Jessica Liao
Senior Manager - Business System Analysis
- Role
- Senior Manager - Business System Analysis at Charles Schwab
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Jessica Liao
A technical project lead and business analyst with extensive experience in software…
Experience
Senior Manager - Business System Analysis
Sep 2020 — Present · San Francisco, CA, US
Project lead for composite performance system migration from CAPS to FactSet GIPS platform for Schwab managed accounts (covering ThomasPartners Strategies, Windhaven Strategies, TD Ameritrade, Personalized Indexing, Wasmer Schroeder Strategies, USAA and Schwab Managed Portfolios)• Performed business system analysis for Investment Risk reporting for 40 Act Funds
Education
University of Toronto
Bachelor’s Degree
University of Warwick - Warwick Business School
Master’s Degree
Skills
- Fx
- Valuation
- Derivatives
- Financial Markets
- Financial Modeling
- Pricing
- Quantitative Finance
- Vba
- Structured Products
- Market Data
- Rad
- Business Strategy
- Business Analysis
- Project Coordination
- Project Engineering
- Project Implementation
- Equity Derivatives
- Fx Options
- Rates
- Trading Systems
- Banking
- Fixed Income
- Investment Banking
- Visual Basic for Applications (Vba)
- Requirements Gathering
- Project Management
- Product Development
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.