Factset

Analyst

2011/08～ 2012/03

- Analyzed corporate financial statements (Income Statement, Balance Sheet, Cash Flow Statement) and processed financial information from company statements for U.S. and major global stock exchanges.
- Collected forecasted financial results provided by analysts and researchers worldwide.
- Provided accurate information with best timeliness as possible.
- Followed all rules related to work procedures and sought information if unclear.
- Maintained confidentiality for all information dealt with.

China Bank

Associate

2012/09～ 2014/05

- Assisted account supervisor and managers with various tasks and responsibilities.
- Monitored interest payments, renewals, and maturities.
- Requested credit investigations for specific corporations and individuals.
- Prepared documents such as appraisal forms, instruction sheets, offering slips, etc.
- Researched new markets and prospective clients.

Australia New Zealand Bank

Markets Officer

2016/05～ 2014/06

- Subject matter expert in the Derivatives space for both international and domestic settlements.
- Cross-skilled in other settlement processes such as Safe Custody, Commercial Bills, Commodities, and Equities.
- Handled projects such as Derivatives counterparty directory, paperless project for StorQM in the Money Markets space, and Visual Management Board.
- Checked pay and receive reports, and made payments where applicable.
- Ensured payments are transacted in a timely manner.
- Confirmation matching.
- Checked treasury deals and foreign exchange-related payments.
- Answered deal reversal/amendment reports.
- Investigated counterparties and customers for ledger breaks/non-receipt/late-receipt of fund/shortfall/interest claims.
- Prepared end-of-day checks and reconciliations reports daily.
- Reported for possible loss/error/customer complaints.
- Responsible and accountable for fraud mitigation.