RECRUITER SUMMARY

Name: 

Hot HK_IT Operations Manager

Age:

40’s

Nationality

Hong Kong

Residence

Hong Kong

Experience

Over 20 years working experience in the IT industry.

Currently working in XXX as FO/MO Application Development Manager from 2015-present.

Education

Degree: MBA

XXX University

Professional Certificate in Treasury Market Management (Module 2)

                     2014 – Present

XXX University

Master in Business Administration (MBA)

                1999 - 2000

                 XXX School

Motives & Seeking

He is looking for other opportunities and wants to work in a fintech industry and PM role.

Languages

English

Cantonese

Mandarin-native

Current Salary

$ 800k HKD Per Year

+  Bonus

+ Medical

Expected Salary

Negotiable

Notice Period

1 Month

Interview Availability

1 Week

Key Criteria Notes

1. His strongest technical skill is Project management because he has been doing lots of project for quite some time in different industries.
2. Has 5 years working experience in Agile. He used it for system enhancement, to adopt a quick development. Also, for additional enhancement for the system. He rates himself 3.5
3. Has no experience on Jira. He used his own Microsoft sheet to track the project’s progress.
4. Currently, he is responsible on system enhancement for the back-office system. Oversee the whole development both internal and external.
5. Has 15 years Project management experience on software development.

Recruiter

Victor Chen

Contact

+852 6700 6472

Victor.chen@svarecruitment.com

Any questions regarding this CV or the inviting the candidate for interview, please contact the Recruiter. Terms and conditions apply to all requests, offers and agreements regarding the provision of services, and available upon request.

2015 – Now

XXX - FO/MO Applications Development Manager (FICC)

Provide project management, provide operation and engineering advice, liaise internal stakeholders’ requirement with external vendor.

Notable projects:

●        Bond Connect

○        Planning and manage the implementation within an extremely tight market deadline.  Successfully bring the project to finishing line and the firm become the Bond Connect participate in the first launch.

○        Design internal process, include pricing feed, trade processing, trade and positional reconciliation, generation of risk monitoring and pnl reporting. 

○        Responsible for external system connectivity with Exchange/ Clearing House (Test?), coordinate UAT with various internal stakeholders

○        Document the new process and provide training [?]

●        Implementation of the firm’s location strategy - Singapore, Vietnam and US

○        Closely working with regional team to ensure infrastructure is setup appropriately

○        Give onsite support and expertise advice to regional team

●        Workflow re-engineering related initiatives - Automated Bond trade bond Bloomberg (TOMS) to FrontArena:

○        Identify workflow / areas with efficiency uplift opportunity

○        Driving/ facilitate discussion with Business and support functions leading to finalize of the project’s business requirements

○        As liaison between different internal departments and external vendor

○        Coordinate and participate UAT testing

○        Responsible for go-live check out to ensure smooth roll-out

○        Keep the senior business & operation management/ stakeholder being posted of the project status throughout the project life cycle.

Oversight BAU support to FICC business

●        Participate in product structuring discussion and provide operational/ engineering advice on F2B trade processing flow and design the needed internal reports.

●        Perform funding projection, coordinate fund movement with Treasury to meet BAU liquidity needs.

●        Perform collateral/ margin management, based on upcoming settlement needs and liaise collateral/ margin recall/ pledge.

●        F2B position reconciliation, investigate and resolve breaks/ discrepancies.

●        Assisting business to perform AML routine check and review

●        Prepare business management reporting, such as periodic sales performance reports

Product coverage

Bond, Repo, CB, Futures, Options, FX, Equity On swap, Structured Note

XXX                                                                                                                                                                      2011 –2015

Assistant Vice President (Treasury Finance and Products Settlement)

To manage Treasury operational projects relating to new business initiatives and financial regulatory requirements

Project management

• Define project scopes by assessing business requirements with SMEs from Operations, Accounting, Market risk and ITD
• Budget the project cost and resources requirement of both Business and Technology departments
• Responsible for planning & implementation of UAT, conversion and system roll-out across Hong Kong and Singapore
• Drive user meeting and obtain senior management sign off at each of the project milestone and go-live
• Post-implementation support after system go-live including incident log management, patch release
• Notable projects: Over-the-counter Derivatives Trade Repository (HKTR) and Central Clearing (CCP) implementation

