Kyle W. Email & Phone Number

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.

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.