• Manage key regional client accounts with operations across Asia, ensuring pre & post-implementation expectations are met. Act as the single point of contact for partnership initiatives, relationship building, operations, and service reviews.• Analyse data for Asian life/protection markets and draft proposals to assist senior management in forming strategic & tactical goals.• Led a feasibility study to discern pros and cons of expanding into China, collaborating with senior management and directing SMEs to analyse regulatory requirements and market appetite for a cloud-based auto underwriting solution.• Conduct discoveries/analysis to understand clients’ new business processes and strategic priorities in support of their product development and positioning.• Advise and assist clients in implementation projects as the lead project manager, covering contract/SOW negotiations with Legal & Sales teams, due diligence, requirements gathering, design, testing, delivery and risk management.• Design and host client workshops and training sessions related to automation solutions and data.• Support Marketing & Sales, contributing ideas for demos, product video storyboards, social media postings, RFI, RFP & POC responses.• Instruct and guide Finance team to ensure accurate and timely invoicing of clients.• Served as deputy to the Director of Asia Business Operations, assisting in interviewing, coaching, and managing team communication & performance.

• Manage the deployment of system enhancements that are bundled into a single release, adhering to TDLC framework.• Act as single accountable party for defining, planning, orchestrating and delivering application enhancement releases.• Serve as the lead project manager when there are multiple enhancements of unrelated applications within a release.• Collaborate closely with application & portfolio managers to coordinate entry into testing and release into production• Manage scope to ensure commitments are achieved within agreed time, cost and quality parameters. Where necessary, proposes recommendations and adjustments.• Validate financial forecasts and provides ongoing reconciliation of resources and other project expenditures.• Designed & built VBA tool to improve prioritization process, resource allocation/utilization and capacity forecasting.

• Provide project management support to change PRU’s Variable Annuity framework, a major initiative to improve risk management and to realize economic & balance sheet efficiencies starting with 2Q16 capital release of ~ USD 1 billion.• Collaborate with Actuarial subject matter experts (SMEs) and stakeholders to prioritize, plan, monitor, execute & close out the project within an aggressive timeline and budget.• Assist workstream leadership in navigating and resolving priority/resource conflicts due to competing projects.• Co-chair weekly implementation meetings and facilitate discussions with SMEs & stakeholders.• Actively manage communication with various stakeholders in PMO, Audit, Risk, and the leadership team, reporting on status/issues by creating presentation decks, issues log, dashboards, SharePoint and project plans.• Perform due diligence in assessing risk of project in all SDLC phases and maintain key documents for Audit and PMO.• Implement project management best practices to ensure strict compliance to defined change management processes.• Support cross functional groups in defining, documenting, and scheduling tasks for implementing changes in data and STAT/GAAP financial reporting.

• Spearheaded the provision of strategic and tactical views of the US preferred market, focusing on retail-friendly securities totaling USD 250 billion, in role as Lead Strategist.• Oversaw active research coverage, encompassing 200 preferred securities issued by more than 60 issuers, and client assets under management averaging USD 15 billion.• Facilitated firm-wide asset allocation discussions; supported corporate flagship publications with investment proposals. • Authored monthly market commentary and preferred securities recommendations based on valuation, technical factors, macro backdrop, and issuer credit profile.• Led targeted, daily counsel sessions with diverse groups of professional, including private clients, financial advisors, sales force, and portfolio managers.

• Provided leadership in change management, effectively administrating business requirements and timeline for PMO.• Drove the successful planning of a new firm-wide USD 750,000 research web portal by assisting senior stakeholders with project business case development and project purpose, budget, deliverables, and milestone definition.• Enhanced user-experience and enriched research content from multiple internal/external sources by collaborating with IT, marketing, and legal/compliance on web portal & subscription engine business requirements development.• Diligently maintained progression transparency through project status updates and executive reports creation. Accurately prioritized project risks and issues, driving resolution with project work stream leaders.

• Headed all regional technology initiatives and served as ambassador to regional IT and senior stakeholders in roles of Subject Matter Expert (SME) and active member of the WMR APAC Management Committee.• Identified opportunities for lower-cost service delivery methodologies and mitigated severe budgetary, resource, and management constraints during the 2008/09 financial crisis by leading cross-functional collaborations.• Continuously ensured program scope alignment with global strategic business objectives within USD 1 million budget. Established project governance and monitoring in alignment with global PMO governance and processes.• Administrated USD 5 million global IT platform integration project, enabling seamless global collaboration amongst publishing research analysts and strategists.• Detected cross-border risks and developed access matrix based on client profile by partnering with legal & compliance.

• Appointed Deputy Head of WMR Technology Management US; established dedicated private client research operation in the US in direct collaboration with Legal and IT global stakeholders.• Prioritized requirements and allocated resources within USD $5 million budget by supporting global PMO and analysts.• Successfully promoted defined processes and project lifecycle across time zones and organizational boundaries.• Wrote regional/global business requirements, managed IT vendor relationships, supported global technology rollouts and conducted user trainings.

• Managed and enhanced multi-asset class portfolio analytics applications used in production of client-facing reports/proposals• Implemented automation of profile-based asset allocation and concentrated equity portfolios analysis• Slashed production downtime by more than 50% by building applications to automate client report development.