality make him an invaluable asset to any team. Moreover, Don consistently displayed a cooperative attitude and was a pleasure to work with. His collaborative approach fostered a positive work environment that allowed me to be fully transparent every step of the way. Aside from his cooperative nature, Don possesses an amiable personality that instantly makes him approachable and well-liked. I'm certain that his friendly demeanor, combined with his professionalism will create positive rapport with clients, colleagues, and stakeholders. Don's ability to build strong relationships based on trust and respect is an asset that enhances any work environment. Based on my professional experience with Don, I firmly believe that he has the potential to excel in any vocation. His unique blend of patience, cooperation, and amiability sets him apart and ensures his success in both individual and team-oriented roles.
Zenedine Chew
As a recruiter, I have had the pleasure of working closely with Don, and I can confidently say that his professional attributes and likeable personality make him an invaluable asset to any team. Moreover, Don consistently displayed a cooperative attitude and was a pleasure to work with. His collaborative approach fostered a positive work environment that allowed me to be fully transparent every step of the way. Aside from his cooperative nature, Don possesses an amiable personality that instantly makes him approachable and well-liked. I'm certain that his friendly demeanor, combined with his professionalism will create positive rapport with clients, colleagues, and stakeholders. Don's ability to build strong relationships based on trust and respect is an asset that enhances any work environment. Based on my professional experience with Don, I firmly believe that he has the potential to excel in any vocation. His unique blend of patience, cooperation, and amiability sets him apart and ensures his success in both individual and team-oriented roles.
Credentials
-
Google Data Analytics Professional Certificate
GoogleApr, 2023- Oct, 2024 -
Google Finance Data Analytics Professional Certificate
GoogleApr, 2023- Oct, 2024 -
A Day In The Life of a Data Scientist
LinkedInJan, 2022- Oct, 2024 -
PRINCE2® Foundation Certification Training
AXELOSApr, 2021- Oct, 2024 -
Advance Communicator Gold
Toastmasters InternationalAug, 2015- Oct, 2024 -
Advance Leader Silver
Toastmasters InternationalAug, 2015- Oct, 2024 -
Statistical Analysis of fMRI Data
CourseraMar, 2015- Oct, 2024 -
Service Excellence Award
Singapore Civil Defence ForceJun, 2008- Oct, 2024
Experience
-
Invartis Consulting
-
Singapore
-
Investment Management
-
1 - 100 Employee
-
Senior Business Consultant & Project Manager
-
Jul 2023 - Present
Project Manager for Financial Data Analytics, Middle and Back Office Functions Implementation / Migration / Outsourcing. Change of Operating Model, Current State to Future State or Target Operating Model. Data Migration and Analytics Project Manager for Financial Data Analytics, Middle and Back Office Functions Implementation / Migration / Outsourcing. Change of Operating Model, Current State to Future State or Target Operating Model. Data Migration and Analytics
-
-
-
FactSet
-
United States
-
Financial Services
-
700 & Above Employee
-
Lead Business Consultant
-
Oct 2021 - Nov 2022
▪ Independently deliver high-quality and complex front-to-end project management leadership and technical expertise to FactSet’s Enterprise Software Solutions Implementations projects, organizational changes, and strategic client engagements ▪ Ownership of client communication and delivery of high-quality and timely client-centric outcomes ▪ Lead pre-sales solutions during initial engagements, tender offers, and Statement of Work (SOW) ▪ Lead strategic initiatives which drive… Show more ▪ Independently deliver high-quality and complex front-to-end project management leadership and technical expertise to FactSet’s Enterprise Software Solutions Implementations projects, organizational changes, and strategic client engagements ▪ Ownership of client communication and delivery of high-quality and timely client-centric outcomes ▪ Lead pre-sales solutions during initial engagements, tender offers, and Statement of Work (SOW) ▪ Lead strategic initiatives which drive product/process efficiencies, Learning and Developments, and/or revenues
-
-
Senior Business Consultant
-
Jul 2020 - Oct 2021
Professional Services - AsiaPac Implementation Project Management for Implementation of analytical platforms. Focuses APAC ex Japan ex Australia.
