Thomas Cheng Email & Phone Number

Santa Monica, Ca, Us

Santa Monica, California, United States

Member of Data Governance and responsible for centralized best practices, data standards, and vendor management Collaborates with SMEs and external data providers to address client escalations on wide range of instruments such as structured products, Equity, Fixed Income, Derivatives, etc. Managed global Index Data Content team and Index Provider Changes teamExperienced with running end-to-end high profile initiatives with diverse group of theoritical and technical SMEsConduct analysis on complex investment mandates. Effectively translate business requirements into functional technical specifications and ensure they are complete, accurate, and actionable. Allocate resources, provide support, and coordinate with internal/external teams and vendors to identify solutions and ensure deadlines are met and clients’ expectations are fulfilled.

London, United Kingdom

Effectively translate business requirements into functional technical requirements and ensure they are complete, accurate, and actionable. Project Lead on the largest implementation initiative for the firm. The implementation project encompasses ~1300 portfolios and 310 Billion EUR asset under management (AUM). Familiar with index/benchmark data, investment products and index fund structures.Experience with data mapping, process modeling, and evaluating for best practices including, implementation and scalable processes. Proficient in Structured Query Language (SQL), relational database concepts (tables, indices, procedures, triggers, etc), Unix, and Python.Understand internal and external clients’ business objectives/strategies and what index data they use. Identify trends, evaluate impact analysis, issues and the challenges they have with index data whilst partnering with them on their future business direction and how it relates to index. When necessary, help the clients organize their index demand based on priorities and across regions.Collaborate and build strong working partnerships with internal/external parties, addresses clients demand with sense of urgency and manage expectations.Compile/enhance index business procedures and document process flow.

San Francisco Bay Area

Los Angeles, California, United States

• Manage international trade operations/settlements for various financial products (equities, bonds, FX, options, futures, etc.).• Research, communicate, and resolve trade discrepancies with custodians and brokers.• Execute and ensure the accuracy of Foreign Exchange with 3rd party vendors and prime brokers. • Processing and confirming all trades with counterparties on a daily basis, and ensuring timely amendments and settlements. • Processing option assignments and monthly expirations. • Oversee/responsible for new accounts opening, including but not limited to, working with legal counsels in registrations, proxies, and maintaining data accuracy for all developed and emerging markets. • Design and build an Excel and Access database to track all the registrations and proxies for all markets. The database is used by different departments including the senior managers, portfolio managers and trading. • Maintain data accuracy in the Alert system.• Knowledge of Swift Messaging, Alert, Global Oasys, Central Trade Manager, Charles River, SimCorp, Bloomberg, Alert and various apps.• Experience with Middle/Front Office operations.

Irvine, California, United States

• Manage trade operations for all Pacific Investment Management Company (PIMCO) European securities (FX, government/corporate bonds, futures, options, SWAPs, equities, REPOs, RRPs, collaterals, etc.), resolving front and middle office queries, confirming trades with brokers, assisting compliance and settlements. • Research and analyze discrepancies between PIMCO and the designated prime broker or custodian bank. Ensuring that discrepancies and communicated to designated contacts and adequately resolved. • Act as a liaison between the department and internal clients such as settlements, ops support, IT, audit, etc. • Query and reconcile trade tickets with accuracy in a high-volume environment. Set up, audit, manipulate and analyze data from holdings and securities databases to ensure compliance with the respective client's guidelines. • Perform testing - enhancement projects, to meet and evaluate the adequacy of the controls, regulatory requirements and intended design. • Familiar with various platforms including Bloomberg, Oasys, GTSS, as well as clearing institutions such as DTC, Euroclear, Domestic and FBE. • Provide trainings to the core and relevant teams, as well as, offshore employees.• Bloomberg Essentials Certification: Equity, Fixed Income, FX, and Commodity.

Louisville, Kentucky, United States

• Research current information on international countries, companies, distributors, trade issues, regulations, and procedures to fulfill research requests by international member firms. • Research and classify products and parts as required for the Harmonized Tariff Schedule codes to determine the appropriate classification used for calculation of duty rates and country of origin determination.

Taipei City, Taiwan

• Participate press conference, radio recording and trade exhibition. Manage and participate on multiple projects. • Collect and analyze regulatory, statistical and market information from various information sources such as government and industry officials, trade associations, official publications, trade directories, web sites and periodicals. Market of focus: tourism and gravel industry in Taiwan. • Provide translation to trade documents and during meetings.• Maintain and design ANTOR's Alaska website.

• Provide training advice and supervision regarding chemical equipments and operations.• Conduct surveys to determine needs in the event of an emergency.• Specialized in night ops: security, recon, site survey, and collecting/sampling chemical and biological agents.