Jacky Poon, Frm Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Mississauga

Toronto, Canada Area

Hybrid role between Product Management and Investment Fund ResearchProduct Management•Take full accountability in managing the product life cycle and the operations of the assigned products: Universe Comparison and Pooled Fund Survey.•Set products’ goals and strategies in anticipation of market trend•Conduct market researches and customer interviews•Perform SWOT analysis and address any competitive gaps•Ensure products fit into organization’s overall portfolio from a… Show more Hybrid role between Product Management and Investment Fund ResearchProduct Management•Take full accountability in managing the product life cycle and the operations of the assigned products: Universe Comparison and Pooled Fund Survey.•Set products’ goals and strategies in anticipation of market trend•Conduct market researches and customer interviews•Perform SWOT analysis and address any competitive gaps•Ensure products fit into organization’s overall portfolio from a strategic, pricing, and coherency stand point•Structure and maintain projection models for products’ revenue, cost, market shares•Closely monitor products’ key risk factors and address operational flaws and deficienciesInvestment Fund Research•Conduct researches and prepare articles on Pensions and Investment funds for symposiums and industry journals•Summarize pensions’ performance and develop theme and storyline for the press release’s write up•Provide support to consultants as the Subject Matter Expert for universes recommendation, competitors’ analysis, and Investment funds’ related information Show less

Toronto, Canada Area

•Took full accountability in performing funds valuation and reporting of assigned client accounts within stated deadlines ensuring conformity with the terms of "Generally Accepted Accounting Principles", Income Tax Act, Trust Agreement/ Prospectus, and internal policies and procedures while ensuring delivery of optimal client service•Direct initiatives to improve productivity and efficiency of processes and procedures in the delivery of client commitments•Closely monitored resources to… Show more •Took full accountability in performing funds valuation and reporting of assigned client accounts within stated deadlines ensuring conformity with the terms of "Generally Accepted Accounting Principles", Income Tax Act, Trust Agreement/ Prospectus, and internal policies and procedures while ensuring delivery of optimal client service•Direct initiatives to improve productivity and efficiency of processes and procedures in the delivery of client commitments•Closely monitored resources to efficiently manage increase or decrease in number of funds•Provided keen oversight in the recruitment process to guarantee that all new employees for new business or regular turnover are appropriately trained and well guided•Consistently handled clients’ expectation and deliver quality customer service through timely and accurate deliverables and responses•Rendered assistance in developing service strategy for clients and new business opportunities. •Honed organizational and individual capabilities to efficiently manage structural changes arising from business evolution and strategic decision•Determined and addressed procedural gaps by establishing appropriate control procedures. Designed and developed tools to all mitigate potential operational risk Show less

Toronto, Canada Area

•Collaborated with the manager in resolving conflict among team members through engaging conversations; organizing special events such as fund wound down, rollover, merger and new fund launching; and administering daily operations•Shared knowledge and expertise with team members to develop their abilities in solving challenges and formulating required actions needed•Executed plans for all the expected challenges for the year-end with the manager, and designated time for unexpected… Show more •Collaborated with the manager in resolving conflict among team members through engaging conversations; organizing special events such as fund wound down, rollover, merger and new fund launching; and administering daily operations•Shared knowledge and expertise with team members to develop their abilities in solving challenges and formulating required actions needed•Executed plans for all the expected challenges for the year-end with the manager, and designated time for unexpected events through consulting other teams on their past experiences•Pioneered and implemented new procedures to improve control and efficiency •Coordinated with other departments to resolve all fund-related issues•Evaluated all NAV packages to ensure accurate valuation Show less

•Reconciled cash and securities transactions•Performed market variance analysis; indentified and resolved all discrepancies •Processed complex corporate actions for the hedged fund assigned•Prepared preliminary financial statements

Financial Risk Manager (Frm), Risk Management

Derivative Market Specialist (Dms), Investments And Securities

Canadian Investment Manager (Cim), Investments And Securities

Bachelor Of Applied Science (B.A.Sc.), Computer Science & Economic