JIALU(Fiona) CHEN
Toronto,ON
Summary
Detail-oriented financial professional with extensive experience in data analysis, financial modeling, and client relationship management. Skilled in industry analysis, capital markets, and investment decision-making. Proficient in building complex financial models, producing actionable insights, and writing detailed research reports. Adept in leveraging technology and analytics to support strategic objectives.
Overview
6
6
years of professional experience
Work History
Senior Analyst-Client Market Account Opening
RBC Investor Services
08.2023 - Current
- Assessed and implemented improvements in market account opening processes, ensuring compliance and accuracy.
- Monitored and evaluated sub-custodian performance, aligning with client objectives and regulatory requirements.
- Acted as a central liaison for internal and external clients, fostering collaborative relationships across teams.
- Provided detailed reporting and analysis to support operational and strategic goals.
- Pro-active monitoring and follow-up of sub custodian securities and cash account openings/closings/changes of names/changes of address.
- Be an expert for allocated markets and pro-actively assess changes in markets with the team members and adapt eventually account opening procedures for clients.
US Securities Settlements Analyst
RBC Capital Market
02.2022 - 08.2023
- Prepares & Reconciles commodity invoices to third party and transaction systems
- Identify problem areas or situations, evaluate problem causes, and take appropriate action to resolve identified problems
- Analyzed, reconciled, and evaluated financial transactions to ensure accuracy and compliance.
- Collaborated with stakeholders to enhance reporting and transaction processing systems.
- Contributed to team performance by identifying process improvements and implementing best practices.
- Establish and maintain a cooperative working relationship with those contacted in the course of assigned responsibilities
- Performed risk assessments and executed tests of data processing system to ensure functioning of data processing activities and security measures.
Bankcard Security Associate
Butterfield Group
02.2021 - 02.2022
- Examine/analyze activity on cardholder accounts, as alerted by various fraud detection tools and reports, to identify suspicious transactions and take action to block accounts in situations where fraud is suspected
- Contact customers to establish validity of transactions by asking probing and effective questions
- Initiate chargebacks, second chargebacks, collections, requests, good faith letters and /or arbitration requests, as necessary, and to limit financial loss to the bank
- Process all chargeback and fraud-related transactions, in a timely manner
- Keep abreast of any newly identified fraud patterns and Visa and MasterCard chargeback rules and regulations, and escalate new patterns to Team Lead for further research when necessary
- Conducted detailed analysis to identify and mitigate fraud risks, ensuring the integrity of financial transactions.
- Enhanced operational efficiency through process automation and the development of fraud detection strategies.
Payments And Rewards Representative
PC Financial
06.2019 - 01.2021
- Conducted financial assessments and resolved client concerns through effective communication and problem-solving.
- Developed and delivered presentations on product features tailored to client needs.
Education
Master In Financial Innovation And Technology -
Queen's University
Toronto, ON12.2024
Bachlor In Hospitality And Tourism Management -
CAPE BRETON UNIVERSITY
Sydney, NS05.2019
Bachelors In International Economics And Tradeness -
Shanghai Maritime University
Shanghai, China06.2015
Skills
- Financial Modeling & Forecasting
- Industry & Company Analysis
- Valuation Techniques
- Analytical & Quantitative Skills
- Advanced Excel, PowerPoint, & PC Applications
- Presentation & Reporting Skills
Languages
Chinese (Mandarin)
Native or Bilingual
Korean
Professional Working
Timeline
Senior Analyst-Client Market Account Opening
RBC Investor Services
08.2023 - Current
US Securities Settlements Analyst
RBC Capital Market
02.2022 - 08.2023
Bankcard Security Associate
Butterfield Group
02.2021 - 02.2022
Payments And Rewards Representative
PC Financial
06.2019 - 01.2021
Master In Financial Innovation And Technology -
Queen's University
Bachlor In Hospitality And Tourism Management -
CAPE BRETON UNIVERSITY
Bachelors In International Economics And Tradeness -
Shanghai Maritime University
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