Hank Zhang Email & Phone Number

Mississauga, ON, CA

Toronto, Ontario, Canada

• Designed and maintained product roadmaps by integrating insights from existing products, market trends, business requirements, and competitor analysis. Ensured roadmaps were consistently aligned with evolving market.
• Successfully delivered multiple products from third-party vendor onboarding to internal system upgrades. These initiatives drove significant revenue growth, regulatory compliance, client retention, risk mitigation, and.
• Successfully delivered multiple products from third-party vendor onboarding to internal system upgrades. These initiatives drove significant revenue growth, regulatory compliance, client retention, risk mitigation, and.
• Conducted comprehensive market research utilizing qualitative and quantitative methods to analyze industry trends, competitive landscapes, and client requirements. Identified service gaps and opportunities, enabling.
• Developed business cases, presenting solution design and associated financial benefits through target operating models and financial modeling. Secured approval from the Investment Review Committee and alignment from.
• Led vendor selection processes including RFPs, POC validations, and product demos. Balanced immediate business needs with strategic product roadmap considerations, resulting in informed recommendations.

Mississauga, Ontario, Canada

• Dedicate to client relationship management, including client satisfaction, SLA management, and procedure documentation. Train, monitor, and manage the team to complete daily tasks to deliver high-quality client service.
• Provide global level portfolio administration support and assist in reconciliation of various asset classes between different platforms, data vendors, and custodians.
• Perform trade affirmation and settlement support; build, enhance… Show more
• Perform trade affirmation and settlement support; build, enhance, and maintain automated workflow for transactions and reference data points loaded and processed in a timely manner.
• Process daily pricing for each security through various pricing systems and monthly valuation for the entire portfolio.
• Lead a team of four to manage and maintain various global security databases involving several asset classes; assist client’s front desk in bidding new issue securities by setting up securities timely and ensure trades.

Mississauga, Ontario, Canada

Mississauga, Ontario, Canada

Toronto, Canada Area

• Managed over $2 billion asset for 15 pension plans, including both Defined Benefit and Defined Contribution plans, belonging to 9 institutional clients, and delivered value-adding performance from 2% up to 5% on.
• Drafted… Show more
• Drafted portfolio analytical reports on a quarterly basis to assess managers’ performance, plan overall risk, asset mix, and fund structure, and guided transactions regarding rebalancing, in-kind transfer, and open.
• Built and managed both internal and external databases for quantitative research purposes, such as risk-return tradeoff, peer evaluation, market volatility, asset class comparison, and manager consistency. Collected.
• Conducted quantitative and qualitative research in the selection and due diligence of managers regarding factors including, but not limited to, clients’ risk tolerance, required benefit payments, and capital market.
• Analyzed pension plan needs and collaborated with clients to transfer risk tolerances and capital market expectations into investment strategy, and developed 9 highly customized and well-diversified investment.

• Conducted market research and analyzed client’s internal operation to deliver customized consulting services regarding business asset allocation of over ¥200 million, expanding the product line to cover all major.
• Built and applied financial model of cost management and market research of potential regional purchases and sales to help profit margins doubled from 17% to 34% for the client.
• Explored 3 different investment options for one major client… Show more
• Explored 3 different investment options for one major client and developed customized financial plan based on analysis of its most immediate and longer term financial objectives and periodically updated financial.

Master Of Business Administration (M.B.A.), Supply Chain Management And Business Information System

Master'S Degree, Finance

Bachelor'S Degree, Business Administration