Wesley Chan Email & Phone Number

Senior Analyst, Audit Support and Coordinator, Client Services Specialist with 15+ years professional experience in Fund Accounting, Accounting Operation, Portfolio Management Support, Financial Services Industry.o Dedicated and high performing analytical professional with proven experience in maintaining satisfactory client relationships by delivering exceptional service to internal clients, improving task efficiency, and providing all fund services support throughout my career.o Extensive experience in Fund NAV review and oversight, system reports reconciliation, cash management and projection, asset segregation compliance, corporate action settlement support, audit coordination and support, project management. Significant experience of building and enhancing stakeholders and internal client relationships, cross team collaboration.Interests and future focus: Risk Management and Compliance, Financial Modeling and Valuation, Coding and Automation, Portfolio Management Support, Building Client Relations.

Listed skills include Procedure Development, Fund Accounting Analysis, Vba Macro Automation, Accounting Operation, and 17 others.