Fund Treasury Platform Lead
Current
Nov 2023 - Present
AeroLeads people directory · profile
Eric Chan Email & Phone Number
Fund Treasury Platform Lead
at
Dodge & Cox
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Fund Treasury Platform Lead
Location
San Francisco, California, United States
Company size
Who is Eric Chan? Overview
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Quick answer
Eric Chan is listed as Fund Treasury Platform Lead at Dodge & Cox, a with 350 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Eric Chan.
Eric Chan previously worked as Director, Investment Operations at First Republic and Senior Finance Manager, Investment Operations at First Republic Bank. Eric Chan studied at University Of California, Davis.
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Email format at Dodge & Cox
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Dodge & Cox
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Profile bio
About Eric Chan
Experienced Fintech and Finance professional with skills in Product Management, Project Management and Finance Transformation. Has proven track record to design and execute on new products, deliver projects on scope, on time, and on budget, as well as improving operational efficiencies.
Current workplace
Eric Chan's current company
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Dodge & Cox
7 roles
Eric Chan work experience
A career timeline built from the work history available for this profile.
Director, Investment Operations
-Reviewed, analyzed, and evaluated current business systems and user needs to develop, enhance, and implement fully functional products to increase operational efficiency-Collaborated cross-functionally across finance, accounting, and IT partners to develop, establish, and maintain strategic project roadmap-Subject matter expert for business systems, technical developments, SQL/Snowflake databases and process automation
Jan 2023 - Jun 2023
Senior Finance Manager, Investment Operations
- Introduced workflow automation to transform legacy processes to reduce excessive controls and maximize team's focus on financial analysis- Led a system upgrade of the investment trading application with cross functional teams, managing bugs and enhancements while coordinating across multiple lines of business and IT- Managed and accurately reported on the bank's 30+ billion investment portfolio for regulatory compliance and reporting
Nov 2019 - Dec 2022
Senior Project Manager
- Collaborated with diverse stakeholders across multiple lines of business and IT to ensure successful delivery of solutions- Demonstrated versatility as both a business analyst and project manager by driving requirement gathering and optimizing resources to deliver successful outcomes - Provided guidance and leadership for business during application vendor selections- Exercised strong leadership as a scrum master by conducting daily standups and facilitating close collaboration with product owners
Sep 2018 - Nov 2019
Senior Business Analyst
- Worked directly with customers to scope projects, gather business requirements, implement software, and provide support during testing- Designed and configured solutions tailored to customer requirements- Provided Front and Middle office support, from designing risk reports to setting up credit and market risk limits- Implemented best practice configurations across multiple clients- Liased with cross functional teams within the organization to create and mature new software functionality
Dec 2012 - Aug 2018
Business Analyst
Jan 2011 - Dec 2012
Associate Business Analyst
Jun 2008 - Dec 2010
Team & coworkers
Colleagues at Dodge & Cox
Other employees you can reach at dodgeandcox.com. View company contacts for 350 employees →
RH
Rose Hauer
Colleague at Dodge & CoxSan Francisco, California, United States
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NA
Nimpal Amas
Colleague at Dodge & CoxHouston, Texas, United States
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KT
Katrina Tomeldan
Colleague at Dodge & CoxSouth San Francisco, California, United States
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SA
Shane Adams
Colleague at Dodge & CoxCanberra, Australian Capital Territory, Australia
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MB
Mitchell Banh
Colleague at Dodge & CoxSan Francisco Bay Area, United States
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CS
Corey Smith
Colleague at Dodge & CoxLafayette, California, United States
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JR
Jonathan Reeves
Colleague at Dodge & CoxNiceville, Florida, United States
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KH
Katie Hartel
Colleague at Dodge & CoxNovato, California, United States
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WS
Wesley Sasser-Brandt
Colleague at Dodge & CoxSan Francisco, California, United States
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CA
Carlos Andres Gomez
Colleague at Dodge & CoxUnited States
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Rose Hauer
Colleague at Dodge & CoxSan Francisco, California, United States
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NA
Nimpal Amas
Colleague at Dodge & CoxHouston, Texas, United States
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KT
Katrina Tomeldan
Colleague at Dodge & CoxSouth San Francisco, California, United States
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SA
Shane Adams
Colleague at Dodge & CoxCanberra, Australian Capital Territory, Australia
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MB
Mitchell Banh
Colleague at Dodge & CoxSan Francisco Bay Area, United States
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CS
Corey Smith
Colleague at Dodge & CoxLafayette, California, United States
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JR
Jonathan Reeves
Colleague at Dodge & CoxNiceville, Florida, United States
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KH
Katie Hartel
Colleague at Dodge & CoxNovato, California, United States
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WS
Wesley Sasser-Brandt
Colleague at Dodge & CoxSan Francisco, California, United States
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CA
Carlos Andres Gomez
Colleague at Dodge & CoxUnited States
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1 education record
Eric Chan education
-
University Of California, Davis
FAQ
Frequently asked questions about Eric Chan
Quick answers generated from the profile data available on this page.
What company does Eric Chan work for?
Eric Chan works for Dodge & Cox.
What is Eric Chan's role at Dodge & Cox?
Eric Chan is listed as Fund Treasury Platform Lead at Dodge & Cox.
Where is Eric Chan based?
Eric Chan is based in San Francisco, California, United States while working with Dodge & Cox.
What companies has Eric Chan worked for?
Eric Chan has worked for Dodge & Cox, First Republic, First Republic Bank, and Calypso Technology.
Who are Eric Chan's colleagues at Dodge & Cox?
Eric Chan's colleagues at Dodge & Cox include Rose Hauer, Nimpal Amas, Katrina Tomeldan, Shane Adams, and Mitchell Banh.
How can I contact Eric Chan?
You can use AeroLeads to view verified contact signals for Eric Chan at Dodge & Cox, including work email, phone, and LinkedIn data when available.
What schools did Eric Chan attend?
Eric Chan studied at University Of California, Davis.
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