Kailai C. Email & Phone Number

Markham, On, Ca

Markham, On, Ca

Toronto, Ontario, Canada

- Leading a special task force of diverse background to drive business transformation and resolve operational issues for the Equity Derivatives business through citizen development (trading floor tech), project management, and change management activities- Leading the development of risk management application "Continuum" which provides consolidated customized view of the P&L, P&L attribution, and risk metrics with real-time pricing capability for different trading books specifically tailored to traders' requirements- Leading the development of Structured Notes Sales application "Axel" which allows the Sales team to directly structure and price Equity Linked Notes products, significantly reducing the workload of the Trading team and improving the client response time- Managing the "GED Workflow" project (Tech development) which aims to streamline the trade life cycle events including deal launch, mid/back office validation, trade modification, and settlement; acting on behalf of the business side to coordinate and consolidate requirements, chart BPMN diagrams, communicate with Technology team to ensure the delivery of the final product- Engaged closely in organizational change projects including restructuring the new "Product Control" team out of risk reporting function, building the new global middle office, and COWEN integration; coordinated among upstream and downstream teams and provided strategic analysis to ensure the needs of the Equity Derivatives business line is well addressed under a larger change management scope- Hosting the Automation Committee to encourage Python adoption and citizen development across the larger Product Control and Risk Reporting teams; organizing and delivering Python learning sessions, providing on-going coding consultations, and managing innovative ideas to participate in the bank-wide ID8 innovation platform.

Toronto, Ontario, Canada

- Served as lead Business System Analyst in the Equity Derivatives valuation system technology team, in charge of the "pricing", "new product onboarding", "risk metrics", and "FO Tools" project streams- Delivered sound business solutions with Sophis application and internally developed data eco-system consists of APIs and GUIs by overseeing the complete project life cycle from requirement gathering, analysis, designing, sprint/scrum planning, UAT testing, acquiring sign-offs to final implementation- Delivered projects including "VIX derivatives onboarding", "barrier shift on exotic option pricing", "ARR and multi-curve onboarding", "ARR IR Futures", "FRTB implementation", "SBA Refactoring", and "Cloud migration of pricing engine"

Toronto, Ontario, Canada

- Managed the market risk team of 8 people, monitoring and ensuring the market risk of the equity derivatives business are in accordance to the fundamental trading strategies and risk policies through Greek-based risk metrics, P&L, and P&L attribution- Initiated the “Integrated Analytics” project to integrate risk and P&L views by Python and acquired $150,000 project funding via ID8 innovation forum

Toronto, Canada Area

Worked with senior staff, Managers and Partners in audit engagements and provided professional audit and accounting service to clients in accordance to Grant Thornton's audit standards and “CLEARR” firm value;Performed inventory counts, 3rd party verification, financial statement analysis, sampling analysis, vouching, client inquiries and other audit methodologies; communicated efficiently with clients to obtain audit evidence;Adapted new audit software within a short period; Resolved difficult data analysis problems with proficient Excel skills;

China

Worked in the filming crew of movie “Shanghai Diary” (2011) and “My Sassy Girlfriend 2” (2010);Assisted Director(s) in preparing and managing filming log; Managed photographic film and tapes; Conducted coordination among different departments;

Shanghai City, China

Assisted personal banking manager to achieve new customer acquisition goals;Communicated with clients (phone calls or meetings in person) to provide customized financing and banking advice

Master Of Business Administration - Mba, Business Administration And Management, General

Activities and Societies: TA/Scholar for "Statistics for Business" and "Derivatives Strategy" classes; held office hours and scholar.

Certificate In Data Science, Data Science

Completed a 4 course program in data science from University of Waterloo continuing education department

Bachelor Of Commerce (Bcom), Finance And Economics

Activities and Societies: UT Play - President: held school wide poker tournaments and donated the proceeds to charities; Sports: Compete.

High School Diploma, High School/Secondary Diplomas And Certificates, A+

Graduated with the top average among 300 students of class 07. Ranked TOP 20 for 2007 Chartered Accountants of Ontario COIN accounting.