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MIA CHU
(973) 960-9876 mia.chu@yahoo.com
SUMMARY
A Results-Driven Project
Manager with effective communication, interpersonal &
analytical skills. Experience, skills and knowledge
in the areas of business process development, strategy, management, business
analysis, operational improvement and IT development with a keen
focus on on-time, quality delivery. Proven ability to bridge
business and technology issues to successfully lead and deliver complex global
and enterprise-level solutions that meets and exceeds clients’
and regulatory requirements. Core competencies include:
· International and
Domestic Equity Trading, Banking Process, Settlement
& Clearing, Portfolio Management,Derivatives, Treasury,
Fixed Income, Pricing Models, Private
Equity fund, PIPEs, Pre-IPO & IPO Process,Cash
Management, Risk Management, Asset Liability Management, and Real
Estate Investments.
· Full life cycle
Project Management professional.
· Business
Intelligence, Data modeling/warehousing, metadata management.
· Vendor/Account management;
Investor management.
|
· Fluent in Mandarin;
Working experience and culture savvy in China; client resourcing.
· MBA – Major in Finance
and Management of Information Systems.
|
PROFESSIONAL
EXPERIENCE
CREDIT SUISSE. New York,
NY 2011
Consultant as
PM/BA
The second largest Swiss Investment Bank/Wealth
management headquartered in the U.S. Responsible for the planning,analysis, documenting
workflows & requirements, managing WBS
& schedule, reporting, and UAT testing for the
development of the global derivative expansion project that
replaced the vendor product GMI, the single global
back office Listed Derivatives solution, with the proprietary US OPUS
system to streamline the process,
remove the vendordependency, increase efficiency and
reduce costs. Successfully delivered the EMEA market
derivative/option trade conversion project within tight schedule and
reduced-resources.
hiSoft Enterprise. Shanghai,
China 2010 -
2011
Account Director
Worked for a top global IT service provider in
China that is listed in US(#1 in
China), operates in U.S, Japan, Singapore, and Mexico with over
3,300 IT professionals to Fortune 1000 customers. Led the delivery
team in China for US client accounts for financial KPI,
defined delivery strategy, and operational model &
process. Exploited new clients and led presales team for order
intake. Built up delivery capability tracking
closely to the business strategy. Managedclients’
requirements and relationship. Successfully won a major bid of IT
team of 100+ for a major client’s strategic expansion.
LANHAI INVESTMENT MANAGEMENT
CO., Ltd. Beijing
and HangZhou, China 2009
– 2010
Vice President
VP of the
investment funds. Responsible for developing and managing
the mission-based strategic plans and investor
relations. Co-chaired the capital fund campaign that raised 12 MM
RMB. Led the team for the project selection and due
diligence. Implemented risk management, database management and
process management to improve the performance and effectiveness of the fund.
Planned & managed the new HangZhou branch office
setup, recruitment and operation.
PERSHING,
LLC, A SUBSIDIARY OF THE BANK OF NEW YORK MELLON, INC. Jersey City,
NJ
Vice President, Enterprise Project
Management
Office (EPMO) 2006
– 2009
As a Senior Business Project Manager responsible
for implementation
of firm-wide multi-million cross-functionalinitiatives,
including new services, conversion,
re-engineering and regulatory projects, using project full life
cycle management methodology and framework to manage business project
scope, planning, budgeting, scheduling, resource allocation, risk
management, controlling and reporting. Built credibility, established
rapport and maintained communication with stakeholders at all levels,
including senior executives, LOB/IT department managers &
team,external clients, and vendors.
Global Security
Services Projects
· BNY ExecutionPlus – fully
integrates BNY Mellon’s market-leading, custody, clearing and settlement
services with Pershing LLC’s extensive global execution capabilities, allowing
financial institutions based outside of the
U.S. a one-stop-shop and cost-effective offering to
seamlessly trade across the complete life cycle of a US equity trade, from
order capture via virtually any third party order management system
and a single instruction to execution in the market,
affirmation/confirmation, foreign exchange, clearing, settlement, and
reporting. Achieved $5M+ profit in the first year after
implementation. Received “Project Excellence” award at the
company-wide annual Leadership Conference.
