Lucia Cheng Email & Phone Number

New York, Ny, Us

New York, Ny, Us

West Chester, Pa, Us

-Communicate with subject matter experts, stakeholders and external vendors to prepare business requirement documents for automating and improving operational processes-Coordinate timely delivery of financial regulatory requirements through software implementation and enhancements for a large global bank across different asset classes and international jurisdictions -Evaluate and recommend technologies in a private wealth management start-up company for process improvements and scalability whose firm’s assets under management had tripled since onboarding-Cross functional collaboration of systems testing in all phases of project life cycle, including regression testing to identify new software bugs after enhancements or patches have been made-Develop and maintain training material used by current and new users

New York, Ny, Us

-Monitored all transactions within Exchange Traded Funds such as trade settlements, cash movements, corporate action adjustments and counterparty interactions for domestic and international equity funds-Conducted user acceptance testing for automating manual day to day operations and provided productive feedback for subsequent product features -Uncovered and rectified client portfolio management error which resulted in the implementation of a department wide procedure-Established client relationships with new ETF Sponsors, portfolio managers and authorized participants, leading to additional ETF Fund launches and revenue stream for the company