Problem solver, strategic thinker, team player, detail oriented, effective communication, focused.As a finance professional with 10 years experience in fund administration, portfolio support roles in multinational organization, I have demonstrated track performance in streamlining processes, enhance business efficiency and project management.I am focused and result-oriented individual, brings across collaboration across different teams and stakeholders globally to achieve business goals. Adept at trade booking, compliance resolution, client reporting, NAV reporting. Streamlined business operations by documenting Standard Procedures and conducting training sessions for global teams to ensure consistent implementation. Strong communication and analytical skills with a focus on delivering high-quality services.Languages: English, ChineseKey Skills:• Asset Allocation and Portfolio Rebalancing• Process Documentation and Optimization• Decision Support for Investment Teams• Client Reporting and Data Provision• Corporate Action Management• FX Hedge Management• Cash Flow Monitoring•
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AvpAssured Asset ManagementSingapore
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Portfolio Manager AssistantColumbia Threadneedle Investments Emea Apac Apr 2020 - Oct 2024SingaporeI support Equities, Fixed Income, and Hedge Fund teams, specializing in portfolio management, asset allocation, and trade implementation. My focus is on optimizing daily cash flows and managing currency exposures through FX transactions. I oversee corporate actions, futures, options, and bond rolls, ensuring timely compliance with financial obligations. I take pride in delivering accurate financial reports and providing key data for client presentations and regulatory submissions. A notable achievement of mine is enhancing operational efficiency by improving process documentation and effectively managing FX hedge adjustments to align with fund strategies. -
Senior Portfolio AnalystMainstream (Now Part Of Apex Group Ltd.) Jun 2015 - Apr 2020SingaporeI focused on preparation and review NAV reports and unit pricing for client portfolios, ensuring compliance with all regulations. I managed corporate actions for multiple portfolios, including dividends, splits, and mergers, while reconciling cash and portfolio positions with custodians to maintain data accuracy. My role also involves coordinating liquidity management, preparing instructions, and handling capital flows like subscription, redemption and transfers. I processed and reconciled trades to ensure accurate and timely execution.One of my key achievements has been successfully leading the transition of new funds into our system (PAXUS), which optimized workflow efficiency. Additionally, I developed comprehensive process documentation that standardized procedures and improved operational consistency across the team. -
Client ServicesUbs Global Asset Management Jan 2014 - May 2015SingaporeIn my role supporting the day-to-day operations for the APAC region's wholesale and fund administration teams, I focused on ensuring seamless processing of subscriptions, redemptions, transfers, and switches of fund units. My commitment to accuracy and client satisfaction was key in managing these transactions effectively. I also took the initiative to design and distribute a range of fund performance materials—such as fact sheets, sales flyers, and product cards—to clearly communicate investment opportunities to corporate clients.One of my proudest achievements was organizing and supporting both the UBS World Fund Summit and DBS fund training, which played a significant role in enhancing client engagement and driving business development. Additionally, I streamlined our monthly updates on fund performance, ensuring timely and precise information reached our clients, which greatly improved transparency and built trust.
Ivan How Education Details
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Sim-Uol2Nd Honors (Lower) -
Information Technology -
Hong Kah Sec
Frequently Asked Questions about Ivan How
What company does Ivan How work for?
Ivan How works for Assured Asset Management
What is Ivan How's role at the current company?
Ivan How's current role is AVP.
What schools did Ivan How attend?
Ivan How attended Sim-Uol, Singapore Polytechnic, Hong Kah Sec.
Who are Ivan How's colleagues?
Ivan How's colleagues are Sincan Bobo, Duyên Mỹ, Vianna Ho, Susan Lin, Angie Chan, Abdr Ssamad Ifrah, 邝家宝.
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