-
-
-
BlackRock
-
United States
-
Financial Services
-
700 & Above Employee
-
Project (Implementation) Associate, Portfolio Compliance
-
Mar 2019 - Feb 2020
Associate / AVP, BlackRock Inc ▪ Lead project implementation and provide client advisory expertise on technical requirements/outcomes ▪ Assess Client’s Investment Guideline and Investment Management Agreement (IMA) reviews for Compliance Implementation of new fund launches, guideline changes and non-client-driven controls ▪ Translation of regulatory and client guideline requirements into Compliance Coding using Blackrock Aladdin Query Language (BQL) ▪ Gather and set up client… Show more Associate / AVP, BlackRock Inc ▪ Lead project implementation and provide client advisory expertise on technical requirements/outcomes ▪ Assess Client’s Investment Guideline and Investment Management Agreement (IMA) reviews for Compliance Implementation of new fund launches, guideline changes and non-client-driven controls ▪ Translation of regulatory and client guideline requirements into Compliance Coding using Blackrock Aladdin Query Language (BQL) ▪ Gather and set up client reporting certification processes, and ensure standard and bespoke compliance reporting standards meet regulatory and client expectations ▪ Monitor/Update of compliance coding of intra-day orders/trades executed by portfolio managers and traders for any flagging/breaches post-on-boarding of compliance rules changes ▪ Collaborate with Legal & Compliance and product teams to conduct updates of compliance coding for regulatory governance (i.e. MAS, UCITS, ERISA etc) ▪ Administrator for internal/external audits; Operational Risk and Business Continuity Coordinator
-
-
Investment Performance Associate
-
Dec 2011 - Feb 2020
Associate / AVP Performance Measurement & Attribution Global Accounting & Performance BlackRock Inc Spearheaded the entire gamut of business for both Performance Measurement & Attribution and New Assets Teams; Ensured that the business meet client’s expectation and strive to deliver exceptional value-services to clients. - Subject Matter Expert & Relationship Manager for South East Asia business. - Spearhead all operations for both Performance & GIPS (Global… Show more Associate / AVP Performance Measurement & Attribution Global Accounting & Performance BlackRock Inc Spearheaded the entire gamut of business for both Performance Measurement & Attribution and New Assets Teams; Ensured that the business meet client’s expectation and strive to deliver exceptional value-services to clients. - Subject Matter Expert & Relationship Manager for South East Asia business. - Spearhead all operations for both Performance & GIPS (Global Investment Performance Standards) and New Assets teams to provide computation and analytics of portfolio returns - Review and improve performance attributions for portfolio managers and internal and external client reporting requirements - Generate static analytical reports and updates investment strategies on live trades in coordination with Fund Management, Client Services, Risk, Compliance & Ops teams within APSG to ensure accuracy of portfolios - Played a vital role as single representative for 3 years to build both Performance and New Assets teams in Singapore for 3 years; and act as the main contact point for all stakeholder’s meetings, queries and requests - Ensure alliance with GIPS and to performance report standards to meet and exceed client’s expectations Achievements: - Developed detailed documentations for all processes migrated to Singapore and obtained audit approval - Guided and mentored new team members across the region, and frequently conduct knowledge sharing - Successfully migrated major legacy processes and systems. Improving up to 50% of team capacity - Efficiently Initiated migration projects to automate, standardize and reduce operational risk for performance funds and benchmarks; effectively reduced up to 15% of team’s overall BAU and risks exposures - Well versed with Investment Analysis, Securities to Funds level Performance Analytics, Currency Hedge, New Assets On-Boarding, Financial Modeling & other financial analytical skills
-
-
Performance Attribution & GIPS / New Assets Analyst
-
Dec 2011 - Jan 2015
