Henry Wong
Toronto,Canada
Summary
Highly motivated leader with over ten years of experience in financial investment products and Business Intelligence, seeking to leverage extensive data management and analytical skills as an Associate Director in Investment Strategy - Portfolio Data & Analytics at Qatar Investment Authority (QIA). Proven ability to deliver tangible benefits in deadline-driven environments, with expertise in data governance, Business Intelligence solutions, and strong understanding of financial investment products including Mutual Funds, ETFs, and derivatives. Experienced in managing data integrity, developing reports, and implementing data strategies to support investment operations. Proficient in utilizing various BI tools such as SAS, SQL, PowerBI, and possessing strong knowledge of operational processes within the Investment Industry, including experience with SimCorp.
Overview
20
20
years of professional experience
Work History
Senior Manager Data & Analytics Office
Bank of Montreal - Technology & Operations Group
Toronto, Canada
05.2022 - Current
- Developed and deployed a comprehensive Data Governance strategy, working with senior leadership teams and steering groups.
- Identified and defined business-critical data items, addressing inconsistencies and ensuring standard definitions across the business.
- Drove the development and publication of data dictionaries for all business-critical data sets and items, ensuring accessibility for stakeholders.
- Implemented agreed definitions for business-critical data items, ensuring data accuracy and consistency.
Manager of Business Intelligence
Bank of Montreal - Global Asset Management
Toronto, Canada
10.2012 - 04.2022
- Responsible for the acquisition, integrity, and control of all requisite data, delivering timely reports to various business units (Leadership, Sales, Operation, Investment, Regulatory, External).
- Implemented and launched a web-based reporting site for the Institutional client reporting team, improving productivity and efficiency.
- Expanded responsibility by managing reporting for Mid-Office, Portfolio Managers, and traders, including support for the SimCorp system.
- Assisted with the integration of the mid-office system SimCorp and continued monitoring and maintenance of the system.
- Negotiated and influenced broader teams to determine priorities among competing requests/projects.
- Functioned as both a Business Analyst and Project Manager, ensuring deliverables were met.
- Provided mentoring and guidance to the development team, ensuring team members were fully utilized.
- Established coding and development standards/principles for the team, introducing design documents and change grids.
Technical Specialist II – Team Lead
Bank of Montreal - Technology Finance
Toronto, Canada
01.2010 - 10.2012
- Managed a team of three, providing technical expertise/support for financial databases and reporting.
- Led and initiated recommendations for value-added opportunities with upgraded reporting applications.
- Developed and implemented an innovative Spread report, reducing manual work and providing key insights.
- Coached and trained contract developers on current processing issues, translating visions into technical solutions.
Senior Business Analyst MIS
Bank of Montreal - Wealth Management Mutual Funds
Toronto, Canada
04.2005 - 01.2010
- Provided directional information through Business Intelligence to support the BMO Retail Investment executive team.
- Gathered requirements from stakeholders, understanding business rules and translating them into timely information delivery.
- Initiated and delivered Daily Sales Reports to measure the Mutual Fund business.
- Analyzed and interpreted data for campaigns, projects, and strategy initiatives, presenting key insights and trends.
- Utilized Business Intelligence tools to deliver web-based Dashboards, Scorecards, and Ad-hoc analytics.
- Designed datamarts for Business Intelligence purposes with extensive database knowledge.
Education
Business Analytics: Data-Driven Decision Making -
Toronto's Rotman School of Management
05.2025
Claritas Program -
CFA Institute
05.2025
Leadership Cornerstone Program -
01.2015
Bachelor of Commerce -
Ryerson University
Toronto, ON01.2001
Skills
- Financial Investment Products: In-depth knowledge of Mutual Funds, ETFs, Institutional and Derivative products within Bank of Montreal and the industry
- Data Management & Integrity: Extensive experience in managing and maintaining data quality, ensuring data integrity, and developing data validation rules
- Business Intelligence & Analytics: Provided end-to-end Business Intelligence solutions, including requirement gathering, datamart design, and dashboards Expert knowledge of various BI tools such as SAS, WebFocus, SQL, PowerBI, Tableau/Spotfire
- SimCorp Dimension (SCD): Experience assisting with the integration, monitoring, and maintenance of the SimCorp system
- Data Governance: Implemented and adopted enterprise Data Governance strategy, including developing data dictionaries and establishing data definitions
- Reporting & Analysis: Identified reporting needs, designed workflows, and developed scheduled and ad-hoc reports for various stakeholders
- Leadership & Management: 5 years of experience leading small to mid-sized teams (2-10), providing mentorship and guidance
- Project Management: Functioned as both a Business Analyst and Project Manager, ensuring deliverables are met on time
Languages
English
Professional
Timeline
Senior Manager Data & Analytics Office
Bank of Montreal - Technology & Operations Group
05.2022 - Current
Manager of Business Intelligence
Bank of Montreal - Global Asset Management
10.2012 - 04.2022
Technical Specialist II – Team Lead
Bank of Montreal - Technology Finance
01.2010 - 10.2012
Senior Business Analyst MIS
Bank of Montreal - Wealth Management Mutual Funds
04.2005 - 01.2010
Business Analytics: Data-Driven Decision Making -
Toronto's Rotman School of Management
Claritas Program -
CFA Institute
Leadership Cornerstone Program -
Bachelor of Commerce -
Ryerson University
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