Alyssa Chen

WORK HISTORY

EDUCATION

SKILLS

ABOUT ALYSSA CHEN

With over 18 years of experience in the financial services industry, including 8 years at TOBAM, a leading French asset management company, I specialize in client service, IT management, and regulatory compliance. As Vice President of Client Experience & IT at TOBAM, I lead external consultants and oversee platforms to register new funds, ensuring data integrity and optimizing portfolio visibility. My role involves delivering superior client service, supporting financial planning, and driving business development initiatives. I collaborate closely with internal stakeholders and the compliance department to mitigate risks and develop innovative solutions that enhance operational efficiency. I also run an internship program, manage high-level client projects, and host diversity events for women and minorities in the workplace. Key Skills: • Client Services • Account Management • Business Development • Operations Optimization • Client Onboarding • Process Improvements • Program Development • Leadership & Training • Recruiting • Performance Planning • Due Diligence • Data Collection • Portfolio Planning • Regulatory Reporting I am passionate about promoting diversity and inclusion in the workplace and have led several successful projects on this topic. My multicultural work environment experience has honed my excellent interpersonal and communication skills. I am fluent in English, French, and Mandarin. I hold a Master’s degree in Strategy & Management of International Business from ESSEC Business School and a certification from the Autorité des Marchés Financiers (AMF) in France. Additionally, I serve as an Ambassador for One Young World and support educational and human rights initiatives through World Vision and France Parrainages.