Sam Sin Email & Phone Number

Canada

Toronto, Ontario, Canada

Client Projects: Top-tier Canadian bank — Project Control Officer/ Business Analyst• Created an operating dashboard that monitors essential systems and defines the appropriate KPI by conducting multiple interviews with SMEs, allowing the team to quickly assess the overall system health during go-live and post-migration period. Developed an instructional guideline for on-going monitoring.• Prepared a comprehensive playbook for the migration plan, ensuring that management and various workstreams were aligned and following the same guidelines for successful data migration.• Collaborated closely with business and development teams in crafting detailed user stories, and establishing clear acceptance criteria. Ensured a shared understanding of project deliverables, facilitating smooth development processes.• Managed the internal RAID (Risks, Assumptions, Issues, Dependencies) log, actively recording and monitoring risks. Hosted regular meetings to review and develop mitigation plans.Client Projects: Prominent pension fund manager — Business Analyst• Performed effort estimation for estimating vendor costs using a questionnaire, collaborating with the team to define FTE and blended rates for high-level cost estimates.• Contributed to creating a scoring template, projecting, and comparing vendor scores. These insights guided the team in making the final vendor recommendation and driving strategic decision-making..Client Projects: Global Tier 1 Bank, Hong Kong — Business Analyst• Built the entire toolkit defining market capabilities, product offerings insights, and overall architecture flows for the customer.• Conducted multiple workshop sessions with Subject Matter Experts (SMEs), fostering collaborative environments to understand intricate business requirements.• Planned and managed the project using Agile methodology, and delivered the finalized end-product in 3 sprints.

Hong Kong

• Contributed to creating and implementing a new ETF system, automating 30-40% of the original process.• Assisted in transitioning ETF services and onboarding new ETF funds for corporate clients in the APAC region.• Led the evaluation of operational workflows, recommending and implementing technological enhancements, contributing to a notable increase in the efficiency of day-to-day operations. • Developed strong relationships with mutual funds' master agents, institutional clients, and counterparties as fund administrator. Monitored process health and KPIs for client satisfaction.• Facilitated extensive meetings with the business team to thoroughly comprehend intricate business requirements for a new ETF trade order placing system.

Hong Kong

• Research and develop projects according to the latest property market trend• Provide training to the sales team, to ensure the team acquire sufficient knowledge of the company’s most updated scheme• Work alongside the USA service providers in developing project proposal that complies with the law and assists the client to expand their market to China• Continuously networking and building a broader client base by organizing fairs and approaching potential business partners in different countries

Shanghai City, China

● Works in the marketing team and observe their job nature on daily basis● Supports the team on organizing events, e.g. press release, script translation, venue rental etc.● Meeting specialist from different industries and several discussion sections

Hong Kong

● Assists senior accounting personnel in bookkeeping and cheque payment● Reviews and maintains clients’ accounting records