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RESUME
Contact Details
Name: Nicle Hui Yang
Address: 31 Skylark Circuit Bella Vista NSW 2153
Mobile: 0469 936 388
Email Address: nicle.yang@gmail.com
Career Objectives
I am seeking a manager role that I can add value to the organisation by utilising my solid
experience and skills gained from my past work, while providing me with the opportunities to
see bigger pictures.
Employment History
AMP Capital Investors Limited
Title/Position: Team Leader, Static Data & Asset Valuation (previously known as Data
Management)
Period: May 2008 – Current
Responsibilities: Provide guidance and support to the team in completing the following team
functions and activities with accuracy, completeness and on a timely basis:
• Data Management:
• Validation and cleansing of market data received from data vendor sources
inclusive of static data and end of day pricing
• Review and verification of modified data recorded within the data warehouse
and other in-house systems; and
• Set up and validation of new security, issuer, entity, benchmark and broker
static data within strategic systems
• Maintain system mappings to ensure smooth interactions between various
systems both internal and external.
• Review and sign off of custody and broker account opening documentation.
• Work closely with Transition team and Product team on setting up internal
systems to ensure smooth transition/launch of new mandates/funds.
• Review IT batch reports on a daily basis and address issues which cause
data/file load failure into AMPCI systems in a timely manner.
• Reconciliations:
• Assist team members with resolution of reconciliation queries
• Oversee reconciliation process and ensure all reconciliations completed
accurately before markets open
• Work closely with IT support for system enhancement
• Valuations and Asset Pricing:
• Review and approve output from valuation models;
• Review and sign off of investigated items detailed on Pricing Reports – Stale
Pricing, Price Tolerance, Missing Price and Vendor Price Compare
• Respond to escalations from our primary service provider.
• Coordinate maintenance of the Price Source Agreement and Manual Price List
with administrator
• Provide support in reviewing suspended/delisted/illiquid securities and
applying fair values
• Projects:
• Facilitate the AMPCI New Instrument Process, engaging internal and external
stakeholders to analyse risks, discuss operation model, identify requirements,
conduct tests and update documentation etc. Responsible for the
implementation of New Instruments across AMPCI trading platforms.
• Undertake ad hoc small projects within the team and oversee the progress of
the projects undertaken by other team members. Provide guidance and support
to the team when needed.
• Work closely with project managers on various projects as a stakeholder.
Attend regular project meetings on behalf of the team.
• Reporting:
• Provide support and sign-off for substantial share holdings reports to stock
exchanges in AU, NZ and UK.
• Provide assistance to audit, clients and other external parties when required
• Work closely with IT and downstream system users to identify
issues/requirements and work out solutions to enhance client reporting
• Leadership:
• Lead a team of 8 analysts and support them in their daily roles, particularly
where escalation of issues occur
• Work with the analysts to ensure sufficient coverage of tasks and cross
training in various functions across the team
• Provide feedback on team performance, conduct performance reviews and
assist with the training and development of team members
• Have regular one-on-one meetings with each team member
• Contribute to the scoping, designing and developing of efficiencies and
improvements to the Investment Operations function systems and processes by
raising problems, investigating issues, performing testings and signing off
solutions provided.
• Contribute to business enhancement by creating, amending and reviewing
procedures, openly communicating with the team on a day-to-day basis, initiating
discussions in regular team meetings
• Provide support in maintaining a continuous improvement mindset and
eliminating risks to the business created through non-adherence to policies and
procedures. Conduct team self-assessments on a monthly basis to identify
operational risk and errors.
• Provide support to the front office investment management processes and liaise
effectively with external/internal service providers.
• Order office supplies for the Strategy and Operations department ensuring the
procurement is within the budget
Achievement: independently completed many projects in relation to AXA takeover, heavily
involved in UAT and PVTs for system upgrades, enhancement and new systems
implementation. Took on recruitment process and hosted job interviews when manager was
away.
Bank of Sydney (previously known as Laiki Bank Australia Limited)
Title/Position Credit Administrator/Senior Settlement Officer
Period July 2005 – May 2008
Responsibilities
• Liaise with solicitors, lenders/brokers, credit risk management team and treasury team
to organise timely settlement in line with credit guideline
• Monitor general ledger in regards to loan settlement, reconciliation and preparing
monthly report
• Manage loan process from documentation to settlement for residential mortgages,
personal lending and commercial loans.
