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Brian Soo is listed as Associate Director at RBC Investor & Treasury Services, a company with 3919 employees, based in WP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia. AeroLeads shows a matched LinkedIn profile for Brian Soo.
Brian Soo previously worked as Associate Director, Client Invoicing at Rbc Investor & Treasury Services and Senior Manager, Fund Accounting at Rbc Investor & Treasury Services. Brian Soo holds Accounting And Finance from Acca.
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- ACCA- 11 years of operational leadership, - 13 years of investment banking experience in operations, - Agile & versatile person (fund accounting, client invoicing, sub-custodian network management invoice & payment, client onboarding, portfolio measurement & attribution, securities pricing, setup & maintenance, middle office), - Detail-oriented person (reviewed Service Level Agreement, reviewed Investment Management Agreement, financial reporting, understood Securities Commission guidelines on unit trust fund & automated monthly UTF returns, understood internal guidelines on AML/CFT & improved KYC), - Delivered strategic and transformation programmes (migrated end-to-end client invoicing process & established Malaysia as the Center of Excellence, rolled out Robotic Process Automation for fund accounting, replaced external system application, completed Proof of Concept for checklist digitalisation, automated reconciliation & securities pricing processes), - Supported business strategy & growth (designed a new end-to-end process in catering for new client segment), supported launch of new product (completed automation of middle office trade matching), - Critical thinker & problem-solver (took over, identified gaps/process improvement opportunities, turnaround the performances of department/business unit/functions or completed halted/delayed projects), and- Strong negotiation & influencing skills (supported the CEO, championed & completed a crossover business activity between Bank Treasury & Asset Management).- Completed LEAN practitioner & financial modelling training
Listed skills include Bloomberg Terminal, Reuters, Microsoft Excel, Ms Excel Pivot Tables, and 11 others.
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A career timeline built from the work history available for this profile.
Malaysia
(i) Managing 29 people comprising 5 Managers & the end-to-end Client Invoicing activities including fees setup, data acquisition from all systems, invoices production, accounts receivables & payment receipt; (ii) Monthly review & approve the proposed scope & result of controls testing executed by Control Assurance officer; (iii) Annually review Risk.
Malaysia
- Managed 3 teams & 3 Managers, 30 people in total, served 3 countries; Same as point 1 (i) - (v) above.- Rolled out departmental project (Robotic Process Automation) successfully.- Accomplished strategic project (Proof of Concept for checklist digitalisation).
Kuala Lumpur, Malaysia
- Managed 6 people & the end-to-end investment operations & reporting activities for provident funds, investment-linked fund, institutional clients, sophisticated & retail investors and private equity.- Turnaround the performance of business unit.- Reviewed, identified gaps & improved client on-boarding processes and controls (AML/CFT - CDD, EDD, ODD &.
Malaysia
- Functionalized, automated & managed static data, securities pricing & corporate actions booking.- Co-leaded process improvement, delivery of strategic change & Service Level Agreement.- Prepared financial reporting on unit trust fund.- Managed external vendors.- Pioneered & implemented system-based reconciliation.- Collaborated with IT in automating.
- Daily performed cash flow projection & cash reconciliation and monitored payments.- Monthly posted journal entries into an in-house developed system for NAV calculation, matching the calculated NAV against NAV calculated by operations team (NAV on last business day of the month only).- Prepared semi-annual & annual financial reporting on dedicated unit.
Other employees you can reach at rbcits.com. View company contacts for 3919 employees →
Daniela Milella
Colleague at Rbc Investor & Treasury Services
Milan, Lombardy, Italy, Italy
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SD
Savio De Menezes
Colleague at Rbc Investor & Treasury Services
Canada, Canada
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MB
Mahesh Balram
Colleague at Rbc Investor & Treasury Services
Toronto, Ontario, Canada, Canada
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IS
Ilona Sowinska
Colleague at Rbc Investor & Treasury Services
Ireland, Ireland
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AM
Aleksandar Mitrevski
Colleague at Rbc Investor & Treasury Services
Greater Sydney Area, Australia
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TB
Thierry Bergiers
Colleague at Rbc Investor & Treasury Services
Antwerp Metropolitan Area, Belgium
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FH
Fazila Hassan
Colleague at Rbc Investor & Treasury Services
Selangor, Malaysia, Malaysia
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HL
Helen Le
Colleague at Rbc Investor & Treasury Services
Halifax, Nova Scotia, Canada, Canada
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IT
Ivan Tyulenev
Colleague at Rbc Investor & Treasury Services
Toronto, Ontario, Canada, Canada
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TB
Tan Boon Chyi
Colleague at Rbc Investor & Treasury Services
Selangor, Malaysia, Malaysia
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Professional level: Financial and performance management
Quick answers generated from the profile data available on this page.
Brian Soo works for RBC Investor & Treasury Services.
Brian Soo is listed as Associate Director at RBC Investor & Treasury Services.
Brian Soo is based in WP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia while working with RBC Investor & Treasury Services.
Brian Soo has worked for Rbc Investor & Treasury Services, Rhb Asset Management Sdn Bhd, Deutsche Bank, and Ecm Libra Investment Bank Berhad.
Brian Soo's colleagues at RBC Investor & Treasury Services include Daniela Milella, Savio De Menezes, Mahesh Balram, Ilona Sowinska, and Aleksandar Mitrevski.
You can use AeroLeads to view verified contact signals for Brian Soo at RBC Investor & Treasury Services, including work email, phone, and LinkedIn data when available.
Brian Soo holds Accounting And Finance from Acca.
Brian Soo is listed with skills including Bloomberg Terminal, Reuters, Microsoft Excel, Ms Excel Pivot Tables, Financial Modeling, Technical Analysis, Finance, and Accounting.
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