Experience

• 

  PM CAPITAL

  • Investment Operation Analyst

    • Dec 2016 - Present

    Manage the overall smooth running of investment and unit pricing related functions.

• 

  J.P. Morgan

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Portfolio and Unit Pricing Associate

    • Jul 2011 - Dec 2016

    Review and release portfolio valuation and unit pricing for investment manager and superannuation clients. Produce accounting and tax reports in line with client equirements, manage working relationship with clients and offshore colleagues.

  • Trainer, Relocation Project to Singapore

    • Mar 2011 - Jun 2011

    Migrate the Exchange Interface functionality from Sydney to Singapore within 6 months, coach new staffs, setup deployed systems, and build up new teams.

  • Trade Support Associate

    • Aug 2007 - Mar 2011

    Reconcile Clearing books with exchange trading positions, margins, P&L summary and commissions across all European and North American Exchange listed derivatives products on equities, indexes, fixed-incomes, resources, and commodities, and resolve breaks by close of business day.

• 

  Macquarie Group

  • Margin Lending Department, Sydney

  • Investment Administration Executive

    • Jun 2007 - Jul 2007
    • Margin Lending Department, Sydney

    Process applications on investments across all products within margin lending department, and maintain clients’ correspondence details.