At G.H. Financials (Hong Kong) Limited, I run daily post-trade operations for institutional and proprietary trading clients, reconciling trades, positions, margin, fees and cash. I investigate settlement and reconciliation breaks and serve as an operational escalation point for client issues.
I turn post-trade exceptions into technology requirements, redesigning checks for Commission Check and Interest Check automation and partnering with engineers through development, testing and UAT. I also contributed business requirements, statement layouts and close-out logic during the ION XTP migration, and supported the SGX clearing membership rollout.
At Hong Kong Exchanges and Clearing Limited, I supported clearing participants for Shanghai–Hong Kong Stock Connect and preparations for Shenzhen–Hong Kong Stock Connect. I also guide a three-person operations team at G.H. Financials and coordinate with Risk, Compliance, Technology and colleagues across Hong Kong, London and Chicago.
