Linh-Chi Phan
@linh-chiphan
Assistant Director at CN Industries digitizing operations with a document-control platform for design approvals.
VietnamWhat I'm looking for
At CN Industries, I’m developing a Google Workspace document-control platform for design approvals, from client documents through multi-level sign-off to procurement release. It includes role-based routing, e-signatures and audit trails, with a planned migration to Python and PostgreSQL.
At Rothesay, I set up bonds in Quest using Bloomberg data feeds and performed daily SQL reconciliations to identify and resolve static-data differences. I also automated trading activity recap generation with Excel VBA.
At JPMorgan, I worked as a Derivatives Rates Trading Assistant, handling trade capture and validation, reconciliations, and P&L investigations. I built Power BI and SQL dashboards to flag settlement and collateral delays, and wrote VBA scripts that reduced daily middle-office work by 25 minutes.
I also supported EMEA-based hedge fund clients at JPMorgan’s Equity Swaps Prime Brokerage desk, resolving execution, P&L allocation, fund accounting and collateral queries. I’m seeking a remote role in business or capital market operations, technology innovation, or capital markets products.
Experience
Work history, roles, and key accomplishments
Assistant Director
CN Industries
Sep 2026 - Present (1 month)
Leading the development of a Google Workspace document-control platform that automates the design approval workflow, with role-based routing, e-signatures, audit trails, and continuous CI/CD deployment. Planning migration to Python and PostgreSQL to scale with data growth.
Asset Operations
Rothesay
Aug 2023 - Aug 2025 (2 years)
Set up bonds in Quest using Bloomberg data feeds, performed daily SQL reconciliations, booked trades, resolved disputes, and automated trading activity recap generation via Excel VBA.
Resolved ad-hoc execution, P&L allocation, and fund accounting queries from EMEA-based hedge fund clients, owning the client service experience and resolving disputes within strict SLA timings.
Booked and amended IRS, inflation swaps, cross-currency swaps, and FX products; performed reconciliations, investigated P&L issues, and built automated dashboards and VBA scripts to improve efficiency.
Shadowed different trading desks including FX, Fixed Income, and Equities during a summer internship.
Asset Management Summer Analyst
SSI Saigon Securities Corp
Jun 2011 - Aug 2011 (2 months)
Completed a summer internship in asset management.
Education
Degrees, certifications, and relevant coursework
Bayes Business School
Postgraduate Diploma, Corporate Finance
2021 - 2022
Post graduate diploma in Corporate Finance, focusing on financial modelling, research, and corporate risk management.
University of Warwick
Bachelor of Engineering, Engineering and Business Management
2014 - 2017
Grade: 2:1
Bachelor of Engineering with Honors in Engineering and Business Management, achieving a 2:1 grade.
Tech stack
Software and tools used professionally
Availability
Location
VietnamAuthorized to work in
Salary expectations
Job categories
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