. Responsible for RRIS (Regulatory Reporting Integrity System) clean-up projects: organizing bank regulatory system reports; communicate with the report makers/owners/checkers within the branches, and record the details and requirements of each report.

. Manage routine/ad-hoc regulatory reports, send reminders and collect info from data providers; . Consolidate all inputs and have a preliminary review to identify any missing /mistakes against the requirements; . Manage to upload the sales' rev data in the timely manner; . Co-work with tech colleagues, and achieving the Phase I in Term sheet automation.

. Fund Operations: mainly responsible for private fund transfer business; supervision and audit work, implementation of fund operation internal control system, rules and regulations; . Business Handling: CBS system transaction maintenance; Using TA system to query customer transaction information, carry out quarterly transfer self-examination, assist financial planner to improve customer PI expiration, risk measurement expiration, implementation of anti money laundering, KYC information; . Document management: transaction connection, contract printing, form printing, duration material collection and delivery; account opening documents, transaction forms, contracts and other files recovery, transfer, file system operation.

. Policy monitoring: master the fund industry regulations, policies, important professional and business information trends; . Platform management; update China Fund Association Asset Management Platform, Private Fund Information Disclosure Backup System, China Foundation Association Employees Platform, Fund Industry Association Distance Learning Platform.

Master in International Finance

Upper second degree