Will Chow Email & Phone Number

Stockholm, Sweden

• Analyze customer's business, compliance (e.g. MiFID II), and technical requirements around the globe (US, Europe, Middle-East, Asia and Africa). Clients include banks as well as asset management firms in Europe and in the Middle-East• Provide solutions, estimates and manage implementation projects of the custom solutions• Advise on workflow improvement • Provide demos of corporate custom solutions for clients and prospects• Create specifications, as well as installation documents and relevant documentations for custom engineering solutions• Manage and utilize outsourcing resources• Provide internal and external training on new products related to custom engineering solutions• Mentor new hires• Develop custom solutions such as interfaces for data provider (C#), clients’ reports (SSRS/SQL) and other custom items that complement various corporate products with the global custom engineering team• Assist corporate services organization with knowledge of software development and consultancyBusiness related knowledge• Equity, fixed income trading• Front office and back office workflow• Asset management and fund accountingFinancial and CRM Product knowledge• Advent Portfolio Exchange (APX) - An integrated portfolio and client management (CRM) solution• Moxy - A trade order management solution• Geneva - A portfolio management solution for the alternative world – from hedge funds, administrators and prime brokers to global asset managers, private equity and funds of fundsOther knowledge, strengths and experiences• Experience with Jira, Confluence, Salesforce and enterprise software• Experience in working with clients around the globe (US, Europe, Middle-east and Asia)• Ability to create detailed specification or product related documents that cater to different audiences (including clients and employees across departments)• Strong communication skills (English)• EU citizen (Swedish)• Multi-cultural and well-traveled (visited over 35 countries)

Stockholm, Sweden

• Assess requirements for various custom engineering projects for US, European and Middle-eastern clients.• Provide estimates on various custom engineering projects.• Translate business requirements into functional specifications.• Create specification and documentation for various custom engineering items.• Manage projects with third-party outsourced partners.

San Francisco, Usa

• Managed cases escalation from Tier 1 support reps• Closely work with the US support team on cases escalation and product issues • Conducted new hire training for EMEA• Conducted internal training and Webinar for EMEA• Managed EMEA Learning Management System (an Advent internal training system)• Provided on-site client visit and support• Mentored Tier 1 reps and new hires, which include coaching on their internal certifications• Provided direct support to implementation projects consultants and project managers.• Worked closely with custom engineering team and clients issue resolution• Worked closely with third-party partners on support issues

San Francisco Bay Area

• Provided superior technical and analytical support on Advent portfolio management applications (Axys, Advent Portfolio Exchange), Advent trade order management application (Moxy) and Advent CRM application (Qube and Packager).• Identified and resolved complex technical and workflow issues in time sensitive environments while successfully setting and managing client expectations.• Provided services in automating processes and reporting customization through scripting, report programming and the use of report macros.• Implemented Advent Corporation Action (ACA) automation for clients and provided support on all corporate reorganizations. • Worked closely with STP (straight-through processing) department on resolving interfaces, custodian and reconciliation issues.• Provided training and support to both front and back office personnel on financial instrument set up within Advent products.• Provided training to new hires on Advent products (e.g. Axys, ACA)• Mediated and maintained successful relationships between clients, Advent internal departments, Advent Alliance Partners, as well as Advent interfaces.• Worked closely with development, consulting, relationship/account management, Tier 3 analysts as well as client support and clients on varying issues ranging from everyday workflow to complex programming.• Created and maintained multiple knowledge base documents ranging from simple issues to complex SQL server and application installation issues. • Completed Advent internal certifications for AIMR Compliant Performance, Basic and Advanced Networking, Basic and Advanced Fixed Income, MS SQL, Advent portfolio Exchange (APX), Axys, Moxy and Qube. • Supported workflows involving multiple Advent products, including, but not limited to, Advent Portfolio Exchange (APX), Axys, Moxy, Dataport, Qube.