Tian Yi Chen Email & Phone Number

Sydney, New South Wales, Australia

To improve data processing efficiency within the team, I played a key role in supporting Asset Management business units achieve their objectives. This included managing the onboarding of investment managers for custodial accounts, ensuring efficient and compliant account opening in foreign markets* Improved process efficiency and accuracy by developing and implementing macro-enabled Excel tools for data management and analysis. This automation initiative streamlined tasks, minimized errors, and facilitated a more efficient onboarding process.* Manage the onboarding process for investment managers on custodial accounts, ensuring efficient and compliant account opening in foreign markets.* Responsibility for monitoring adherence to investment mandates and compliance guidelines, ensuring all custodial accounts operate within established parameters.* Liaise with legal team on matters regarding foreign market account opening.* Monitor foreign market compliance.* Continuously identify and implement areas for process improvement within the onboarding and account management functions.

Shanghai, China

Assuming a pivotal position post the establishment of the Russell Shanghai office's investment process, I actively contributed to leveraging Russell's extensive global portfolio management and manager research capabilities in China. My responsibilities encompassed investment, manager research and capital market activities within the Greater China area.* Instrumental in setting up Russell Investment's office and fund operations in Shanghai post-JV, demonstrating a sustained commitment to the success of the UCITS Russell China Equity Fund. The fund has consistently outperformed its benchmark, delivering an annualised return of 3.5% over its 11-year history.* Played a crucial role in the launch of Russell's China local product—a multi-asset PFM FOF tailored for China's domestic clients. Successfully executed within a twelve-month timeframe following the acquisition of the PFM license.* Conducted comprehensive money manager research, coordinating over 500 meetings with both current and prospective money managers across asset classes, including equity, fixed income, and alternative investments. Systematically ranked money managers based on our research findings, utilising the outcomes for internal decision-making and external client offerings.* Led Russell's China-centric capital market research, driving the development of the Russell Factor Portfolio, incorporating key factors such as value, growth, and momentum. This portfolio serves both internal investments/research and external client needs.* Played a pivotal role in the ESG project, applying Russell's global ESG initiative to the Chinese market. Successfully navigated challenges specific to China, including data limitations, and strategically addressed the nuanced weighting of different aspects of ESG, ensuring effective integration into the regional market.* Revised and implemented Russell's global fund operation process specifically tailored for the China market

Shanghai, China

PingAn Insurance, the largest insurance company in China, partnered with Russell Investments in a JV with the goal of integrating Russell's global expertise into the Chinese market. As a key member of the five-person team selected by Russell, I played a pivotal role in bringing our leading fund management and money manager research proficiency to contribute to the success of this strategic collaboration. * Managed a four-person team entrusted with overseeing the day-to-day operations of funds, including security trading, risk control, and fund accounting functions.* Designed and implemented front, middle, and back-office processes for the fund, customising Russell's global fund operation to align seamlessly with the dynamics of the Chinese market.* Developed an order management system that establishes connectivity between underlying managers and third parties, empowering us with the capability to conduct rigorous compliance checks, ensuring adherence to regulatory requirements and internal policies.

Sydney, New South Wales, Australia

I began my full-time position at Russell Investments' Investment Management and Research division as a Technical Analyst. In this role, I lead the support for analytical and data-related tasks for the office. This involves designing and creating databases to manage manager holdings and returns. Additionally, I take the initiative to develop new tools and leverage existing third-party solutions to generate analytical results. * Conducted portfolio analysis utilising third-party tools such as Factset, Barra, Bloomberg, ensuring a comprehensive understanding of investment portfolios.* Developed and applied proprietary in-house tools and applications to augment the investment process, fostering efficiency and precision in analytical procedures.* Actively participated in the manager research process, offering valuable insights and analysis to inform strategic decision-making within the team.* Provided leadership in managing interns, overseeing and guiding their efforts in producing essential reports crucial to the investment and research functions.

Sydney, New South Wales, Australia

I worked full-time at CVT Pty Ltd, a software company specialising in providing maintenance and monitoring software for PBX and extensions, for nearly two years. In this capacity, my primary responsibilities included developing new software solutions and offering support for existing software products.* Microsoft .Net framework, C#, ASP .net* MS SQL database.

Master Of Commerce, Finance, Credit

Bachelor Of Computer Science, Computer Science, Distinction，Honor Student