Chen Hao
Investment Associate @Scotiabank
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WORK HISTORY
Investment Associate @Scotiabank
Toronto, ON, CA
Lead daily reconciliation of 200+ equity/fixed income trades with prime brokers, resolving discrepancies in cash positions, corporate actions, and trade affirmations to ensure T+1/T+2 settlement accuracy.• Design Power BI dashboards to monitor fails-to-deliver and CSDR penalties, mitigating $50K+ in potential fines by proactively addressing settlement exposures.• Partner with fund of fund (FoF) clients investing in firm-managed funds to validate trade workflows, generate exception reports, and streamline post-trade communication, reducing manual follow-ups by 25%.• Act as liaison between PMs, traders, and custodians to verify NAV accuracy and corporate action processing for $500M AUM
EDUCATION
The Ohio State University
Bachelor of Science - BS, Financial Mathematics
Schulich School of Business - York University
Master of Business Administration - MBA
ABOUT CHEN HAO
With 3 years of professional experience and an MBA from York University, I am actively…
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