Tan Wai Kit Email & Phone Number

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

• Improved and streamlined the onboarding process with the use of checklists and automated templates• Review of funds offering documentation and legal agreements to understand the fund structure and operation of the fund.• Gather migration requirements, collect, analyse, convert, map and load data in the system. • Work closely with both internal and external teams to understand clients’ requirements and resolve any issues arising from the migration. • Prepare and automate templates of client reports and other management reports as required. • Training up internal teams before hand-over of new clients or entities. • Assist in preparation of documentation on operating procedures and project planning. • Assist on ad hoc projects as required.

Federal Territory Of Kuala Lumpur, Malaysia

• Client facing role managing queries, new implementation and ensuring NAV delivery by hub is delivered in a timely manner.• Assist with new client acquisition by providing relevant data/demo.• Manage in-country activities migration to hub.• Present Fund Services Key Performance Indicators (KPI) during monthly/annual service reviews.• Improve in-country processes namely: o KPI population across all clients. o Cutting more than half the time and reduced data extraction needed to perform client’s reporting requirements.

Technology Park Malaysia

• System Owner for Xceptor Data Hub, a transformation tool rolled out to automate transaction processing activities.• Standardizing capacity model across Fund Services footprints.• Assisted in new client onboarding for strategic client (GBS Malaysia) and remediation exercise for South Africa (GBS India).• Leading a squad of 5 members from various departments to accelerate the release of capacity.

Technology Park Malaysia

Responsible for driving the continuous improvement initiatives/projects and formulate and implement strategies which would help Fund Services Operations to achieve short & long term goals.• Creating a continuous improvement culture across the global hub• Reporting monthly Delivery Excellence progress against targets to the Engagement Stakeholders through Balance Scorecard• Develop benefit measurement matrix, scorecard management, integrating vision and strategy, to deliver improving and predictable business results.• Fosters the global sharing of innovation, new methodologies, and best practices• Support the transformation of Fund Services Operations aligned to the Target Operating Model and ensure key initiatives are tracked and implemented as per schedule. • Identify potential risk associated with the functions and mitigate the risk by coming up with new ideas• Perform detailed RCA for internal and external errors and propose solutions to reduce the errors.

Cyberjaya

• Production of daily, weekly, and monthly Net Asset Values (NAV).• Usage of Multifonds, Bloomberg, IDC and also Telekurs for NAV calculations.• Oversight functions for NAV exception controls.• Pioneer in establishing hub operational capabilities for both Singapore (2011) and Switzerland (2015).

University Of London, Economics And Finance

University Of London, Economics And Finance