Jaye Woo Email & Phone Number

Singapore

Singapore

Process & Controls Implementation | Client Reporting | Regulatory ReportingStreamlined processes to improve task efficiency and quality, resulting in significant time savings and enhanced scalability.Developed a database to meet senior management's recurring requests for detailed AUM reports, reducing turnaround time from a week to 1-2 days.Revamped weekly transaction reports, reducing preparation time by approximately 2 hours per week.Automated daily client email correspondence and report categorisation, saving 45 minutes daily through self-directed learning of Python scripting.Developed a data dictionary for automated system-generated client portfolio reports, covering financial analysis, performance, and transactions.Collaborated with portfolio managers to gather specifications and ensured accurate alignment of requirements with development teams.Implemented a framework to communicate investment mandate changes to offshore service centers.Ensured controls and accessibility of vital information by documenting processes.Managed daily, weekly, and monthly fixed income report inquiries from portfolio managers and clients.Provided ad-hoc custom reports to support investment decisions.Conducted comprehensive reviews, analysis, and resolution of performance metric fluctuations and anomalies.Maintained detailed records of issues raised, identifying gaps and implementing preventive measures.Submitted regulatory filings to regulatory authorities within designated deadlines.

Singapore

Performance Measurement & Reporting | Process Improvement | Policy ChangesMonitored and evaluated investment portfolio performance, providing performance analyses and clarifying fluctuations in returns and portfolio value.Prepared accurate monthly Board and annual Ministerial reports, ensuring timely delivery and rigorous validation.Managed timelines across accounting and investment teams for financial reporting and audits.Tailored performance metrics for bespoke investments, improving reporting accuracy.Implemented process improvements and controls, recognised for contributions to the team.Contributed to enterprise-level system integration initiatives, automating data flow and enabling quick querying of AUM, cashflows, and returns.Led projects through the entire lifecycle, aligning requirements, performing UAT, and ensuring successful implementation.Created visually engaging board report dashboards, gathering stakeholder requirements and conducting user training sessions.Automated risk-free rates compilation, eliminating manual processes and facilitating daily access to vital information.Evaluated sector classifications, adopting BICS based on unanimous agreement from investment teams.Explored alternative sector classifications, leading to the transition to FactSet and an 80% reduction in subscription costs.Performed thorough evaluations, conducted performance analyses, and delivered research findings to the Board.

Singapore

Investment Research | Travel Coordination | Process ImprovementAssembled investment research reports, extracting information from external sources and creating financial ratio charts and tables.Efficiently managed schedules and coordinated business travel for the team.Developed Excel macros to automate daily administrative tasks, resulting in a 20-minute time reduction.

Singapore

SGXTrade Expert | Mock Trading Coordination | On-site Trader SupportAcquired extensive expertise in SGXTrade through comprehensive training.Planned and organised mock trading sessions, coordinating efforts between securities trading firms and the IT department.Oversaw resource planning and ensured smooth execution of mock trading sessions.Provided on-site assistance to traders during the launch of SGXTrade.

Bachelor Of Science (Bsc), Finance, Second Class (Upper) Honours

Diploma, Banking & Financial Services

Activities and Societies: Exchange programme in China, NTU Cash Flow Game, SGX-NTU Stock Exchange Game, Round Island Cycling Expedition.