Vicky Jiang Email & Phone Number

Greater Seattle Area

• Work with client team from the Asian Pacific region to review, update and manage critical internal legal documentation/contracts in a fast paced environment.• Work with insurance, amendments, proposals & RFP requests, assignment and assumption agreements while providing training and attending monthly ROB meetings among other responsibilities• Insure profitability and exceptional customer experience through a world class contracting customer experience, end-to-end services quality and world-class risk management

• Reconciling client portfolios against custody statements/downloads using Advent software• Assisting in the automation of the reconciliation process• Trade Posting/Settlement

Greater Seattle Area

• Provide excellent customer service by taking orders and resolving customer concerns• Brew coffee and prepare beverages with care under heavy time pressure• Handle cash and credit card with high efficiency

• Worked cross-functionally with equity capital market division on several projects, including but not limited to refinancing, A/H IPO, M&A area and collaborated with clients onsite to assist with specific needs• Supported associates by researching financial/stock data using Bloomberg, Wind and other programs• Utilized analytic skills to construct and value companies’ financial models, drafting prospectuses, pitch books and proposals for companies in metal & mining, consumer & retail, healthcare, building & construction sectors