Kyle W. Email and Phone Number
Head of Operations, UBS FuturesWith 15 years of experience in the securities and ETD markets, I currently lead the UBS Futures Operations team. During my tenure at UBS, the Ops team I lead enabled several pioneering projects and businesses from scratch, including the first QFII commodities futures execution in China, night trading session, bond-as-collateral margin service and overseas intermediary services. This helped enrich the business's product offerings and access to a diversified client portfolio.I bring extensive expertise in client account management, trading risk control, clearing and settlement processes, physical delivery, margin fund management, institutional client services, and team leadership. I am also adept at fostering strong relationships with internal stakeholders and external entities, including regulatory authorities, exchanges, custodians, futures margin depository banks, and leading international financial institutions.My proficiency extends to securities, futures, and other derivatives. I am client-focused and a proactive coordinator, dedicated to leveraging all available resources to deliver exceptional outcomes for both external and internal clients.
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Head Of Operations At Ubs Futures瑞士联合银行集团 Mar 2021 - Present中国 上海市1.Decision making, designing, coordination, execution and optimization of company strategic business projects.2.As a key function, participate in client meetings, providing industry insights, regulatory updates, tailored solutions, and continuous service & optimization to strengthen client relationships.3.Set team OKR, cross training, talent review, budgeting and forecasting.4.Relationship manager of the regulator, exchange and third-party service provider.5.Company policy and SOP design and review.6.Margin fund management (Liquidity, Margin call, Ring fenced margin fund fixed income), relations and interest rate product negotiation with FMDB.7.Supervise all operations related tasks including account management, clearing and settlement, cash/physical delivery and regulatory reporting process on daily basis.8.Leveraging various tools to design and implement process automation, thus saving human resources and enhancing operational efficiency, such as Alteryx, Excel Macros, Python and other RPA platforms. -
Senior Clearing & Settlement Specialist国泰君安期货有限公司 May 2013 - Mar 2021中国 上海市区1. Clearing and settlement procedures for all clients of company on daily basis. 2. Regulatory reporting3. Strategic client service customization and delivery4. Trading member company margin risk control.5. Provide guidance for institutional client to participate in futures physical delivery and hedging6. Other responsibilities including anti-money laundering investigation, liquidity management settlement system access control and etc.
Frequently Asked Questions about Kyle W.
What company does Kyle W. work for?
Kyle W. works for 瑞士联合银行集团
What is Kyle W.'s role at the current company?
Kyle W.'s current role is Head of Operations at UBS Futures.
Who are Kyle W.'s colleagues?
Kyle W.'s colleagues are Serena Chan, Chris Algee, Heather Williams, Katarzyna Sosnowska, Stephan Spaenhauer, Joseph P. Drier Iii, Cepa, Cfp, Cpwa, Carmen Luck.
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Kyle W.
Driving Transformation Through Product, Process, And Customer FeedbackSan Francisco Bay Area3gtnexus.com, hotmail.com, art.com2 +192539XXXXX
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