Jun Li

Jun Li Email and Phone Number

Senior Business Analyst at IFM Investors @ IFM Investors
australia
Jun Li's Location
Greater Melbourne Area, Australia
Jun Li's Contact Details

Jun Li work email

Jun Li personal email

n/a
About Jun Li

I am a Senior Business Analyst, with 12 years experience in information technology, credit cards, wealth and general banking. I have worked mainly for large banks including NAB, ANZ and Credit Suisse UK. At NAB, I worked on the NAB Rewards Credit Card Project (until March 2018) focusing on customer experience initiatives, rewards program management, product management, vendor management, and setting up and improving operational processes. I also worked 5 months on the bank wide Unclaimed Monies project completing detailed process maps and requirements documents. At Credit Suisse Private Bank, I worked as a Senior Business Analyst on various regulatory projects and in June 2014 completed a large client onboarding project on the buyout of Morgan Stanley Private Bank. Previously I worked at ANZ Bank for 7 years in various project roles in Financial Planning and Technology teams. During my time at CS London, NAB and ANZ Melbourne, I have helped to deliver major strategic projects including NAB Rewards program launch for credit cards business, Unclaimed money project to ensure compliance for NAB in 2015, UK banking regulation changes including MIFID II, FSCS (Financial Compensation), Consumer Credit Act, Client On boarding project for integrating Morgan Stanley clients into Credit Suisse Private Bank systems, workflows and processes. With an academic background in Commerce and Computer Science, I have the ideal combination of commercial acumen and technology expertise to deliver effective business solutions. I am passionate about new technology and changing business processes for the better and I am proactive, adaptive and committed to the highest standard of work and work ethic at all times. I am genuinely excited to bring my experience and skills to the right employer.

Jun Li's Current Company Details
IFM Investors

Ifm Investors

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Senior Business Analyst at IFM Investors
australia
Website:
ifminvestors.com
Employees:
552
Jun Li Work Experience Details
  • Ifm Investors
    Senior Business Analyst
    Ifm Investors May 2018 - Present
    Melbourne, Australia
  • National Australia Bank
    Senior Business Analyst
    National Australia Bank Jul 2015 - Mar 2018
    Melbourne, Australia
    For over 2 years working as a Business Analyst on the NAB Rewards Project helping to launch new credit card rewards program for NAB in January 2017. Main responsibilities include developing customer experience journey maps, vendor management, product management, change management, process setup and improvement. For 5 months on business analysis deliverables including process mapping and requirements documentation on the Unclaimed Money Project in response to changes to the legislation passed in Australian Parliament in 2015.
  • Credit Suisse
    Senior Business Analyst
    Credit Suisse Apr 2013 - Mar 2015
    London, United Kingdom
    I worked on the highest profile project in the business to onboard high net worth (HNW) and ultra HNW clients in the Morgan Stanley (MS) acquisition deal (worth a reported 13 billion in AuM). My key contributions included designing a streamlined onboarding process involving various internal review teams, project planning and coordination with senior management including key CS and MS stakeholders, logistics of handling client account opening documentation, system setup, progress tracking and reporting and training administration staff. My key achievement is using MS SharePoint technology to develop a workflow tool for tracking client onboarding tasks across 10 review teams. This saved the team a massive amount of work and allowed the team to focus on getting more clients and assets across.My contract was extended another 8 months where I worked on the most important regulatory projects in the business. These included analysis and requirements gathering for MIFID II, Financial Services Compensation Scheme, Consumer Credit Act, Client Tax Program and Platform Papers, all important recent UK and abroad regulation changes.
  • Anz
    Senior Business Analyst
    Anz Apr 2012 - Apr 2013
    Melbourne, Australia
    Creating and developing key reports for management to monitor and improve the productivity and effectiveness of 400 Financial Advisers. System management and ongoing support of a sales activity and revenue tracking system for the frontline. Provide business analyst and data analyst support on key initiatives and campaigns aimed at driving the growth and revenue of the business.
  • Anz
    Senior Business Analyst / Senior Project Officer
    Anz Feb 2007 - Apr 2012
    Melbourne, Australia
    Business analyst support on medium to large projects including the creation of a customer value proposition, iPad pilot with frontline Advisers, major enhancements to statement of advice document and development of key advice process tools. Manage the Project Management Office for ANZ Financial Planning providing project governance and consolidated project status reporting.
  • Anz
    Management Trainee
    Anz Jun 2005 - Feb 2007
    Melbourne, Australia
  • University Of Melbourne
    Accounting Tutor
    University Of Melbourne Feb 2003 - Oct 2006
    Melbourne, Australia

Jun Li Skills

Business Analysis Project Management Personal Financial Planning Microsoft Excel Reporting Metrics Project Governance System Testing It Audit Powerpoint Business Process Improvement Stakeholder Management Pmo It Strategy Business Requirements Banking Business Intelligence Change Management Sharepoint Requirements Gathering Management Business Process Risk Management

Jun Li Education Details

Frequently Asked Questions about Jun Li

What company does Jun Li work for?

Jun Li works for Ifm Investors

What is Jun Li's role at the current company?

Jun Li's current role is Senior Business Analyst at IFM Investors.

What is Jun Li's email address?

Jun Li's email address is ju****@****.com.au

What schools did Jun Li attend?

Jun Li attended Melbourne University, Kaplan Australia, Melbourne University.

What skills is Jun Li known for?

Jun Li has skills like Business Analysis, Project Management, Personal Financial Planning, Microsoft Excel, Reporting Metrics, Project Governance, System Testing, It Audit, Powerpoint, Business Process Improvement, Stakeholder Management, Pmo.

Who are Jun Li's colleagues?

Jun Li's colleagues are Louise Stevenson, Victoria Filkins, Debby Fan, Anthony Huang, Cfa, Ab Malik, Svetlana Ceca, Dina A..

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