Liss Koh Email & Phone Number

A proven professional with more than 17 years of hands-on experience on Unit Trust and 5 years hands-on experience in Bond, Stocks and ETFs in finance industry on backend operations which inclusive of corporate actions, data analysis, integrated data management, process enhancement and automation on backend processors, trade placement and settlement, transfer of financial assets, etc.She is also an expert on handling incidence investigation on various products with different scenarios.

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  Operations Manager

  Ifast Financial (Singapore)

  Aug 2001 - Present

  - Oversee daily functionality on new account set up on B2C & B2B, trades placement on financial products, CDP position account linkage, account setup on new financial adviser company- Account maintenance on on-going KYC, update exercise, CKA & CAR declaration, online and mobile application access etc- Identify product gap and review, set up of financial products, which include but are not limited to Unit Trusts, ETFs and Stocks to meet the demand of the market within tight timeline- Oversee entire functionality of corporate action events for Unit Trusts, Bonds, ETFs and Stocks- Review and validate important information on fund notice and corporate action announcement before validate to internal and external stakeholders- Review and ensure assets and cash settlement position are being reconciled before execution on payment advice- Review and ensure the transfer of financial assets being process accurately and timely without discrepancies on reconciliation on financial products’ assets to avoid financial impact on corporate action events- Maintenance of accuracy data with Data Vendors and Fund Houses- Act as data analyst on financial products to cater and perform data mapping to internal application across backend and frontend processors- Lead and design integration processors including automation to enhance the functional system and stream down daily processors time without interruption- First lead and introduce image recognition technology in backend processors- Launch new enhancements on cost savings on daily processors- Stress taker and able to involve in high load and tight deadline of corporate action events and project enhancements- Establishing close relationships with Fund Houses and Custodians - Member of Business Continuity Planning & Safe Management Officer after Circuit Breaker period- An expert on handling incidence investigation on various products with different scenarios.