Kin Fan, Kevin LI
Hong Kong
Summary
Operations Analyst with 4 years of experience in corporate action field. Collaborative with excellent interpersonal and communication skills across diverse groups. Desire to bring the experience to new position with room for career growth.
Overview
6
6
years of professional experience
Work History
Operation Analyst
Euroclear Bank
05.2022 - Current
- Collected and processed client's instructions
- Handled daily corporate action deadline and ensured proper follow up with the depositories and agents
- Liaised with different external parties, such as agents, depositories and trustees to fulfill client's best interest.
- Evaluated current systems and procedures, identified areas of improvement, and recommended solutions to streamline operations.
Officer, Corporate Action, Securities Service
STANDARD CHARTERED BANK
07.2019 - 05.2022
- Monitored the day-to-day corporate action procedures and ensured they were complied with relevant external regulators and in-house policies
- Handled enquiries from internal and external parties
- Participated in ad-hoc project initiatives and UAT for system enhancement
- Performed securities reconciliation and cleared breaks that were incurred during corporation action process.
Intern, Sales and Client Management, Global Trade and Receivables Finance
Hang Seng Bank
01.2018 - 07.2018
- Prepared trading documents and client reports to assist senior staff
- Gathered, organized and input information into digital database
- Conducted client visit with senior staff
Education
BBA - Business Economics
City University of Hong Kong
Hong Kong06.2019
Skills
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Word
- Language: Proficient in English, Chinese and Mandarin, Basic in Japanese
Professional Reference
Joe Mak (Supervisor), Senior Vice President Section Head, Sales and Client Management, Global Trade and Receivables Finance, Hang Seng Bank Limited, Hang Seng Tower Telford Plaza, 33 Wai Yip Street, Kowloon Bay, Hong Kong, joemak@hangseng.com, (852) 2198 6278
Timeline
Operation Analyst
Euroclear Bank
05.2022 - Current
Officer, Corporate Action, Securities Service
STANDARD CHARTERED BANK
07.2019 - 05.2022
Intern, Sales and Client Management, Global Trade and Receivables Finance
Hang Seng Bank
01.2018 - 07.2018
BBA - Business Economics
City University of Hong Kong
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