Jun Min

• Planned, designed, and scheduled phases for large projects.
• Established project working group and steering committee to monitor project performance to identify areas of improvement and make adjustments.

Key achievement: implementation of CSDR, Delivery of India T+1 settlement regime, US/Canada/ Mexico T+1 settlement regime

• Coordinate a portfolio of change within ASO across a range of project activities including representing (ASO Senior Leadership Team) at project working groups, production and review of documented business requirements, management of user acceptance testing, and business validation testing

Key achievement: Successful program management of resolving reconciliation issues / process improvements for multi billion assets under administration

• Manages to uplift business intelligence scores by coordinating process maps within ASO using the PACE methodology
• Liaising with Risk partners and Business SMEs to implement adequate controls to limit risks associated with operational activities
• Continuous engagement with business leadership team and help delivering key changes and improvements to process and procedures
• As a Subject Matter Expert (SME), coordinate user acceptance testing for operational colleagues for any technology changes
• Organising regular reporting for the leadership team to assist making executive decision and plan for staff resourcing

• Control monthly fee structure/ledger for all trades/transaction completed under custody which are used for monthly Board meeting
• Managing process improvement projects within various investment operation functions
• Approval of equity assets and bond trades and monitor for potential settlement issues
• Liaise with investment advisers, brokers margin lenders of all managed clients
• Approve funding for corporate actions, equity trades and capital call payments on behalf of clients
• Monitoring and mentoring of junior team members
• Support existing team members in efficiently managing operational business functions including Managed Funds and Term Deposits and monitor/update its pricing
• Manage queries and escalations as a first point of contact for all domestic and international corporate actions events
• Executing foreign exchange trade requests and organize/monitor the funding for the successful FX settlement
• Managing client escalations and queries in JIRA ticket system and delegate to relevant team members for action
• Being a key member of small and large projects within company
• I.e
• Completed custody transition project which is involving multibillion assets

• Project Management – Corporate Actions, Act as primary contact to client and intermediaries
• Relationship management with client (Company secretary and CFOs), investment banks, legal and corporate advisers for ASX 100 clients
• Conducting regular meetings with internal and external stakeholders to understand client’s needs for smooth project completion
• Set expectations with clients, intermediaries, and internal stakeholders to ensure the successful completion of a project
• Conducting introduction and debrief meeting with the clients to review the completed projects for potential service/process improvements
• Monitoring the day to day running of allocated corporate actions projects
• Mentoring / training Project coordinators throughout the lifecycle of projects
• Review documents to ensure compliance with listing rules and provide guidance to ensure all requirements and expectations for the project are achievable
• Oversee day to day management of a project, ensuring all deliverables are completed within planned timeframe and identify areas for process improvements
• Reporting statistics to the client in an efficient and timely manner

• Worked closely with Company Secretaries, Head of Governance, corporate advisors and CFO’s for ASX 100 clients
• Run calculations for Dividend, Distribution, Interest and Return of Capital payments for various companies listed on the Australian Stock Exchange
• I.e
• ANZ, NAB, AMP etc
• Preparing yearly tax statement/reports for the Australian Taxation office
• Preparing multiple reports for the clients to help their market decisions
• Acquired and demonstrated strong eyes for detail with a passion for accuracy, an ability to work diligently when performing a routine work