Ivan How Email & Phone Number

Singapore

Singapore

Singapore

I 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.

Singapore

I 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.

Singapore

In 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.

Bachelor Of Science (Bsc), Banking And Finance, 2Nd Honors (Lower)

Diploma, Information Technology

Education record