· International ExecutionPlus – End-to-end
solution for non-US entities, non-dollar equity orders in addition to US
equity trades. Led the team to deliver a streamlined and cost
effective approach to internationalstraight-through-processing under one
contract and price structure which provided greater efficiencies and faster
turnaround for global clients with integrated, multilingual,
multicurrency capabilities.
· Global
Business-to-Business Systems/SWIFT messages projects - Managed annual
upgrades for the financial services industry standard SWIFT system.
Coordinated with The BNY Mellon, counter-party banks, and all
internal departments for the SWIFT Standard Release 2006, 2007 and 2008
development plans. Implementedeffectively, on time and on budget.
· Successfully
managed SWIFTNet FIN projects to support
the transaction growth and cost effectiveness.
· Mutual Fund
order/execution process development and Corporate Action conversion both using
SWIFT messages.
MIA
CHU PAGE
TWO
Tax/Compliance
Projects
· Achieved
compliance in time & avoided audit/penalty with US IRS standards
regarding US/Foreign tax withholding laws, policies, and procedures by changing
the tax withholding systems to ensure proper withholding amounts for foreign
investors. Projects included W8 and Section 302.
· Masked or
de-identified customer NPPI data in accordance with all applicable Federal and
State laws and regulations with minimal impact on operations with the
attained success criteria of significantly mitigating data leak/breach risk.
MERRILL
LYNCH New York ,
NY 2006
Consultant
· Project Manager
responsible for the full life cycle project management in the Global Markets
& Investment Banking Group, US Equity Trading System.
· Managed the “High
Touch Integration Project” - Integration of the two order management systems:
UTS system handled the order management for OTC securities, while FLIP system for
Listed securities. The integration provided trader access liquidity in a fast
hybrid market, enhanced information sharing and boosted the level of service
provided for high touch orders.
· Managed the “NASD
OATS Reporting project” – Analyzed the changes required in FAST, UTS, HOTS and
TSS trading systems; attained compliance with the NASD OATS Phase III Reporting
regulations.
CITIGROUP,
GLOBAL CORPORATE & INVESTMENT
BANKING, 2004
– 2006
GLOBAL TRANSACTION
SERVICES, New York, NY
Senior Business Analyst/Project Manager, Global Information Warehouse
Performed business analysis and managed
projects for initiatives for the Global Information
Warehouse as the strategic data source for enterprise customer
portal and business analytics, serving the reporting requirements of 100K
customers globally, aggregating data from product processors in the
Treasury, Trade and Fund service business across 70+
countries. Managed business clients as well as onshore and offshore
consultants.
· As the single
point of contact for clients’ financial institutions globally,
performed role of data warehousing requirements manager for an innovative
global real-time cash & liquidity management system, TreasuryVision.
As the liaison between business and
technology, created comprehensive client business requirements
and specifications delivering capabilities that included cash analytics,
cash forecasting, investment management and debt management that can
integrate with clients’ TMS/ERP system. Managed changes and
risks associated with each global deliverable. Reduced operating
expenses by $30M when
global data consolidators were decommissioned. This platform won
industry-wide awards.
· Managed the project
of creating metadata management system for the bank’s Global Information
Warehouse. Evaluated and led the establishment of business
intelligence/data mining/ETL tools, and repositories with reference and
transaction data. Served as liaison among vendors, business users,
architects,data modelers and developers.
SDS CAPITAL,
LLC OLD Greenwich,
CT 2001
–2004
Director
Managed the hedge
fund’s operational and administrative activities of the IT
development team including planning, evaluating, developing, implementing,
communicating, end-user training and vendor management. Communicated
withthe CEO and other senior managers to define vision, scope and
requirements. Analyzed risk, constraints, benefit vs. cost
for the project charter. Created project plans, business
requirements, detailed workflow analysis, functional specifications and test
plans.
· Managed the development
of a new system used to capture, verify, and reconcile daily trade information
with the Prime Broker Report. Managed the integration of Private Investments in
Public Equities (PIPE) deals, equity and
derivatives trading with Bloomberg valuation which feeds the middle
and back office operations.
· Researched industry
best practice and recommended appropriate technologies. Evaluated
various data warehousing and OLAP reporting software packages.