Analyst Aladdin Portfolio Services Group (APSG) - Investment Services - Dual Role: Performance & GIPS / New Assets BlackRock Inc Manage and maintain operations of both Performance & GIPS and New Assets Teams. Ensure that the business meet client’s expectation and strive to deliver additional value-added services to clients. Performance & GIPS Provide computation & analysis of portfolio returns. Review and comment on performance attributions for internal/external client… Show more Analyst Aladdin Portfolio Services Group (APSG) - Investment Services - Dual Role: Performance & GIPS / New Assets BlackRock Inc Manage and maintain operations of both Performance & GIPS and New Assets Teams. Ensure that the business meet client’s expectation and strive to deliver additional value-added services to clients. Performance & GIPS Provide computation & analysis of portfolio returns. Review and comment on performance attributions for internal/external client reporting. Apply GIPS (Global Investment Performance Standard) & maintain composites to meet performance report standards. Daily analysis on result of each asset’s investment activities and maintain market indices to produce performance benchmark. Create customized reports upon client’s request. New Assets Responsible for seeding/maintaining new accounts via asset loads, portfolio group maintenance and throughput to AUM and Performance teams. Run static analytical reports and updates strategies on live trades, involving coordination with Fund Mgtmt, Client Svcs, Risk, Compliance and Ops teams along with other groups within APSG to ensure accuracy of portfolios. Initiatives/Achievements: • Single representative to set up both “Performance” & “New Assets” Teams in Singapore & act as a facilitation point for all stakeholder’s meetings, queries and requests. • Resolving migration issues of performance team from Tokyo to Singapore & Singapore to India. • Encourage participation in creation of Global team by organizing weekly meetings (Team Building, Knowledge Transfers/Retention, Asia’s existence) • Initiated migration projects to automate and reduce operational risk for performance benchmarks (reduced up to 10% of team’s overall BAU) • Established detailed Documentation for all processes migrated to the Singapore Office.
-
-
-
Standard Chartered Bank
-
Singapore
-
Financial Services
-
100 - 200 Employee
-
Securities Operations Officer
-
Nov 2010 - Nov 2011
Provide support to various Private Banking branches in the processing of Corporate Action (CA). Receive, diarize and record announcements from Exchanges, Custodian Banks and Depositories, and provide Relationship Manager(RM)/Manager Client Service (MCS)/High Net-Worth Clients with CA events detail while taking appropriate crediting/debiting of entitlements. Coordinate between Custodian and RM/MCS of events deadlines and follow-up on outstanding items affecting CA supports along with special… Show more Provide support to various Private Banking branches in the processing of Corporate Action (CA). Receive, diarize and record announcements from Exchanges, Custodian Banks and Depositories, and provide Relationship Manager(RM)/Manager Client Service (MCS)/High Net-Worth Clients with CA events detail while taking appropriate crediting/debiting of entitlements. Coordinate between Custodian and RM/MCS of events deadlines and follow-up on outstanding items affecting CA supports along with special requests and queries. Prepare internal/external/regulatory reports. Responsibilities/Achievements: • Able to handle both Mandatory and Voluntary events. • Often take initiative to assist last minute request by RM/MCS and custodian bank. • Able to cover various responsibilities when colleague is unavailable or during public holiday. • Able to handle some Equity Linked Notes (ELN) related job when ELN team is on low manpower. • Able to handle some Funds/REITs/Tax related events. • Suggested and created improved work processes of the team to increase the efficiency. • Constantly improve the manual work processing into various more automated systems. Show less Provide support to various Private Banking branches in the processing of Corporate Action (CA). Receive, diarize and record announcements from Exchanges, Custodian Banks and Depositories, and provide Relationship Manager(RM)/Manager Client Service (MCS)/High Net-Worth Clients with CA events detail while taking appropriate crediting/debiting of entitlements. Coordinate between Custodian and RM/MCS of events deadlines and follow-up on outstanding items affecting CA supports along with special… Show more Provide support to various Private Banking branches in the processing of Corporate Action (CA). Receive, diarize and record announcements from Exchanges, Custodian Banks and Depositories, and provide Relationship Manager(RM)/Manager Client Service (MCS)/High Net-Worth Clients with CA events