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.
• 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

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

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.
• 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.