Jennie M. Chau
Sharon,MA
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
24
24
years of professional experience
Work History
Client Admin Project Analyst, Officer
State Street Bank
06.2021 - Current
- Load contracts agreements and fee schedules to Enterprise Contract Management Solution (ECMS) while ensuring accuracy around the data elements required in ECMS
- Interact and communicate with the other stakeholders to review, analyze, load new and amended contracts agreements and fee schedules into ECMS
- Review and identify control gaps within the existing contracts agreements and fee schedules. Update and correct required ECMS information as needed
- Work on different business units types of contract agreements and fee schedules remediation's projects
- Document specific procedures and training to the Client Admin ECMS Upload team
- Produce and assist ad hoc projects as request
Business Specialist Analyst, Officer
State Street Bank
09.2018 - 05.2021
- Support the delivery of onboarding new clients on to the Performance and Analytics System (PnA)
- Interact and communicate with the client service teams to define, analyze, and document business requirements and specification that encompass performance methodology and calculations, reporting and analytic products
- Document client specific procedures and training of the Production team prior to transition to BAU
- Support and interact with operations personnel and client service teams with the client conversion implementation for Multi Asset Class Solution supported by Solovis Technology
- Interact and communicate with both internal and external teams to ensure on time scalable quality solutions on P&A oriented projects
- Produce and assist client ad hoc projects as request
Performance Measurement Analyst, Officer
State Street Global Advisors
09.2008 - 08.2018
- Supported the delivery of total level and country level performance for developed and emerging countries
- Supported the delivery of Equity Characteristics for all equities accounts
- Calculated and audited daily and monthly performance, dispersion, and characteristic for developed and emerging countries
- Responsible for the validation of accounting data, calculation of rates of return, verification of accurate results, timely delivery of client reporting, and creation of custom reports
- Interacted and communicated with operations personnel, client service team and portfolio management; cross functional project participation, as needed, between Operations, Accounting, Portfolio Management and Client Reporting Group
- Demonstrated problem solving, analytical, and communication skills
- Familiarity with top-tier Hi-Performance system
- Produced and developed ad hoc monthly reports as request
- Effective performance measurement requires an understanding of valuation methodologies and investment guidelines/objectives
Senior Performance Measurement Analyst
Bank of America
10.2006 - 08.2008
- Calculated and audited performance, dispersion, and characteristic information for 30,000 Private Bank accounts
- Calculated and audited performance, dispersion, and characteristic information for 1000 Institutional Columbia Management Group accounts and aggregates
- Produced, reviewed, and analyzed monthly performance reports and ad hoc requests for Advisory Services, Investment Managers, and Retail Marketing in compliance with internal procedures
- Created and calculated of investment composites and blended benchmarks
- Provided performance raw data to Product Management, Marketing, and Private Advisory Services
- Managed relationship with First Rate to identify and analyze issues and solutions to enhance efficiency and integrity of performance related data
Business Support Analyst
Bank of America
06.2005 - 10.2006
- Developed, created and assisted in the analysis of AML Monthly Management Routine Reports
- CMRS Database Administrator for AML, Small Business, and CIE Compliance team
- Developed ad hoc reports as requested
- Participated in projects that impact AML procedural compliance for eCommerce
- Identified potential exposures and opportunities for enhanced AML controls and follow through to resolution
Operations Research Analyst I (AVP)
Bank of America
06.2004 - 06.2005
- Developed and assisted in the analysis of National Help Line Performance Measurement reports, which include Daily, Weekly, and Monthly KPI, Statistics Call Volume, Shrinkage, and Monthly Summary metric reports
- Reconciled weekly and monthly CMS and Totalview Systems to ensure all data are accurate
- Developed and assisted in the preparation of National Helpline monthly scorecards for Agents, Team Managers, and Site Leads
- Developed ad hoc reports as requested
QA/Compliance Specialist II
FleetBoston Financial
06.2001 - 05.2004
- Developed and assisted in preparation of Consumer monthly Risk reports, which included FTE analysis, ATM Over & Short analysis, Tellers Over & Short analysis, RDI analysis, suspense reporting, forecasting and variance analysis reports, overdraft analysis reporting, and charge off reporting
- Tracked and reported Consumer Banking operational Key Performance Metrics
- Assisted on the annual budget reforecast
- Developed reports to assist in the analysis of potential risks and operational losses
- Developed ad hoc reports
Education
Master of Science - Administrative Studies, Financial Economics
Boston University
Boston, MABachelor of Science - Finance, Computer Information Systems
Bentley College
Waltham, MASkills
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Outlook
- Teamwork
- Problem-solving
- Attention to detail
- Problem-solving abilities
- Data collection
- Timelines and milestones
- Quality control
- Analytical skills
Timeline
Client Admin Project Analyst, Officer
State Street Bank
06.2021 - Current
Business Specialist Analyst, Officer
State Street Bank
09.2018 - 05.2021
Performance Measurement Analyst, Officer
State Street Global Advisors
09.2008 - 08.2018
Senior Performance Measurement Analyst
Bank of America
10.2006 - 08.2008
Business Support Analyst
Bank of America
06.2005 - 10.2006
Operations Research Analyst I (AVP)
Bank of America
06.2004 - 06.2005
QA/Compliance Specialist II
FleetBoston Financial
06.2001 - 05.2004
Bachelor of Science - Finance, Computer Information Systems
Bentley College
Master of Science - Administrative Studies, Financial Economics
Boston University
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