Workflow re-engineering related initiatives - revamping the back-office system

• Drive the entire back-office system replacement project (from Opics into Calypso)
• Successful implementation of new system for vanilla fixed income products (FX, MM, Fixed Income, Options, OTC Derivatives)
• Evaluate solution and conduct system assessment session across business units

Notable initiatives :

●        Treasury Middle Office function setup

●        FX Margin trading system replacement

●        FinNet replacement project
 

New product launch -

§  Execute the project leading to go live of new structure products (Ratio Par Forward, Exotic Options) in Jun 2014

§  Support the rollout both vanilla and structured products roll-out
 

Other roles in bank

• Social and Benefit Recreation Committee senior convener (Sport) organizing Hongkong-China branches recreational activities
• Captain of Dragon Boat team

XXX

2008 –2011

Operational Development Manager (Change Management)

To manage the IT resources for support to the Treasury and Capital Markets under Corporate, Investment Banking and Markets. This involves Project Management / System Enhancement together with reviewing existing operational workflow across Treasury Services functions and products.

Key Contributions

TREATS in Asia (TiA)

§   Project management Satellite Site Strategy implementation on process centralization, multiple-countries support and data-sharing synergy

§   Working with Fix Income and Equity Securities domain experts, successful rolled out projects across Asia Pacific regions (Thailand, Japan, Macau and Brunei)

Business

§   Facilitate and drive change management process throughout PDLC

§   Conduct requirements study across sites focusing in Back Office operation workflow analysis, with consideration of local compliance and regulatory requirements.

§   Conduct business processes/requirements analysis especially on centralization and multi-countries requirements to align with global operation model.

§   Enhanced straight through rate to reduce operational loss. Ensure proper implementation segregation of duty of new processing flow and process compliance to FIM.

§   Liaise and negotiate with local counterparts to agree on resource saving by either process refinement or system enhancement mean

Technical

§   Coordinate with IT to agree on functional specifications, project schedule and testing scope.

§   Make sure core system (TREATS) can fulfill both centralization and local requirements. And coordinate with interface systems (e.g. payment system GMG and faxing system LANEFAX) to ensure the completeness and correctness of all upstream and downstream data flow

Project management

§   Closely monitored project progress to ensure project is managed within budget

§   Line up all resources to conduct UAT for the preparation of system go live. Perform system conversion (data/system conversion) to ensure smooth business transformation

§   Provided professional project consultancy services and add-value to all projects to support the business

§   Prepare TOR (Terms of reference) and circulate for line managers sing off before launch of projects

Risk Control

§   Take part in Business Information Risk Operation committee to implement risk control measures (e.g. Information classification, Document management, Clear desk policy, etc)

§   Successfully implemented email encryption measure (SSL) to protect customer information. And ensure high security level in email exchange with external parties

XXX

2007 –2008

Business Analyst/Associate

Working on renovation projects with business units, to define user needs and creating business functional requirements. Co-ordinate delivery of specific tasks/ activities of a renovation project, produce and execute test plans of renovation projects. Develop training packs and business procedures to support roll-out of renovated systems to user groups

Key Contributions

XXX project (Asia Pacific)

§   Conducted Transactional reporting compliance to European regulatory requirements analysis (XXX)

§   Worked with PMO based in London for global applications compliance tool development (e.g. Manual Entry Tool, BN500)

§   Extracted and analyze legacy system data bookings (Pakistan, ADR/GDR)

§   Traced legacy booking flow and derive booking models across legacy platform with business units including sales/trading desk/TSG/CSG

§   Designed and developed business specification requirements documents including current and future states analysis with functional specifications

§   Drive development plan with IT (sales & trading side) arm

Programs trading renovation project (Asia Pacific – Core markets/Broker markets)

§   Developed test plans base on requirement specifications

§   Produced user manual for Account setup, Booking processes, and Confirmation rules setup

§   Simulated in QA environment front to back trade booking activities (sales order booking à trades executions à client side bookings à trades enrichment à trades confirmations)

