Audric Sy Email & Phone Number

Metro Manila, Philippines

Philippines

Key Responsibilities- Managing, coordinating, and/or creating efficient workflows of different teams and divisions for each product/project (i.e. Tokenized Bonds, NFTs, High-Net Worth persons issues handling, etc.). This includes coordination with external parties as needed.- Delegating tasks across operational teams for projects while providing support.- Collaborating with project managers and senior management on the operational aspects of a project, aspiring to implement the project vision while communicating any operational limitations or issues.- Creation of operational manuals and checklists to guarantee documentation of agreed-upon processes and SLAs.- Analyzes the current workflows of the operational teams for process improvement and to evaluate capacity (i.e. FTE or Manpower Capacity Analysis).- Guiding and working together with the Product Operations team to support one another in creating streamlined process flows within the team and each other’s' projects.

Philippines

- Oversaw daily settlement activities, including fiat and cryptocurrency transfers, payments, OTC trades, counterparty settlement, etc.- Spearheaded enhancements and new processes to bolster transaction processing security and facilitate the handling of all the diverse transaction types.- Created and analyzed the Settlement team's data and performance metrics to identify and implement strategies to improve efficiency.- Coordinated with other team leads to further the company's goals and operational efficiency.- Lead the team to ensure 24/7 coverage and efficient processing of transactions.- Developed a comprehensive training plan together with the team, ensuring proficiency of all tasks by each member.

National Capital Region, Philippines

Key Responsibilities- Managed, coordinated, and/or created the workflows of different teams and divisions to ensure there is an efficient flow for each process of a product/project (i.e. Tokenized Bonds, Prime clients, etc) across all the parties involved. This included coordination with external parties as needed.- Delegated tasks across the operational teams for projects while providing support.- Collaborated with project managers and senior management on the operational aspects of a project, aspiring to implement the project vision while communicating any operational limitations or issues.- Creation of operational manuals and checklists to guarantee documentation of agreed-upon processes and SLAs.- Analyzed the current workflows of the operational teams for process improvement and to evaluate capacity (i.e. FTE or Manpower Capacity Analysis).- Worked together with the Product Operations team to support one another in creating streamlined process flows within the team and each other’s' projects.

Philippines

Key Responsibilities: - Analyzed and kept abreast of global markets and industries to seek the best investment opportunities for our clients' portfolios to make a profit.- Conducted an in-depth quantitative and qualitative analysis comparing comparable funds and fund managers to see which best fits our clients' portfolios and our current view on the market.- Managed client portfolios deciding on both the allocation to different asset classes and the selection of the funds to invest in each asset class.- Presented to clients the team's market outlook and portfolio performance and attribution.- Assisted the senior portfolio manager by exchanging ideas and checking changes in allocation and selection.

National Capital Region, Philippines

Key Responsibilities:- Provided data and analysis to different departments in the company (Equities, Fixed Income, Multi-Asset, Wealth, Sales, etc.) regarding the returns, attribution, and risk metrics of the investment portfolios of the firm.- Created new processes and files that cut the time of maintaining and processing the needed data.- Improved the framework for compliance to regulations and client instructions in coordination with different departments. - Created and presented reports to various committees and board of directors on a monthly or quarterly basis.

Philippines