Jeffrey Lee Email & Phone Number

Western Australia, Australia

Managing the store operations

Perth, Australia

Perth, Australia

Perth, Australia

Singapore

An analytical and skilled Central Dealer with four years of currencies trading experience. Good knowledge of risk management, derivatives, structured products. Experienced in managing foreign exchange trades that exceeds USD 1 billion, which include G7 majors. Well-organised, attention to detail and ability to work independently. Familiar with professional trading activities, spreadsheets and data management. - Sole FX Dealer from 2010 to 2013- Worked closely with Portfolio Managers (PM)- Executed FX orders ranging from spot; forward outrights, swaps and NDFs - Executed global equity trades by obtaining prices that are better than the EOD VWAP- Actively monitor FX rates, provide views to PM on technical analysis and trade ideas - Independently maintained and rollover FX forward positions for hedging- Rebalancing FX hedge ratios and cash management for Fixed Income and Equities Portfolios - Made recommendation to Product Development on hedging for new funds according to the different fund’s mandate- Interacted with over 30 banks and counterparties to develop a strong relationship - Familiar and compliance with risk management policies- Implemented continuous business improvement on processes - Established and maintained good rapport with relevant departments and stakeholders - Collaborated with IT, compliance, risk management, and back office- Supervised back office personnel to ensure timely and accurate trade reconcilement and settlement

Singapore

Possess market experience with settlement and trade reconciliation process. Accustomed to high volume, volatile markets and knowledge in international and cross-border settlements. Familiar with settlement systems such as Euroclear, Austraclear, Clearstream and Swift. - Experienced in handling high volumes of bonds settlements - Reconcile trade discrepancies- Escalate unresolved discrepancies to management- Monitor and correct institutional accounts- Manage and reduce risk associated with settlement failure- Dealing with internal and external counterparties settlement and post-settlement enquiries- Identify problems, develop solutions and implement efficient workflows

Singapore

Interpret and analyse data for driving business solutions. Proficient knowledge in statistics, mathematics, and analytics. Excellent understanding of business operations and analytics tools for effective analyses of data. - Manage and execute analysis needs and data mining - Provide accurate and insightful analysis and reporting- Monitor and audit data quality- Identify areas to increase efficiency- Recommend new ways to save cost by streamlining business processes - Understand broad economic trends and impact on business performance