Johan Lee Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Toronto, Canada Area

Toronto, Canada Area

• Served as center of expertise and primary contact for traders involved in foreign exchange, forwards, and emerging markets trading for reporting and reconciliations functions; worked with traders on tight deadlines for.
• Responsible for ensuring the integrity and veracity of the bank's financial reporting by maintaining and developing reconciliation and control processes, investigating and liaising with other units to resolve gaps

Toronto

• Tested new software for Dodd-Frank compliance as operations team representative, providing user feedback and working to troubleshoot/refine processes and procedures in cooperation with business analysts and software.
• Coordinate between traders, settlements teams and counterparties to verify and book over 100 bond, swap, and options trades (up to $1 billion in value) on a daily basis

Toronto, Canada Area

• Supervised operations for a $13 billion MBS/Mortgage portfolio as second-in-command for a team of 8 officers; acted as team manager to lead team through a lengthy manpower shortage in the midst of a major project.
• Received RBC Performance Award for role as pivotal back office contact in developing, testing and implementing a new trading platform, which required cross-functional and multi-enterprise collaboration to meet tight.
• Won cooperation from different departments and groups by building and leveraging good relationships to overcome lack of formal authority in order to resolve discrepancies that required action outside the scope of my.
• Initiated and implemented process improvements which significantly streamlined monthly/quarterly GL reconciliation process, and simplified discrepancy identification for entire department (Fixed Income Derivative.

Toronto

• Built strong collaborative relationships with internal and external partners to build and maintain a $10 billion mortgage/MBS portfolio, including resolving several legacy issues
• Personally convinced managers to adopt new tools and automated/simplified processes which halved processing times and errors, freeing up personnel for additional duties and simplifying employee training in the.
• Spearheaded conversion of regulatory reporting templates, reconciliation/settlement tools and processes affected by regulatory changes and IFRS adoption; personally studied legislation documents, and discussed.

Toronto

Toronto

• Built personal brand on customer education, with positive feedback from customers from a variety of lifestages and backgrounds; consistently received customer referrals and top satisfaction ratings for service and.
• Led training sessions and discussions on how to promote client education and adoption of new products/services, shaping branch sales strategy which led to increased uptake of e-Savings accounts and online banking

• Identified opportunities for additional retail banking business with new immigrants and members of the Chinese-Canadian community; provided personalized and tailored service to create a community bank atmosphere
• Took part in forming the strategy for promoting and marketing a new credit card product at the branch level, including designing English-language promotional material, and creating scripts for use by sales and service.

Master Of Business Administration (M.B.A.)

Activities and Societies: Ivey Sales and Marketing Club, Ivey Automotive Club, Ivey Impact Club, Ivey Rec SoccerFocused on consumer.

Canadian Securities Course (Csc) And Conduct And Practices Handbook (Cph), Securities And Compliance

CSC - Obtained 2007 CPH - Obtained 2008

Honours Bachelor Of Arts, Economics And Political Science

Education record

Passed CFA Level I exam