• Process progress drawdown, discharge, loan variations, consents to lease, subdivision
and demolition etc.
• Mentor new staff and crossing-train other team members.
• Assist with credit custody, create and manage security packets.
Achievements: Designed settlement calculation templates and checklists for daily process use.
HSBC Bank Australia Limited
Title/Position: Personal Financial Service Assistant
Period: December 2003 – July 2005
Responsibilities:
• Assist account manager in loan documentation, verification, loan variation, mortgage
discharge, liaising with clients and solicitors to ensure smooth communications
• Assist account manager in following up home loan process from documents submission
to settlement
• Customer account maintenance
• Account opening and cross selling including mortgage protection insurance, general
insurance, credit card and margin lending products
Achievements: awarded for having achieved the sales target by 110%. Nominated
Outstanding Staff of the Month. General insurance sales champion in the branch
Standard Chartered Bank, Shenzhen, China
Title/Position: Personal Financial Consultant
Period: September 2002 – August 2003
Responsibilities
• Build and maintain good relationship with small business and consumer clients, manage
customer accounts
• Assist with some product promotion campaigns and projects including home loan in
both local currency and foreign currencies, preparation of new branch inauguration and
seminars.
• Build and maintain extensive relationship with relevant merchants and agencies for
corporation through active contact to expand customer base and enhance banking
service quality and convenience.
• Sell consumer banking products and cross sell corporate banking products
Achievements: Awarded for contribution in the promotion campaigns for new products and
corporation with merchants
United Finance of Japan Bank Limited, Shenzhen, China
Title/Position: Business Promotion Officer
Period: December 1999 – September 2002
Responsibilities:
• Maintain relationship with 22 large-scale enterprises by offering transactional and
consultancy services
• Identify customer’s financial needs and preparing proposals to offer according
banking and financial services/products
• Collect updated information regarding local regulations, customs and taxation, prepare
market updates and newsletters to provide to customers by email or in the form of
periodicals
• Providing interpreting service to key customers and affiliated companies in meetings
and negotiations
• Information custody and internal meeting arrangement
Achievements: achieved effective internal share of information by creating and updating data
management system for the Business Promotion Department. Designed and updated the
weekly/monthly newsletters distributed to clients. Awarded for excellent information service
for both external and internal parties
Skill Summary
Professional Skills
• 8+ year experience in Fund Management industry, 3 year experience in credit/loan
management area, 3 year experience in corporate banking sales and 3 year experience
in Consumer banking customer service. Good working knowledge of Australian &
International equities, derivatives, debt securities and OTC instruments.
• User knowledge of various applications/trading platforms/data warehouse/tools e.g.
Aladdin, Charles River, EaglePace, Bloomberg, SmartStream/TLM, IRESS, My
BusinessIntelligence 4, MITTS, MARS, SSN, IDC, Neolink, Micro Soft Office
applications (Excel, Word, PowerPoint, Outlook etc.), Lotus Notes
• Strong analytical and problem solving skills, with the ability to propose suggestions
which lead to good business outcomes
• quick and keen learner with strong attention to details;
• effective time management and scheduling skills
Interpersonal Skills
• Excellent communicator with solid experience of both external and internal customer
service;
• flexible team player, adaptable for various working conditions and different level of
people;
• People leading skills gained by leading a team of 8
Language Skills
• English – Overall 7.0 of the IELTS
• Mandarin & Cantonese – native speaker
• Japanese – Bachelor's Degree in Japanese, Level 1 (Advanced Level) of the
Japanese Language Proficiency Test administrated by the Japanese Foundation and
the Association of International Education, Japan. Proven skills gained from 4+year
experience of working in Japanese bank and companies
Education/Qualifications
Institution: SkillSoft, Sydney, Australia
Qualification: Certified Associate Project Management (in progress)
Institution: Kaplan Professional Education, Sydney, Australia
Qualification: Diploma of Financial Services (completed 2010)
Institution: Institute of Financial Service Inc., Sydney, Australia
Qualification: Certificate IV in Financial Service (completed 2005)
Institution: Beijing Language and Culture University, Beijing, China
