Jerrell Huang, Cfa Email & Phone Number

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.
• 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.
• 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