Implemented ERWIN data model and UML business model (Use Case methodology),
which described business use-cases realizations. Managed prototyping and
user interface design using 4th generation
development tools.
· Managed the
development of the Market Data Information System used for guiding trading
strategy and risk management. The system was developed using MarketQA/QAL
(Quantitative Analytic Language) to retrieve and calculate financial market
data that was analyzed on Clarifi/ModelStation. Performed critical data
mapping and data transformation.
· Developed functions
to automate multiple trade orders to integrate trade & performance measures
reports through the ITG trading platform to match trader’s requirements.
BEAR STEARNS
CO. INC. New York, NY/Whippany,
NJ 1998 – 2001
Vice President
Applied SDLC methodology.
Responsible for gathering, interpreting and analyzing business and user
requirementsfrom the Asset Management specialists; evaluated system flow
and managed business process modeling; conducted data modeling and
database design; developed systems/functional specifications;
performed scope definition and cost/time estimates; managed
development team of 6, provided test plan/data and
supervised QA team. Managed UAT and business signoff for each development
effort.
MARGARET CHU PAGE THREE
· Led the process
improvement efforts for the system of Specialist Clearance On-line Real-time
(SCOR). Provided daily support in streamlining the core SCOR portfolio system.
· Managed the
development of the new London stream process and reporting for
European market clients.Conducted system/workflow analysis, requirement
assessment, specifications preparation, data modeling, and database
design. Managed programming consultants.
· Led the analysis and
development to create the Specialist Performance Measurement
system (SPM). Analyzed and integrate multiple systems to ensure
accurate and timely reference/market data were used.
Communicated with business users and systems owners to gather requirements
and created functional specifications of process and
reporting system.
· Performed business
and programming assessments; identified and synchronized the asset
classification rules among systems to precisely calculate the performance for
reporting.
· Performed business
analysis, data modeling, database design, query formulation and core modules
development in BSC/ISO/ADP/GMI currency conversion projects to improve
efficiency and accuracy.
MORGAN STANLEY
DEAN WITTER & CO. New York, NY 1996
–1998
Senior Business
Analyst
· Participated in the
full life cycle project development to create technology solutions for the
back-office Clearance & Settlement area. Responsible for business analysis
and to translate requirements into functional specifications, problem solving,
data modeling and programming development.
PRIOR WORK EXPERIENCE
· Bertelsmann Music
Group Entertainment, Lyndhurst, NJ
· Security Industry Automation Corporation (SIAC) , Brooklyn,
N.Y
|
· Guardian Life
Insurance Corp. of America, New York, NY
· Waldenbooks
Incorporated
· Deloitte
and Touche LLP
|
EDUCATION
Master of Business
Administration
Finance and
Management of Information System
State University of
New York at Buffalo, Buffalo, NY
Bachelor of Science in Business
Administration
Chinese Culture
University, Taipei, Taiwan
President Memorial
Scholarship
PROFESSIONAL TRAINING
Numerous
programs/trainings including, Project Management Professional
certification program,
Leadership
Development, Communication, Securities Operations, Total Quality Management,
Risk management
TECHNICAL SKILLS
SOFTWARE
PACKAGES:
Blueprint, InteGreat, SharePoint, JIRA, HP
PPM, Executive Viewer,
IBM/TM1, Cognos, Ab Initio, Reveleous,Microsoft Analysis
Services, Business Objects XI, Crystal Report Enterprise, Rational Rose,
Rational Unified Process,ERwin, S-Designer,
Rumba, InSync/MVS, FileAid, Expeditor, Platinum, ISPF, DYL280,
CA-Interest, SPIFF, Bloomberg, ITG Order Entry
Platform, MarketQA, RTList, Clarifi/ModelStation, Visio,
Microsoft Project, PowerPoint, Word, Excel, FrontPage 2000, Embarcadero SQL
7.7.0.
METHODOLOGIES:
Kimball dimensional modeling, Project
management Professional (PMP), System Development Life Cycle (SDLC)
LANGUAGES:
SWIFT, Visual Basic, PowerBuilder, MS/.NET, HTML, XML, ASP,
JAVA/JavaScript, UML, Transact SQL, PL/SQL, C, COBOL II, JCL,
CICS, Clist and QAL
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