Felix Lee Email & Phone Number

Singapore

Singapore

• Responsible for the cost allocation process across the Asia business.• Supported the Multi-Year Planning, budgeting and head office reporting processes• Enhanced Finance support to various business partners by improving linkagesbetween management reporting and strategic agendas.• Developed business profitability and insights on cost drivers to support businesssteering and growth initiatives.• Delivered management reporting suite for all branches and subsidiaries in Asia.

Singapore

• Responsible for strategic planning and analysis to support the business in achieving key financial objectives• Oversaw and enhanced portfolio segmentation integrity to drive Relationship Managers productivity• Executed portfolio restructuring project for the offshore distribution channel by working closely with internal stakeholders• Developed interactive dashboards to communicate data driven insights and MI to senior management to make informed decisions

Singapore

• Prepared daily sales MI for the offshore platform.• Tracked internal sales tactical to analyze the effectiveness and providing recommendations to management• Assisted in portfolio management of the RMs through unengaged portfolio shuffling, redeployment of vacant portfolio, strategic distribution of new customer acquisitions, resolving cross-tagging customers situations

Singapore

• Delivered daily trade and position reconciliation for hedge funds in line with Service Level Agreements• Analysed and resolved discrepancies in daily reconciliation and internal system errors• Amended daily trade and set ups of financial instruments such as derivatives, equities, bonds and OTC instruments• Liaised with Citco's local offices and clients daily with regards to trade breaks resolutions