Jeff Chung Email & Phone Number

Toronto, Canada Area

- Independent consultant to big six banks providing research and client focus resolutions.- Forecast and implement long term investment goals- debt service, investment income, strategic allocation of funds and long term relationship management. - Design and construct financial portfolios/modelling.- providing customer support and service for administrative functions such as invoicing, procurement, vendor communications, technology issues (password resets, functionality requests) and other tasks assigned.- Help desk support for applications dealing with B2B interface and B2C outlets.- dealing with time sensitive issues especially with new AI rollout and system bug problems.

- Senior trading/sales coupled with analyst/business development responsibilities, handling institutional clients, high net worth investment advisors, and other wealth management advisors with asset allocation and liquidity risk. - Responsible for all documentation for clients were up to date including all KYC and compliance files. - Worked with both internal and external business partners to develop/monitor significant events such as changes in market conditions/government regulations/firm personnel, etc. in the portfolios and develops risk assessments.- Traded following instruments: cash (money market/alternatives, investment grade credit, government, mutual funds, high yield instruments, mortgage related items - MBS, CMB, ABCP and OTC derivatives ie IR swaps., hedged all transactions when needed. - Responsible for syndication for mid institutional/retail advisors including allocation, ticketing (NIAD), and problem resolution- Responsibilities included internal and external trade/client orders via electronic platforms such as BOLT, OWIC, BWIC and various excel spreadsheet client fixed income credit, rates and structured product orders on daily basis. This included TD Asset Management mutual fund flows. - Traded foreign exchange (all major crosses)

Achieved increasing levels of responsibility in trading, sales, risk management, and IT project management.December 2009 – April 2010 Senior Business Analyst - Provided Subject Matter Expertise in the successful launch of a cloud based e-commerce trading tool, BondOne.- Primary point of contact for cross function(s) queries. - Gather intelligence and analyze financial, industry and marketing ideas to aid decision-making ideas and market potential. - Comprehensive understanding of integration, and transactional engagements in financial settings. - Developed business requirements (key performance indicators - KPI), completed testing of application, and ensured user needs were accurately translated into functional and non-functional requirements.- Communicates findings to both mid and senior level management (key stakeholders) and recommends strategies to engage course of action and also to evaluate effectiveness of program. December 2001 – May 2008 Director - Money Market / US & Foreign Bond Trader- Maintained a portfolio of short-term debt instruments and responsible for all US and foreign (non North American) trade flows.- Clients included institutional pension, mutual funds, hedge funds- Traded Canadian retail strips on ad hoc basis- Prepared and developed coupon annuity packages- Lead the resolution of trade discrepancies.- Collaborated with sales force to recommend investment strategies to increase revenues, cash flow and economic analysis. - Responsible for all trade discrepancies and finding fair resolution for both client and firm. - Reduced backlog of trade errors and client complaints to a profit/loss of roughly 2% in 6 months.- New Issue coordinator for all debt offerings (IG, Government, Structured Products)