Kelvin CHOU
Summary
Driven IT Project Manager/ Business Analyst spearheading HKD 65M+ treasury system transformations for global banks. Expert in Calypso/Murex implementations and Bloomberg/LSEG trade platforms integration. Proven in E2E project lifecycle from complex requirement translation to UAT leadership.
Overview
6
6
years of professional experience
Work History
Manager (Information Technology - Requirement Management)
NANYANG COMMERCIAL BANK
06.2022 - Current
- PM of Treasury system reform project (Kondor+ to Calypso)(project scale: HKD$ 25mil) (period: Jun/2022-Sep/2024).
- PM of market data replacement project (Bloomberg and LSEG)(project scale: HKD$ 12mil) (period: Jun/2022-Sep/2024).
- Manage third parties trade platforms intergrade with Calypso (Including Bloomberg VCON/FXGO ; LSEG ET/ RTN /RTA).
- Manage third-party vendor (Adenza/ Kmerit/ Bloomberg/LSEG/ ICE/ EMMI).
- Agreement and contract review and procurement.
- Conduct business analysis, requirements planning and budgeting, formulate user test plans and lead in User Acceptance test (UAT).
- Prepare requirement spec and documentation for SDLC.
- Core system admin (Bloomberg: Bpipe/ DL/VCON/FXGO ; LSEG: RTMDS/ ET/ RTN /RTA).
- Permanent
Business Analyst/ PM (Financial Accounting - Project team)
CMB WING LUNG BANK
08.2021 - 06.2022
- Leading department's project team to deal with treasury system analysis (Murex) (project scale: HKD$ 35mil).
- Conduct business analysis, requirements planning, formulate user test plans and participate in User Acceptance test (UAT).
- Drive and recommend solution and deliverables to business stakeholder.
- Prepare requirement spec and documentation for SDLC.
- Secondment Contract (under Ruike consultancy)
Assistant Manager (Financial Markets - Business Control)
CHIYU BANKING CORPORATION LIMITED.
09.2020 - 08.2021
- Participate in Core banking system reform and migrations project.
- Coordinate with Treasury system (Kondor+ to FIS) requirement analysis and system reforms project (project scale: HKD$ 9mil).
- Prepare monthly ALCO materials.
- Assist in checking the dealing positions sheets to ensure the transactions complied with regulatory requirements and bank policy.
- Permanent
Business Analyst (Murex Project team)
BANK OF CHINA (HONG KONG)
01.2020 - 08.2020
- Analyze the performance of FX business and Interest Rate Derivatives (Interest rate swap, cross currency swap & bond).
- Implement treasury system (Murex).
- Assist in Data migrations and formulate financial reporting for different asset classes.
- Gather required data and analyze user requirements.
- Define appropriate test required and any associated test data.
- Evaluate and analyze the outcome of each test cycle.
- Perform SIT to check program fix prior to User Acceptance test (UAT).
- Prepare requirement spec and documentation for SDLC.
- Secondment Contract (under Morgan Mckinley)
Executive & Consultant (Risk Consulting)
KPMG ADVISORY (HONG KONG) LTD.
09.2019 - 12.2019
- Perform remediation and renewal of CDD, AML & FCC Reviews and Investigation.
- Client: HSBC
Education
Post-Graduate Certificate - Banking And Corporate Treasury Management
University of Hong Kong/ TMA
07-2024
Certificate - ECF Fintech
Polytechnic University HK/ HKIB
12.2023
Bachelor of Commerce - Business Law & Accounting
University of Western Australia
07.2019
Certificate - Chinese Business Law
University of Western Australia
07.2019
Bachelor of Laws -
Curtin University
07.2019
Skills
- Calypso
- Murex
- Bloomberg B-pipe/DL/FXGO/VCON
- LSEG RTMDS/ ET/ Fxall/ RTA
- Kondor
- Requirements analysis
- Business analysis
- Vendor management
- Agile methodology
- Project management
Professional Certificate
- Certified Fintech Professional (CFinT) (ECF-Fintech)
- Certified Senior Treasury Management Professional (CSTMP)
- TMA-Full Member (ECF-TM)
- Google Project Mangement Professional Certificate
- PMP
Timeline
Manager (Information Technology - Requirement Management)
NANYANG COMMERCIAL BANK
06.2022 - Current
Business Analyst/ PM (Financial Accounting - Project team)
CMB WING LUNG BANK
08.2021 - 06.2022
Assistant Manager (Financial Markets - Business Control)
CHIYU BANKING CORPORATION LIMITED.
09.2020 - 08.2021
Business Analyst (Murex Project team)
BANK OF CHINA (HONG KONG)
01.2020 - 08.2020
Executive & Consultant (Risk Consulting)
KPMG ADVISORY (HONG KONG) LTD.
09.2019 - 12.2019
Post-Graduate Certificate - Banking And Corporate Treasury Management
University of Hong Kong/ TMA
Certificate - ECF Fintech
Polytechnic University HK/ HKIB
Bachelor of Commerce - Business Law & Accounting
University of Western Australia
Certificate - Chinese Business Law
University of Western Australia
Bachelor of Laws -
Curtin University