Ricky Chann
Multi-Asset Portfolio Implementation | Trading & Derivatives Hedging | Multi-Asset Portfolio Management | Investment Manager Due Diligence | Project Management | Relationship Management
- Role
- Treasury Finance Manager at Roche
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Ricky Chann
Highly experienced financial services professional with extensive career in multi asset portfolio implementation, trading, operations, due diligence and investment oversight. Demonstrated track record of delivering exceptional service in the day-to-day monitoring, liquidity management and rebalancing of retail, high net worth and institutional client portfolios. On-boarding and support of new clients, managers and counterparties while ensuring guideline monitoring, regulatory reviews and reporting to various constituents is complete timely and efficiently. Building and maintaining strong business, operations and technology relationships while providing clear and professional communications to all involved. Review and document existing trade related procedures to increasing efficiencies, improve performance, and reduce errors and costs.Expertise includes:• Portfolio Implementation• Multi-Asset Trading• Investment Manager Due Diligence• Project Planning & Implementation• Regulatory Oversight & Reporting• Project Management• Relationship Management• Investment OperationsAvailable to discuss new opportunities, please contact me directly at c••••••@verizon.net
Experience
Treasury Finance Manager
Sep 2025 — Present · Little Falls, NJ, US
Education
East Carolina University - College of Business
Bachelor of Science (BS), Finance
Skills
- Etfs
- Equities
- Portfolio Management
- Fixed Income
- Capital Markets
- Series 7
- Asset Allocation
- Mutual Funds
- Futures Trading
- Fund of Funds
- Derivatives
- Asset Management
- Bloomberg
- Securities
- Investments
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