Qualification: Bachelor’s Degree in Japanese Language (Scholarship Awarded) (completed
1998) - Recognized by Department of Training and Education Co-ordination as equivalent to
Australian Bachelor’s Degree
Referees
Maree Mordue
Manager, Data Management, AMP Capital Investors Limited
Contact Number: 0408 619 251

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NiclesResume 2016

  • 1. RESUME Contact Details Name: Nicle Hui Yang Address: 31 Skylark Circuit Bella Vista NSW 2153 Mobile: 0469 936 388 Email Address: nicle.yang@gmail.com Career Objectives I am seeking a manager role that I can add value to the organisation by utilising my solid experience and skills gained from my past work, while providing me with the opportunities to see bigger pictures. Employment History AMP Capital Investors Limited Title/Position: Team Leader, Static Data & Asset Valuation (previously known as Data Management) Period: May 2008 – Current Responsibilities: Provide guidance and support to the team in completing the following team functions and activities with accuracy, completeness and on a timely basis: • Data Management: • Validation and cleansing of market data received from data vendor sources inclusive of static data and end of day pricing • Review and verification of modified data recorded within the data warehouse and other in-house systems; and • Set up and validation of new security, issuer, entity, benchmark and broker static data within strategic systems • Maintain system mappings to ensure smooth interactions between various systems both internal and external. • Review and sign off of custody and broker account opening documentation. • Work closely with Transition team and Product team on setting up internal systems to ensure smooth transition/launch of new mandates/funds. • Review IT batch reports on a daily basis and address issues which cause data/file load failure into AMPCI systems in a timely manner. • Reconciliations: • Assist team members with resolution of reconciliation queries • Oversee reconciliation process and ensure all reconciliations completed accurately before markets open • Work closely with IT support for system enhancement • Valuations and Asset Pricing: • Review and approve output from valuation models;
  • 2. • Review and sign off of investigated items detailed on Pricing Reports – Stale Pricing, Price Tolerance, Missing Price and Vendor Price Compare • Respond to escalations from our primary service provider. • Coordinate maintenance of the Price Source Agreement and Manual Price List with administrator • Provide support in reviewing suspended/delisted/illiquid securities and applying fair values • Projects: • Facilitate the AMPCI New Instrument Process, engaging internal and external stakeholders to analyse risks, discuss operation model, identify requirements, conduct tests and update documentation etc. Responsible for the implementation of New Instruments across AMPCI trading platforms. • Undertake ad hoc small projects within the team and oversee the progress of the projects undertaken by other team members. Provide guidance and support to the team when needed. • Work closely with project managers on various projects as a stakeholder. Attend regular project meetings on behalf of the team. • Reporting: • Provide support and sign-off for substantial share holdings reports to stock exchanges in AU, NZ and UK. • Provide assistance to audit, clients and other external parties when required • Work closely with IT and downstream system users to identify issues/requirements and work out solutions to enhance client reporting • Leadership: • Lead a team of 8 analysts and support them in their daily roles, particularly where escalation of issues occur • Work with the analysts to ensure sufficient coverage of tasks and cross training in various functions across the team • Provide feedback on team performance, conduct performance reviews and assist with the training and development of team members • Have regular one-on-one meetings with each team member • Contribute to the scoping, designing and developing of efficiencies and improvements to the Investment Operations function systems and processes by raising problems, investigating issues, performing testings and signing off solutions provided. • Contribute to business enhancement by creating, amending and reviewing procedures, openly communicating with the team on a day-to-day basis, initiating discussions in regular team meetings • Provide support in maintaining a continuous improvement mindset and eliminating risks to the business created through non-adherence to policies and procedures. Conduct team self-assessments on a monthly basis to identify operational risk and errors. • Provide support to the front office investment management processes and liaise effectively with external/internal service providers.
