Jimmy Li
Toronto,ON
Summary
Talented Manager with strong team leadership, planning and organizational skills built around a successful 10 year career in Pricing Operations. Effective leader and problem solver dedicated to streamlining operations to decrease cost and promote organizational efficiency. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
11
11
years of professional experience
Work History
Manager, Pricing Operations
Royal Bank Of Canada
09.2022 - Current
- Managed and help build two high performing teams by leveraging individual capabilities and strengths.
- Reduced onboarding time of new hires by simplifying and restructuring team tasks, providing up to date
DOPs and training plans to all senior staff and team leads. - Minimized the number of incident reports from 2023 Q3-Q4 by 50% in 2024 Q1-Q2 by implementing new cross training strategies and reducing manual entry on pricing by incorporating daily cleanup.
- Enhanced client satisfaction by resolving queries promptly, maintaining open lines of communication, and high-quality service delivery which reflected in positive client scorecards in 2024
Team Lead, Pricing Operations
Royal Bank Of Canada
01.2019 - 09.2022
- Provided oversight and support to a team of Pricing Analysts focusing on security pricing and client instructions which impact valuations and client statements.
- Maintained zero pricing errors throughout the year of 2022 within our International clients.
- Ensured over 200,000 securities are priced and delivered daily downstream to various RBC applications (W360, IPS, Trust, Global Plus, Milvus) in order to meet client needs.
Pricing Analyst/Senior Pricing Analyst
Royal Bank Of Canada
04.2014 - 01.2019
- Responsible for verifying and confirming with vendors and other pricing sources all pricing data not meeting required tolerance levels of the entire database.
- Developed strong analytical and financial skills by analyzing and approving reports generated for all pricing activities from a centralized database as well as individual pricing platforms.
- Provided high level of service by responding to all client inquiries within a reasonable timeframe in order to maintain RBC's image and strengthen client retention.
- Provided training to new team members on best practices in pricing analysis and strategy development, fostering a culture of continuous improvement.
Education
Bachelor of Technology - Graphic Communications Management
Toronto Metropolitan University
Toronto10.2013
Skills
- Team Leadership
- Excellent verbal and written communications
- Staff Management, Training, and Development
- Managing Operations and Efficiency
- Proficient in MS Excel
- Strong Understanding of Bloomberg
Projects
EDM Project 01/2024 - Current
- Facilitating to onboard the new Securities Master and Pricing System (Enterprise Data Management) to replace RBCs current Central Pricing System (CPS).
- Collaborated with RBC Consultants and worked alongside the Project Managers and Developers to understand our pricing needs and provided details of our day to day operations.
- Working closely with our Pricing Project Specialist to replicate and enhance our daily operations in the new EDM system including the mapping and testing of all necessary processes.
CPS Mpower Connectivity Project 11/2022- 06/2023
- Mapped over 2000 client specific securities across all RBC clients to bridge the connection between RBCs pricing and accounting systems.
- Helped create the framework to differentiate between master and fund level pricing for each RBC client.
- Improved SLA deliverables to a large number of clients by releasing pricing valuations 15-20 minutes
earlier via client dashboard.
Timeline
Manager, Pricing Operations
Royal Bank Of Canada
09.2022 - Current
Team Lead, Pricing Operations
Royal Bank Of Canada
01.2019 - 09.2022
Pricing Analyst/Senior Pricing Analyst
Royal Bank Of Canada
04.2014 - 01.2019
Bachelor of Technology - Graphic Communications Management
Toronto Metropolitan University
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