Stakeholder Management: Act as the primary point of contact for existing LPs, providing high-touch reporting and transparency regarding fund performance and special situation workouts.
Product Development: Partner with the investment team to bridge the gap between market demand and fund strategy, providing input on new fund structures and co-investment opportunities.
Strategic Positioning: Craft the overarching narrative of the fund, articulating complex credit strategies and the nuances of the US-Asia tech bridge to sophisticated investors.
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Support different teams by handling ad-hoc data requests and providing clear, simple, and meaningful summaries of data, including insights generated from analytics and AI models.
Help improve reporting processes by identifying opportunities for automation, including the use of AI to enhance efficiency and decision-making.
Assist in validating data accuracy and ensuring consistency between reports, source systems, and outputs from analytical models, machine learning models, and AI systems where applicable.
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Assist in designing the system’s UI/UX, creating mock-ups or prototypes to ensure software is intuitive, user-friendly, and meets design standards.
Work closely with the Project Manager and software development team to prioritize testing activities and ensure project deadlines are met.
Design and execute test scripts, perform functional, regression, and performance testing, and verify that software meets business requirements, quality standards, and compliance requirements.
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Credit Approval and Underwriting (Secured Lending) o Lead the credit approval function for secured lending products, which encompass Mortgages, Premium Financing, and Investment Loans. o Possess in-depth knowledge of property financing guidelines, including Loan-to-Value (LTV) ratios and Debt Servicing Ratio (DSR) computations o Evaluate credit applications secured by various assets, ensuring proper collateral valuation and legal enforceability o Manage exceptions and deviations from standard policies for secured products, seeking higher approval where necessary
Team Leadership and Development o Lead, mentor, and develop a team of Credit Risk Managers and Credit Approval Officers o Foster a culture of continuous learning and adherence to best practices in credit assessment and risk management. o Conduct performance reviews and provide ongoing feedback to team members.
User Acceptance Testing (UAT) and System Enhancements o Lead and manage User Acceptance Testing (UAT) plans for system changes and new credit system implementations, such as enhancements to VisionPlus (for Credit Cards and Unsecured Loans) and LEAPS (for Mortgage and Auto Loans) o Collaborate with Technology & Operations (T&O) and other relevant departments to ensure new systems and changes meet business and risk requirements o Provide input and expertise for the development and refinement of credit decision engines and application processing systems
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