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Experienced financial services professional with detailed understanding of wealth and asset management, industry-leading trends, technology and strategic planning. Hands-on expertise leading multi-million dollar initiatives from end to end.
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Program ManagerCapital GroupAnaheim, Ca, Us
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Program ManagerCapital Group Feb 2015 - PresentLos Angeles, California• Managed execution of large scale (+$5M) cross-functional projects from beginning to end including scoping, planning, requirements, design, testing, deliverables, budgeting, resourcing and cutover.• Lead direct collaboration with key business and technology teams including Front Office, Investment Services, Operations, Product Management and Data Analytics.• Defined strategic value and alignment with firm priorities, outline deliverables, project costs, variances, activities and associated timelines to ensure successful completion of 6 key company wide initiatives.• Managed and supported multiple team members to ensure adherence to process and procedures and to maximize effectiveness and efficiency. This resulted in 95% of projects being complete ahead of schedule and 5% on. -
Senior Project ManagerUnitedhealth Group May 2012 - Feb 2015Orange County, California Area• Lead the end-to-end planning and management of mid-large projects ($2- $5M+), and activities.• Ensured communication across program and global support teams to ensure work progressed in a consistent and timely fashion.• Created and over saw the project schedule,resources,budget and risks to ensure targets,budget and milestone are met. As a result, 98% of projects came under budget and 2% within.• Worked closely with all stakeholders across the projects -
Project ManagerBrooks Macdonald Mar 2011 - Apr 2012London, United Kingdom• Developed full scale project plans, tasks, resource requirements and progress tracking.• Managed and controlled project scope, tracking, staffing, and budget. This ensured the portfolio construction project was rolled out ahead of scheduled and saved the company over $250k+ a year on labor.• Provided direction and support in developing approaches/plans, executing assignments,resolving critical issues and resource contentions, and prioritizing efforts. -
Sr. Senior Reporting / Business AnalystPartnership Aug 2006 - Mar 2011London, United Kingdom• Collaborated in a consultative fashion with business partners to understand needs and requirements for production reporting and analytics aligned to strategic objectives and initiatives. The insights these reports provided contributed to the company exceeding their sales target by 10% in back-to-back years.• Guided and actively participated in development life cycle of new and enhanced production reporting and analytics.• Forecasted and managed workload utilizing BI’s demand management tool by recording estimatedand actual effort time and maintaining status on requests/projects.• Worked closely with stakeholders, including executive/senior leadership, to develop reporting leveraged for strategic business decisions.
Marcus Chu Skills
Marcus Chu Education Details
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Coulsdon College -
Woodcote High School
Frequently Asked Questions about Marcus Chu
What company does Marcus Chu work for?
Marcus Chu works for Capital Group
What is Marcus Chu's role at the current company?
Marcus Chu's current role is Program Manager.
What is Marcus Chu's email address?
Marcus Chu's email address is ma****@****oup.com
What is Marcus Chu's direct phone number?
Marcus Chu's direct phone number is +194997*****
What schools did Marcus Chu attend?
Marcus Chu attended Coulsdon College, Woodcote High School.
What skills is Marcus Chu known for?
Marcus Chu has skills like Financial Services, Data Analysis, Requirements Gathering, Project Management, Risk Management, Asset Management, Sql, Project Delivery, Testing, Wealth Management, Prince2, Reporting And Analysis.
Who are Marcus Chu's colleagues?
Marcus Chu's colleagues are Zaab Sethna, R. Michael Clurman, Jr., Carmen Andrin, Dimitry Drovniachine, Alexa Kim, Rory Searing, Gaurang V..
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