Alexis Yu Email & Phone Number

Christchurch, Canterbury, New Zealand

Manage daily rebalancing and ad hoc orders, cash monitoring and limitbreak reportingManage daily fund trading and coordination with external fundadministrator and custodianManage equity pooling, model portfolio maintenance, process accounttransfers and other ad-hoc requestsPrepare and review various reports for internal and external stakeholders(cash flow & fees, partner firms, fund managers, etc.)Conduct impact analysis in the occurrence of errors and breaches

Christchurch, Canterbury, New Zealand

Assist with adviser and investor queries over the phone, via email and through internal ticketing systemsLiaise with other teams and the external custodian to address platformissuesBuild product knowledge and support new product and platform testingManage tax year-end reporting and ad-hoc projectsPrepare and review internal procedures and draft knowledge articles

Christchurch, Canterbury, New Zealand

Supervise and monitor the work of project managers, including assisting with complex projects to achieve outcomes exceeding clients’ expectationsDevelop and maintain long-term relationships with high profile accountsImplement and refine office administrative systems, project management systems, quality assurance systems, and quote preparation systemsCoordinate with branch managers to ensure the smooth operation of all eight branches

Christchurch, Canterbury, New Zealand

Respond to client inquiries at the counter, over the phone, and via emailProcess and manage translation and interpreting projects, ensuring delivery on timeRecruit translators and interpreters and monitor their performance as a part of the quality assurance systemsQuote preparation, invoicing, and general administrative tasks

Phd Candidate, Film/Cinema/Video Studies

Master Of Arts - Ma, Language Interpretation And Translation

Bachelor Of Arts - Ba, English Language And Literature, General