Winnie Chen
Hong Kong
Summary
Original from Taiwan, studied University and working in Hong Kong. Developed skills in fast-paced financial environment, focusing on trade processes and control. Demonstrated strong ability of analytical and problem-solving. Dedicated to maximizing operational efficiency and ensuring accuracy of trade-related activities. Open to apply transferrable skills in new field, leveraging my skills ans experience working in MO.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Capital Market Middle Office Associate
Wells Fargo Bank, N.A.
09.2022 - Current
- Performed control and monitor function covering daily trading, reconciliation checking and failed trade management
- Provided support for Credit/Rate products trade processing
- Worked closely with the desk and back office team to ensure accurate booking of trades, proper settlement instructions, and timely resolution of any post-trade issues.
- Contributed to ongoing process improvement initiatives by identifying areas of inefficiency in current workflows and proposing innovative solutions for enhancement.
Market Risk Junior Specialist
Cathy United Bank
07.2021 - 08.2022
- Generated daily P&L of trading desk, price capturing, limits monitoring and control.
- Measured the trading risk profile to ensure it stays within the bank's risk appetite.
- Provided daily reports to Head office and closely communicated with front and back office. Escalated any breaches to Head office for action.
Education
BBA - Finance And Business Analyst
The Chinese University of Hong Kong
Hong Kong06-2021
No Degree - Finance And Business Analyst
National Taiwan University
TaiwanSkills
- Fixed income expertise
- Trade settlement
- Trade lifecycle
- Position reconciliation
- Organizational skills
- Excel proficiency
Certification
CFA level 1&2
Timeline
Capital Market Middle Office Associate
Wells Fargo Bank, N.A.
09.2022 - Current
Market Risk Junior Specialist
Cathy United Bank
07.2021 - 08.2022
BBA - Finance And Business Analyst
The Chinese University of Hong Kong
No Degree - Finance And Business Analyst
National Taiwan University
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