Chong Zheng Email & Phone Number

Sydney, New South Wales, Australia

Experienced in developing bespoke product solutions and coordinating global resources.Proficient in business development, leading project implementations to achieve regional goals.Skilled in end-to-end product management, ensuring compliance and competitiveness.Proactive in product governance, identifying and resolving internal control and risk matters.Engages in director-level discussions for change and approval, contributing to strategic decisions.

Sydney, Australia

Lead end-to-end product development activities, including drafting business cases, securing internal approvals, and managing product launches.Facilitate distribution by reviewing marketing materials, gathering feedback from stakeholders, and driving initiatives to enhance product commercialization.Manage product lifecycle by researching market trends, analyzing competitor landscapes, and ensuring regulatory compliance.Engage with Board of Directors by presenting analyses on product offerings, and seeking approval for various product change proposals.Champion project working group to streamline product governance and operating procedures.Fund types managed: multi-manager multi-assets; single sector; private equity; private mandate.

Conduct daily unit pricing review of managed funds and superannuation products. Coordinate with custodian and service providers to resolve technical issues and manage relationship to ensure service quality.Review managed funds’ income distribution and prepare investor communication comments.Monitor cash flow for the responsible entity, ensuring maximum cash at market practice.Address team members’ queries and assist team head with performance conversations.Draft business requirement documents for system testing and participate in organisational workflow re-engineering program to drive innovation and impactful process improvement.

Sydney Cbd

Calculate capital gains tax optimization strategies.Prepare trust distribution reports.Generate financial statements.Ensure compliance with relevant regulatory reporting requirements.Primary point of contact for clients inquiries.Responsible for resolving issues to uphold custodian-client Service Level Agreement.Onboard tax parcel records for new clients.Facilitate compliance and audit signoffs for the onboarding process.