Heidi Ho Email & Phone Number

Manage IT projects of Investment system.Lead application management team to support middle/ back office functions.

Hong Kong

Manage IT project in Portfolio Management, PortfolioAdministration Operations and Fund distribution areas.Support Asia countries.Projects:1. Implemented Fund distribution systems in HK, TW and SG, supported Fund Order management, Straight Through Process, CustomerRelationship Management, Know Your Client support and Management information.2. Worked as HK.

• In charge of customer services team, responsible to the account opening and customer datamaintenance;
• Review operational performance of customer services, identify areas in need of improvementand make recommendations on a continual basis;
• Review and ensure that policies and procedures for client account opening are in compliancewith SFC regulatory framework and that adequate control are in place;
• Provide user requirement for system enhancement, coordinate with IT department andperform UAT for new development.

Worked in business project team, support systems implementation in security trading front office and back office areas.Experience in security order routing/ execution, sending trade confirmation and settlement.

Master Of Science (Msc), It Management

Bachelor'S Degree, Economics