§   Executed test plans and collect test evidences

§   Fine tuned trade enrichment rules for data quality assurance in all booking sessions

§   Conducted UAT (with Seoul operation team) to resolve issues with IT and refine business requirements

§   Migrated rules and client accounts into production environment

§   Monitor production trades for breaks

Syndicates renovation project (Asia Pacific)

§   Collected test evidences for AP syndicate projects base on business specifications

§   Collaborated with IT on issues resolutions

§   Developed SOX documents for quality assurance compliance

XXX

2002 – 2007

Senior Solution Consultant

Recruited to provide professional consultancy services to corporate with different business natures including trading, manufacturing and marketing (company names can be provided upon request). Oversee HK and China project teams throughout project life cycle. Conduct business requirements analysis and communicate users’ requirements with development team. Oversee pre-sales and post-sales cycle.

XXX

2000 –2001

eBusiness Project Manager

Act as technology consultant and process reengineering enabler. Lead project teams comprised of user teams (senior management, operation units) and technology teams (system analysts, analyst programmers, network engineers). Assist in system upgrade and server installation for regional development. Assist in ERP implementation. Oversee entire project life cycle from request for proposal, system requirement analysis, project scooping and scheduling, monitor project progress, systems implementation, UAT and feedback control

Key contributions

OLAP E-Report

§   Completed reporting system design BRIO on hybrid database architecture (MS-SQLServer, Oracle 8i)

§   In charge of implementation of BRIO clients to internal and external users (e.g. Pepsi, Nike, Kelloggs)

§   Successfully Integrating reports with ERP system

§   Control ETL process data migration from AIX to NT/Unix platform

§   Reporting portal administration using ASP on Oracle 2000

Logistics KPI applications

§   Cost benefit analysis on BI tools evaluation

§   Prototype development using MS-Access and BRIO

B2B Pilot case study

§   Lead internal team to conduct industry standardization process of XML gateway setup and format

§   Liaison with reputable organization HK Article Numbering Association, A.S.Watson, Bigboxx for data exchange procedures

Sales Force Automation

§   Participate in chain store Handheld OS (Palm / CE) applications evaluation

§   Participate in sales processes reengineering in Philippines

§   POS data analysis with Wellcome Supermarket

Internet and Intranet

§   Oracle portal administration

§   Participate in Intranet development using eGrail (on Linux and Tomcat)

Strategic planning session

XXX

1999 – 2000

Assistant Project Manager

Promoted to assistant manager to lead project team to conduct requirements analysis, project initiation, supervision, product quality promising and products presentation. Communication with business units to coordinate IT projects. Provide post-sales support for external IT projects. Department budgeting

Key contributions

XXX

§   Achieved the development of e-commerce sites XXX and XXX with SSL security on MS-Site Server

§   Maintained and developed internal projects (1)www.cmconcept.com -- corporate website for subsidiary retail shop CMConcept (2)cmbid.chinamotion.com.hk – auction website

§   Achieved development outsource project HKFN.com – Stock information website

§   Representing China Motion as guest speaker in HKIIEXPO 2000 – The Hope and Hype of e-Commerce

§   Aligned with XXX to develop ISP business plans

XXX

§  Achieved project for Fortune Realty Ltd website with basic Content Management features

§  Partnered with IBM to achieve project for Shanghai Commercial Bank online bank www.shacombank.com

§  Achieved development and enhancement of corporate websites – XXX

§  Achieved e-commence site XXX, which offered online transaction capability

Internet Applications Specialist / System Analyst

1996 – 1999

Participate in system and internet applications development and internal business applications implementation. Internal desktop support.

Key contributions

§  Achieved AESOP development – an online replenishment system

§  Assist in an Intranet project

§  Assist in upgrade of legacy system to new Platinum financial system

§  Maintain corporate network system on Novell 4.11

§  Setup of MAC and PC hybrid LAN with 11 user-base serving file and print server

§  Achieved the development for TDC on TDCLink,  TDC-SOE(Stated-Owned Enterprise) System

§  Achieved the development MIDLAND Homepage, RHTK, DuPont Non-woven, Asia Satellite, HITEC, CETV, SBSSI homepage