Robin Chan Email & Phone Number

- As the lead Business Analyst, contribute to BMO Trading Products’ compliance to the Volcker regulation by liaising with the business and technology to define and build the quantitative measures and recordkeeping requirements for the July 2015 Enhanced Compliance Program - Led the MarkitWire/Calypso trade reconciliation project for Interest Rate derivatives as Project Manager and Business Analyst. The role entails leading weekly status meetings with business and technology stakeholders, project planning and scheduling, detailed data mappings and feed requirements, and test planning and execution - As Project Manager and Business Analyst, continued to manage initiatives and projects for the Treasury Asia desk to enhance the user experience and broaden the product offering on the Calypso platform - As Business Analyst, continued to support BMO’s full compliance of the Dodd-Frank Act (DFA) and European Market Infrastructure Regulation (EMIR) by liaising with the business and technology to ensure DFA and EMIR rules are translated correctly into technology solutions

- Led the successful implementation of Project East as Project Manager and Business Analyst where a new user group, Treasury Asia, was integrated onto the Calypso platform. Project included: static data and trade workflow set-up, user reports, and downstream feeds. Since the initial implementation in January 2013, manage subsequent initiatives to enhance the user experience and broaden the product offering - As Business Analyst, contributed to BMO’s full compliance of the Dodd-Frank Act (DFA) and European Market Infrastructure Regulation (EMIR) by liaising with the business and technology to ensure DFA and EMIR rules are translated correctly into technology solutions

- Supported the Internal Model Methods (IMM) project for Basel 3 as the IT Project Manager

- As a Business Analyst, contributed to projects supporting derivative trading by collaborating with various business and technology partners to ensure successful implementation of technology projects- Projects included various asset classes such as: interest rates, foreign exchange, commodities, equities, and credit

- Contributed to an application migration project for credit derivatives in business analysis and quality assurance roles

- Contributed to key corporate objective of implementing a new portfolio management and accounting application- Managed daily, month-end, and gap testing of the Private Capital, Alternative Investments, and Infrastructure & Timber groups- Collaborated with Subject Matter Experts to identify product scope for regression testing of subsequent patches and releases - Started development of formalized incident management process to support application users

- Contributed to group's achievements as Project Manager, Business Analyst, and Test Manager roles. This included: project scheduling, status reporting, stakeholder engagement, project documentation, process flow diagrams, test planning and execution, issue management, and deployment - Managed Summer Intern and Contractors

- Assisted senior project personnel in Business Analyst and Project Coordinator roles. This included: project documentation, process flow diagrams, test planning and execution, deployment, and user communication- Managed two Summer Interns

- Participated in the Global Operations Leadership Development (GOLD) program- Completed six month rotations in the following business areas: Middle Office Projects, Commodity Derivatives Middle Office, and Information Fulfillment (Retail Operations)

- Settled trades on CDS system on behalf of Harris Bank- Managed cash flows into and out of safekeeping accounts- Executed LVTS transactions - Assisted traders and sales staff with transactional information- Provided customer service to clients

- Settled trades on CDS system on behalf of Harris Bank- Managed cash flows into and out of safekeeping accounts- Executed LVTS transactions - Assisted traders and sales staff with transactional information- Provided customer service to clients

- Managed accounting of transactions and changes in interest rates and pricings of fixed income securities in accounting system- Prepared cash flow movement reports based on trade tickets

Master Of Business Administration (Mba)

Strategic Management & Organizational Behaviour concentrations

Bachelor Of Business Administration (Bba)

Accounting & Finance concentrations Study abroad term at the University of Hong Kong