Project Manager, Implementation at Manulife / John Hancock Investments (2025-01 – 2026)
- Migrated trade execution platforms for derivatives, working directly with front-office teams to ensure operational continuity and accurate trade flows.
- Onboarded new funds and converted existing funds to elected derivative investment strategies.
- Coordinated readiness and go-live with 20+ brokers across the US and Canada.
- Revamped monthly AUM reporting by removing unnecessary broker-level data, improving clarity, and usability.
- Led approval meetings to secure derivative strategy signoffs from CIOs.
- Represented ADS (Asia Derivative Services) during US business hours with senior partners and liaised back any follow ups.
- Maintained a Global Trading grid used directly by traders and portfolio management to identify permissioned products (OTC or ETD) and brokers at a fund level.
- Reviewed and signed off on analyst's extensive weekly reviews with FX connect scraped against Trading grid
Derivatives Onboarding Project Manager, Assistant Vice President at J.P. Morgan Chase (2022-12 – 2025)
- Conducted system demonstrations for prospects, contributing to 7 new client wins (2023–2024).
- Managed full fund onboarding lifecycle: instruction capture, valuation, reconciliation, and operational readiness.
- Collaborated with fund managers to define data requirements for JPM sub-ledgers and integration points.
- Streamlined long-standing department processes to improve efficiency and reduce operational risk.
- Integrated OTC derivatives pre/post-trade workflows between Dimension and JPMC systems.
- Served as technical resource, mentor, and trainer on funds, products, and complex derivatives.
- Remediated ISDA/CSA agreements across corporate and investment banking lines.
- Monitored derivatives (options, swaps), FX impacts, and market volatility exposures; partnered with global/offshore teams to resolve issues.
- Created an all-inclusive SharePoint page dedicated for new hires inclusive of project specific runbooks, metrics trackers, deck templates that could be tweaked and senior management approved
Fund Accounting, Operations Associate at J.P. Morgan Chase (2020 – 2022)
- Led client onboarding/offboarding and internal transfers/conversions; supported multiple fund launches including work on the first Bitcoin ETF.
- Executed ad-hoc reconciliations to ensure accurate end-of-day NAVs across hundreds of funds.
- Hosted Best Practice Committee meetings (50–60 attendees) and weekly training seminars.
- Completed 100+ hours of supplemental training on financial instruments and operations.
- Maintained SharePoint SOP matrix and weekly KPI reporting.
ETF Operations Analyst at J.P. Morgan Chase (2016 – 2020)
- Contributed to testing and build-out of three ETF platforms: IPD, Basket Creation, and Basket Valuation.
- Analyze nightly NAV components and manage valuation/dissemination of ETF Portfolio Composition files.
- Reconciled cash and asset variances between accounting and custody and resolved discrepancies.
- Reported efficiency metrics and income accrual projections; mentored new team members as Team Lead.
Fund Accounting Specialist at J.P. Morgan Chase (2014-08 – 2016)
- Delivered accurate NAVs for 140 funds across six clients; produced time-sensitive client reports for nightly NAV sign-off.
- Implemented SOPs to reduce risk and improve team efficiency; researched and resolved cash breaks with global hubs.
- Developed contingency processes for nightly NAV delivery and hosted daily checkpoint calls.
Head of Outside Operations at Wollaston Golf Club (2009 – 2014)
- Managed seasonal operations, cultivated member relationships, and delivered high customer service; repeatedly invited back for multiple seasons.
