Verified recordFinancial Services

Kathy Yuen

Assistant Vice President at Yunfeng Financial Group

Based in Hong Kong

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Seniority

Vp

Department

General Business & Management

Location

Hong Kong

Industry

Financial Services

Company size

73

Contact information

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Email

1 credit

k•••••••@yff.com

Phone

5 credits

+852 ••• •••• ••••

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Background

About Kathy Yuen

15 years solid experience in Fund operation and administration, and portfolio valuation reporting- Validate the trade processing and trade settlement issues - Proficient in reconciling NAV valuation and verify corporate action events - Prepare annual reports for the public fund which authorized by SFC in annual basis - Provide training to Junior staffs and provide operation support to the investment teams - Solid experience in trade execution (HK, US, Taiwan and china market) in timely and accurately manner - Experience in equity, future, bond transaction, valuation and settlement - Bilingual in English and Cantonese, Fluent in Mandarin - Holding SFC license Type 9, able to perform dealing on securities - Control and task oriented, excellent attention to detail and ability to multi tasking - Able to work independently and under the pressure

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Kathy Yuen Email & Phone Number @ Yunfeng Financial Group | Kipplo Discover