Jerrell Huang, Cfa Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

• Managing superannuation options daily exposure management activities including asset allocation rebalancing, overlays portfolios monitoring, liquidity forecasting and currency exposure monitoring.• Leading portfolio management decisions, including asset allocation and investment manager changes and managed asset transitions.

Melbourne, Victoria, Australia

• Conducted comprehensive due diligence on counterparties and brokers to assess creditworthiness and financial stability.• Developed Transaction Cost Analysis framework to evaluate cost and implemented systems and electronic surveillance to detect and prevent market abuse.• Established credit limits and exposure thresholds for counterparties based on credit risk assessments.• Managed ongoing compliance monitoring to ensure adherence to regulatory requirements and investigated compliance breaches and implemented corrective actions as necessary.• Monitored counterparty credit risks and exposures on an ongoing basis and implemented risk mitigation measures as necessary.• Oversaw regular reviews of dealing practices to ensure compliance with regulatory requirements and industry best practices.

Melbourne, Victoria, Australia

Singapore

• Demonstrated an advanced understanding of Capital Markets and Managed Investment products, including derivatives, by successfully overcoming challenges related to data linkages within databases and third-party sources, ensuring operational seamlessness. • Proactively identified and addressed operational gaps, optimized processes, and implemented effective governance to mitigate daily operating risks. • Spearheaded the successful management of four significant projects, including new systems testing, inter-bank payment systems, regulatory reporting, and operational risk control.• Utilized key internal frameworks and controls, conducted impact assessments, and performed root cause analyses to enhance the risk framework within the Operations domain.

Singapore

• Demonstrated solid technical understanding in equities, fixed incomes, structured products and mutual funds downstream processes, trade life-cycles and settlements processes in various markets.• Engaged and managed strong relationship with counter-parties, custodians and internal stakeholders including the front office, trade/risk control, stock lending and technology team on trade issues to meet strict buy-in deadlines and market penalties.• Increased efficiency in managing risks by setting up and automating two new investigations area to reconcile cash and stock breaks, reducing the drudgery manual daily tasks by 70%.

Master Of Management (Finance), Accounting And Finance, Second Upper-Class Honours (H2A)

Bachelor Of Business, Logistics, Materials, And Supply Chain Management, Graduated With Distinction And Top Of The Cohort

Diploma, International Supply Chain Management