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Simon Chu is listed as Analyst | Investing | Social Impact | ESG | I help distill complex information into presentable material everyone can understand at BHI, a with 199 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Simon Chu.
Simon Chu previously worked as Client Service Associate at Bhi and Wealth Associate at Leo Wealth. Simon Chu holds Bachelor’S Degree, Mathematics from Baruch College, City University Of New York (Cuny).
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Simon Chu is a Analyst | Investing | Social Impact | ESG | I help distill complex information into presentable material everyone can understand at BHI.
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New York, New York, United States
• Validated paperwork and completed data entry into CRM software to open accounts for the bank• Screened clients with OFAC and Negative News searches for BSA/AML compliance purposes• Adjusted client account limits and summarized the updates into reports for management• Conducted periodic account reviews to ensure the bank adheres to compliance guidelines•Educated clients on account services and products
New York, New York, United States
• Supported advisors with the development and maintenance of client relationships• Created pivot tables and charts summarizing investment information and potential allocation changes• Led a project to reconcile data with custodians and the firm's databases• Produced performance reports on client portfolios using Black Diamond and eMoney• Tracked performance on alternative investment assets using Black Diamond
New York City Metropolitan Area
• Compiled and explained losses from monthly fraud reports to management• Maintained CRM database and files so they would be accurate and up to date • Processed requests such as card orders and account migrations• Quality-checked activities such as trades, wires, and account openings
• Resolved disputes from healthcare providers in a timely manner • Notified management of trends and identified common root problems found on Jira• Provided feedback to management and operations team for process improvement
Other employees you can reach at bhiusa.com. View company contacts for 199 employees →
Krystyna Reyes-Guerra
Colleague at BhiNewark, Delaware, United States
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Priyanka C.
Colleague at BhiUnited States
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Jayram Kharat
Colleague at BhiThane, Maharashtra, India
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Ilana Druyan
Colleague at BhiNew York, United States
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Tami Antebi
Colleague at BhiNew York City Metropolitan Area, United States
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Alexx Sahu
Colleague at BhiChandigarh, India
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Cheng Du
Colleague at BhiNew York, United States
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Trey Dobey
Colleague at BhiSalem, South Carolina, United States
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Hamed Davoodi
Colleague at BhiIran, Islamic Republic Of
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Nepal Singh Jhala Nepal Singh Jhala
Colleague at BhiUdaipur, Rajasthan, India
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Quick answers generated from the profile data available on this page.
Simon Chu works for BHI.
Simon Chu is listed as Analyst | Investing | Social Impact | ESG | I help distill complex information into presentable material everyone can understand at BHI.
Simon Chu is based in New York, United States while working with BHI.
Simon Chu has worked for Bhi, Leo Wealth, Reich And Tang, and Oscar Insurance.
Simon Chu's colleagues at BHI include Krystyna Reyes-Guerra, Priyanka C., Jayram Kharat, Ilana Druyan, and Tami Antebi.
You can use AeroLeads to view verified contact signals for Simon Chu at BHI, including work email, phone, and LinkedIn data when available.
Simon Chu holds Bachelor’S Degree, Mathematics from Baruch College, City University Of New York (Cuny).
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