Jonathan Tong

Jonathan Tong Email and Phone Number

Director at MUFG
Jonathan Tong's Location
Los Angeles, California, United States, United States
Jonathan Tong's Contact Details
About Jonathan Tong

Highly accomplished financial services executive with extensive experience in leading teams during periods of company growth and re-structuring. Proven success in establishing and executing an effective cross-functional business partner relationship between Finance, Risk, HR, Sales Management, Technology and Operations. Extensive experience in developing and executing complex strategies across transformation, business development, organizational structuring, customer relationship management, technology platform integrations, and regulatory compliance.

Jonathan Tong's Current Company Details

Director at MUFG
Jonathan Tong Work Experience Details
  • U.S. Bank
    Director
    U.S. Bank Dec 2022 - Jul 2023
    Los Angeles Metropolitan Area
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  • Mufg
    Director
    Mufg Sep 2017 - Dec 2022
    Los Angeles, California
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  • Morgan Stanley
    Vice President
    Morgan Stanley Feb 2017 - Sep 2017
    Greater Los Angeles Area
    Oversee the client on-boarding process for new and prospective institutional clients across multiple asset classes. Project lead across UI platform development (QA, UAT, and production), strategic operational team re-structuring, flow analysis, and policy/governance documentation. Experienced in leading large scale projects pertaining to organization re-structuring.
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  • Morgan Stanley
    Vice President
    Morgan Stanley Dec 2015 - Jan 2017
    Greater New York City Area
    Responsible for managing the day to day account opening and documentation process for new and organic business streams across multiple asset classes. Project lead in ensuring compliance across multiple regulatory mandates requiring the development and enhancement of database and UI platforms, process re-design, and organization re-structuring (headcount, budget, and KPI analysis).
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  • Morgan Stanley
    Vice President
    Morgan Stanley Oct 2013 - Dec 2015
    Greater New York City Area
    Led an organization focused on managing the client book of institutional clients across multiple asset classes. Project lead across platform development (QA, UAT, and production), risk control and self assessments, and streamlining of operational processes. Point of contact on RFPs, audit inquiries, and client escalations.
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  • Goldman Sachs
    Associate
    Goldman Sachs Jul 2010 - Oct 2013
    Greater New York City Area
    Experienced client relationship manager in cleared derivatives.Managed a client book of over 500+ clients across hedge funds, mutual funds, corporates, and pension funds. Responsible for the daily monitoring of P&L, margin, collateral processing, and problem solving critical issues. Presented new and existing product offerings to existing clients and during RFPs. Project lead in designing the roll out of the client service best practices and training guide.
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  • Goldman Sachs
    Associate
    Goldman Sachs Jul 2008 - Jul 2010
    Greater Chicago Area
    Experienced trade support specialist responsible for managing the build out of the Chicago office location. Primary goal was to implement the follow the sun model from the New York City office resulting in a time savings of 1 hour. Additional responsibilities included primary oversight of the trade clearance of over 1mm+ listed derivatives contracts daily, resolution of T+ trade breaks, and mutual offset(MOS) pairing.
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  • Goldman Sachs
    Analyst
    Goldman Sachs Sep 2007 - Jul 2008
    Greater New York City Area
    Analyst responsible for the clearance of 1mm+ listed derivatives contracts. Additional responsibilities included participation in multiple analyst program sessions focused on the development of industry specific skill sets, project lead in testing and identifying potential defects in UAT rollouts, and mentoring incoming analysts.
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Jonathan Tong Skills

Prime Brokerage Derivatives Fixed Income Hedge Funds Equities Middle Office Options Trading Systems Bloomberg Capital Markets Investment Banking Securities Electronic Trading Equity Derivatives Structured Products Cds Collateral Management Fx Options Credit Derivatives Swaps Equity Trading Securities Lending Interest Rate Derivatives Market Data Alternative Investments Emerging Markets Project Management Risk Management Change Management Operations Management Strategic Planning Business Process Improvement Business Development Regulatory Documentation Document Management Document Preparation Documentation Process Flow Documentation Legal Document Preparation Client Development Customer Relationship Management Business Analysis Organizational Development Pipeline Management Lean Process Improvement Foreign Exchange Options Banking Strategy Leadership Management

Jonathan Tong Education Details

Frequently Asked Questions about Jonathan Tong

What is Jonathan Tong's role at the current company?

Jonathan Tong's current role is Director at MUFG.

What is Jonathan Tong's email address?

Jonathan Tong's email address is jo****@****ail.com

What is Jonathan Tong's direct phone number?

Jonathan Tong's direct phone number is +191425*****

What schools did Jonathan Tong attend?

Jonathan Tong attended University Of Massachusetts, Amherst.

What skills is Jonathan Tong known for?

Jonathan Tong has skills like Prime Brokerage, Derivatives, Fixed Income, Hedge Funds, Equities, Middle Office, Options, Trading Systems, Bloomberg, Capital Markets, Investment Banking, Securities.

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