detail while taking appropriate crediting/debiting of entitlements. Coordinate between Custodian and RM/MCS of events deadlines and follow-up on outstanding items affecting CA supports along with special requests and queries. Prepare internal/external/regulatory reports. Responsibilities/Achievements: • Able to handle both Mandatory and Voluntary events. • Often take initiative to assist last minute request by RM/MCS and custodian bank. • Able to cover various responsibilities when colleague is unavailable or during public holiday. • Able to handle some Equity Linked Notes (ELN) related job when ELN team is on low manpower. • Able to handle some Funds/REITs/Tax related events. • Suggested and created improved work processes of the team to increase the efficiency. • Constantly improve the manual work processing into various more automated systems. Show less
-
-
-
Singapore Civil Defence Force
-
Singapore
-
Government Administration
-
100 - 200 Employee
-
Public Education Officer cum Administration Overall In-Charge
-
Jul 2007 - Jul 2009
Responsible for organizing and conducting public education; overall daily administrative operations; community liaison and supervising subordinates in the absence of officers. Achievements: • Awarded the Service Excellence Award in 2008 • Conducted internal training on presentations and public education • Acted in a production of a video for public education • Maintained high quality material and equipments for public education • Overall In-Charge for yearly audit and… Show more Responsible for organizing and conducting public education; overall daily administrative operations; community liaison and supervising subordinates in the absence of officers. Achievements: • Awarded the Service Excellence Award in 2008 • Conducted internal training on presentations and public education • Acted in a production of a video for public education • Maintained high quality material and equipments for public education • Overall In-Charge for yearly audit and successfully maintained high points for the department • Liaise with community officials (Community Centre – SCM, ACM. RC Chairman, CDEC Chairman) • Often take charge of ad hoc issue against public community’s requests and complains • Assisted in the quotation of public education required materials and souvenirs • Re-organize documents and filings of old records within first 2 weeks in office Show less Responsible for organizing and conducting public education; overall daily administrative operations; community liaison and supervising subordinates in the absence of officers. Achievements: • Awarded the Service Excellence Award in 2008 • Conducted internal training on presentations and public education • Acted in a production of a video for public education • Maintained high quality material and equipments for public education • Overall In-Charge for yearly audit and… Show more Responsible for organizing and conducting public education; overall daily administrative operations; community liaison and supervising subordinates in the absence of officers. Achievements: • Awarded the Service Excellence Award in 2008 • Conducted internal training on presentations and public education • Acted in a production of a video for public education • Maintained high quality material and equipments for public education • Overall In-Charge for yearly audit and successfully maintained high points for the department • Liaise with community officials (Community Centre – SCM, ACM. RC Chairman, CDEC Chairman) • Often take charge of ad hoc issue against public community’s requests and complains • Assisted in the quotation of public education required materials and souvenirs • Re-organize documents and filings of old records within first 2 weeks in office Show less
-
-
Education
-
2014 - 2017
NeuroLeadership Institute
Executive Masters in the Neuroscience of Leadership, Neuroleadership -
2016 - 2016
Institute of Adult Learning
Advanced Certificate in Training & Assessment, Facilitation & Assessment -
2016 - 2016
Landmark Education
Forum, Advance Forum & Seminar in Action Series -
2011 - 2016
JCS language school
Advance Level Japanese Language, Japanese Language and Literature -
2015 - 2015
Thought Expressions
Accelerated Speaking Programme, Presentation & Communication Skills -
2014 - 2014
NeuroLeadership Institute
Certificate in the Foundation of NeuroLeadership, NeuroLeadership -
2008 - 2010
Murdoch University
Bachelor of Commerce, Double Major: Finance & Marketing Management -
2004 - 2006
University of Cambridge
Advance Diploma, Business
Community
