Jonathan Woo

Jonathan Woo Email and Phone Number

Associate Director @ UBS
New York, NY, US
Jonathan Woo's Location
New York City Metropolitan Area, United States, United States
Jonathan Woo's Contact Details
About Jonathan Woo

Jonathan Woo is a Associate Director at UBS. He possess expertise in data analysis, microsoft excel, python, sql, powerpoint and 14 more skills. He is proficient in Chinese (Mandarin).

Jonathan Woo's Current Company Details
UBS

Ubs

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Associate Director
New York, NY, US
Website:
nyftyfitness.com
Employees:
28
Jonathan Woo Work Experience Details
  • Ubs
    Associate Director
    Ubs
    New York, Ny, Us
  • Ubs
    Associate Director
    Ubs Dec 2020 - Present
    Zurich, Ch
  • Bnp Paribas
    Foreign Trade Analyst
    Bnp Paribas Jan 2018 - Jan 2020
    Paris, Fr
    • Assisted in automating our trade processes with our DevOps department.• Update, analyze, and report daily, weekly, and monthly time options and drawdowns report for upper management.• Analyzes newly and amended interest rate swap trades on internal systems.• Liaise with Front Office and other areas of support to resolve operational and booking issues.• Maintenance and reporting of credit dashboards for multiple warehouses such as CLO and Portfolio Financing.
  • Hsbc Commercial Banking
    Client Implementation Manager
    Hsbc Commercial Banking Oct 2016 - Oct 2017
    London, Gb
    • Ensured programs and services were delivered in a coordinated and timely manner to realize revenue and ensure credit risk recommendations while ensuring KYC requirements. Provided documentation and evidence to ensure AML/KYC requirements for suppliers and buyers in our payment agency trade finance program were fulfilled.• Responsible for managing supply chain programs with an average facility size of $50 million along with operations process.• Developed and manage different databases via Excel in order to create better reports based on supplier feedback, which allowed us to implement new policies and thus create better process flow, which decreased errors by 25%.• Created monthly turnover and outstanding reports for senior management for analytics purposes.• Managed projects in other product lines in order to ensure OCC regulations were met for trade settlements.• Created and maintains required documentation/manuals to work towards standardizing implementation processes.• Created analysis reports to see potential revenue generation for a client via Salesforce.
  • Citi
    Business Analyst
    Citi Nov 2015 - Jul 2016
    New York, New York, Us
  • Morgan Stanley
    Uhnw Financial Analyst
    Morgan Stanley Jul 2014 - Aug 2015
    New York, Ny, Us
    • Executed due diligence when underwriting securities-based loans during loan origination and booking to ensure clients’ eligibility and compliance with corporate and risk policies.• Ensured AML and CDD regulatory requirements were fulfilled via compilation of documentation and evidence.• Analyzed client's pledged collateral accounts for financial risk, including short-side derivative exposure, unsettled trades, and margin debit balances subject to rehypothecation.• Served as a liaison between Morgan Stanley and its entities and offer direct support to the firm's financial advisors, private bankers, and branch contacts.• Generated new ideas and implement changes into firm systems and databases (mainly on Microsoft Access) to increase efficiencies and decrease errors.
  • Sumridge Partners
    Java Developer Intern
    Sumridge Partners Jun 2013 - Aug 2013
    Jerrsey City, Nj, Us
    My responsibilities included monitoring and troubleshooting issues in CISCO virtual private networks (VPN) to ensure the networks were secure for SumRidge sites; created web pages using Java, SQL, and JavaScript that allowed the network to access multiple databases and manipulate data; sorted and consolidated all existing databases and created new databases using SQL and Java; assisted core team with other projects, such as creation of a mobile app – a Facebook like app for businessmen.

Jonathan Woo Skills

Data Analysis Microsoft Excel Python Sql Powerpoint Microsoft Office Peak Performance Blogging Microsoft Word Writing C++ Financial Analysis Technical Skillset Java Javascript Economics R Strategic Planning Leadership

Jonathan Woo Education Details

  • Rutgers University
    Rutgers University
    Economics

Frequently Asked Questions about Jonathan Woo

What company does Jonathan Woo work for?

Jonathan Woo works for Ubs

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

Jonathan Woo's current role is Associate Director.

What is Jonathan Woo's email address?

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

What schools did Jonathan Woo attend?

Jonathan Woo attended Rutgers University.

What are some of Jonathan Woo's interests?

Jonathan Woo has interest in Table Tennis, Economic Empowerment, Education, Reading Economic Journals, Science And Technology, Coding.

What skills is Jonathan Woo known for?

Jonathan Woo has skills like Data Analysis, Microsoft Excel, Python, Sql, Powerpoint, Microsoft Office, Peak Performance, Blogging, Microsoft Word, Writing, C++, Financial Analysis.

Who are Jonathan Woo's colleagues?

Jonathan Woo's colleagues are Ethan Harro, Flloyd Rewa.

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