  • 3. • Order office supplies for the Strategy and Operations department ensuring the procurement is within the budget Achievement: independently completed many projects in relation to AXA takeover, heavily involved in UAT and PVTs for system upgrades, enhancement and new systems implementation. Took on recruitment process and hosted job interviews when manager was away. Bank of Sydney (previously known as Laiki Bank Australia Limited) Title/Position Credit Administrator/Senior Settlement Officer Period July 2005 – May 2008 Responsibilities • Liaise with solicitors, lenders/brokers, credit risk management team and treasury team to organise timely settlement in line with credit guideline • Monitor general ledger in regards to loan settlement, reconciliation and preparing monthly report • Manage loan process from documentation to settlement for residential mortgages, personal lending and commercial loans. • Process progress drawdown, discharge, loan variations, consents to lease, subdivision and demolition etc. • Mentor new staff and crossing-train other team members. • Assist with credit custody, create and manage security packets. Achievements: Designed settlement calculation templates and checklists for daily process use. HSBC Bank Australia Limited Title/Position: Personal Financial Service Assistant Period: December 2003 – July 2005 Responsibilities: • Assist account manager in loan documentation, verification, loan variation, mortgage discharge, liaising with clients and solicitors to ensure smooth communications • Assist account manager in following up home loan process from documents submission to settlement • Customer account maintenance • Account opening and cross selling including mortgage protection insurance, general insurance, credit card and margin lending products Achievements: awarded for having achieved the sales target by 110%. Nominated Outstanding Staff of the Month. General insurance sales champion in the branch Standard Chartered Bank, Shenzhen, China Title/Position: Personal Financial Consultant Period: September 2002 – August 2003 Responsibilities • Build and maintain good relationship with small business and consumer clients, manage customer accounts • Assist with some product promotion campaigns and projects including home loan in both local currency and foreign currencies, preparation of new branch inauguration and seminars.
  • 4. • Build and maintain extensive relationship with relevant merchants and agencies for corporation through active contact to expand customer base and enhance banking service quality and convenience. • Sell consumer banking products and cross sell corporate banking products Achievements: Awarded for contribution in the promotion campaigns for new products and corporation with merchants United Finance of Japan Bank Limited, Shenzhen, China Title/Position: Business Promotion Officer Period: December 1999 – September 2002 Responsibilities: • Maintain relationship with 22 large-scale enterprises by offering transactional and consultancy services • Identify customer’s financial needs and preparing proposals to offer according banking and financial services/products • Collect updated information regarding local regulations, customs and taxation, prepare market updates and newsletters to provide to customers by email or in the form of periodicals • Providing interpreting service to key customers and affiliated companies in meetings and negotiations • Information custody and internal meeting arrangement Achievements: achieved effective internal share of information by creating and updating data management system for the Business Promotion Department. Designed and updated the weekly/monthly newsletters distributed to clients. Awarded for excellent information service for both external and internal parties Skill Summary Professional Skills • 8+ year experience in Fund Management industry, 3 year experience in credit/loan management area, 3 year experience in corporate banking sales and 3 year experience in Consumer banking customer service. Good working knowledge of Australian & International equities, derivatives, debt securities and OTC instruments. • User knowledge of various applications/trading platforms/data warehouse/tools e.g. Aladdin, Charles River, EaglePace, Bloomberg, SmartStream/TLM, IRESS, My BusinessIntelligence 4, MITTS, MARS, SSN, IDC, Neolink, Micro Soft Office applications (Excel, Word, PowerPoint, Outlook etc.), Lotus Notes • Strong analytical and problem solving skills, with the ability to propose suggestions which lead to good business outcomes • quick and keen learner with strong attention to details; • effective time management and scheduling skills Interpersonal Skills • Excellent communicator with solid experience of both external and internal customer service; • flexible team player, adaptable for various working conditions and different level of people; • People leading skills gained by leading a team of 8 Language Skills
  • 5. • English – Overall 7.0 of the IELTS • Mandarin & Cantonese – native speaker • Japanese – Bachelor's Degree in Japanese, Level 1 (Advanced Level) of the Japanese Language Proficiency Test administrated by the Japanese Foundation and the Association of International Education, Japan. Proven skills gained from 4+year experience of working in Japanese bank and companies Education/Qualifications Institution: SkillSoft, Sydney, Australia Qualification: Certified Associate Project Management (in progress) Institution: Kaplan Professional Education, Sydney, Australia Qualification: Diploma of Financial Services (completed 2010) Institution: Institute of Financial Service Inc., Sydney, Australia Qualification: Certificate IV in Financial Service (completed 2005) Institution: Beijing Language and Culture University, Beijing, China Qualification: Bachelor’s Degree in Japanese Language (Scholarship Awarded) (completed 1998) - Recognized by Department of Training and Education Co-ordination as equivalent to Australian Bachelor’s Degree Referees Maree Mordue Manager, Data Management, AMP Capital Investors Limited Contact Number: 0408 619 251