GEORGIA JIANG
Summary
Banking & Finance professional with over 11 years of experience in investment banking working with hedge funds, asset managers and institutional clients.
Familiar with Hedge Fund strategy and operations, investment banking products across asset classes, investment banking operations.
Specialize in client service, sales, relationship management, business development and operations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
VICE PRESIDENT, PRIME BROKERAGE CLIENT SERVICE REPRESENTATIVE
Morgan Stanley
06.2019 - 10.2024
- Dedicated relationship manager for 20+ Asia hedge fund clients, covering strategies across Equity Long/Short, Long Only, Asset Owners, Quantitative, Multi-Strategy, and regulatory platforms
- Track client balance and business trends, identify revenue opportunities for organic growth, cross selling product across cash equities, swaps, listed and OTC futures, Derivatives and Fixed income products
- Partner with internal counterparties including Capital introduction, Consulting, Sales and Trading desks, Operations, Technologies, Treasury & Finance, Legal and Compliance to provide holistic premium service
- Cultivate client relationship and act as trusted advisor by build understanding of the client's organization, investment strategy, growth plan and deliver targeted solution cater to client's need
- Participate in various Firm Initiatives including Women's Business Alliance, Campus recruitment and Diversity advocate
ASSOCIATE, OPERATIONAL RISK AND CONTROL MANAGER
Nomura International
02.2017 - 11.2018
- Manage firm's Operational risk & control framework, governing various divisions including Wholesale, Prime Brokerage, Wealth Management, Local branches
- Point of escalation for incidents and risk events, perform root cause analysis and identify strategic solution with functional managers to improve process design and enhance risk policy
- Design and deliver training with functional teams to enforce their understanding of guidelines and policies, implement control culture program to help shape risk culture within the firm
TRADE PROCESSING SPECIALIST, CASH EQUITIES MIDDLE OFFICE
UBS AG
04.2014 - 07.2017
- T0 Booking and confirmations, offshore management, client commission sharing management (CSA) for institutional clients.
POST TRADE CLIENT RELATIONSHIP MANAGER, PRIME BROKERAGE
UBS AG
07.2014 - 02.2017
- Prime Brokerage Middle Office: single point of operational contact for APAC hedge fund clients, look after cash flow management, trade booking and reconciliations, settlement
- Liaise with other operation teams such as collateral, corporate action, stock loan etc
- To provide timely solution to client issues
- Closely work with PB Business and client service team around client issues, deliver data analytics and client metrics and continue to find solutions to improve client experience and improve operational efficiencies
OPERATION ANALYST, SECURITIES SETTLEMENT
UBS
04.2013 - 03.2014
- Settlement account manager, covered APAC top tiered client on their settlement related matter and contribute in retain UBS's Top ranking in equity settlement performance in ZYEN Survey in 2013
- Market coverage across APAC, monitor trade lifecycle from pre-matching to settlement working with various function internally and with regional agent banks
- Maintain management / risk control reporting, and offshore supervision
Education
BBA (HONS) - MAJOR IN MANAGEMENT, MINOR IN MARKETING
The Hong Kong Polytechnic University
07.2013
EXCHANGE STUDY - undefined
Audencia Nantes School of Management
12.2011
MAJOR IN BUSINESS - undefined
The Hong Kong Baptist University College of International Education
07.2010
Certification
Securities & Futures Commission of Hong Kong Type 1 License
Languages
English
Cantonese
Mandarin
Timeline
VICE PRESIDENT, PRIME BROKERAGE CLIENT SERVICE REPRESENTATIVE
Morgan Stanley
06.2019 - 10.2024
ASSOCIATE, OPERATIONAL RISK AND CONTROL MANAGER
Nomura International
02.2017 - 11.2018
POST TRADE CLIENT RELATIONSHIP MANAGER, PRIME BROKERAGE
UBS AG
07.2014 - 02.2017
TRADE PROCESSING SPECIALIST, CASH EQUITIES MIDDLE OFFICE
UBS AG
04.2014 - 07.2017
OPERATION ANALYST, SECURITIES SETTLEMENT
UBS
04.2013 - 03.2014
EXCHANGE STUDY - undefined
Audencia Nantes School of Management
MAJOR IN BUSINESS - undefined
The Hong Kong Baptist University College of International Education
BBA (HONS) - MAJOR IN MANAGEMENT, MINOR IN MARKETING
The Hong Kong Polytechnic University
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