Tai Q. J.
Foreign Exchange Treasury Operations Specialist, Assistant Vice President @IDB Bank
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WORK HISTORY
Foreign Exchange Treasury Operations Specialist, Assistant Vice President @IDB Bank
New York, NY, US
Expertly manages FX and Currency Option trade processing and confirmation, ensuring regulatory compliance, resolving discrepancies, and facilitating seamless execution.* FX Risk Management: Assisted in managing FX risks and supported the development of hedging strategies to mitigate currency exposure.* Liquidity & Cash Management: Monitored FX liquidity and cash flows, ensuring efficient fund utilization for daily operations and short-term funding needs.* Trade Management & Lifecycle Support: Managed the end-to-end FX trade process, including trade capture, reconciliation, confirmation, settlement, and post-settlement activities, ensuring accuracy, compliance, and timely execution.* System Testing & Process Enhancement: Contributed to system upgrades and participated in system testing to ensure proper functionality. Led process improvements to enhance operational efficiency and accuracy in FX trading.* Cross-Functional Collaboration: Worked closely with front office, back office, and treasury teams to resolve discrepancies, optimize trade execution, and ensure smooth operations.
EDUCATION
Peirce College
Bachelor of Science - BS, Accounting and Finance
Year Up United
Information technology
Peirce College
Information Technology
ABOUT TAI Q. J.
Accomplished AVP in FX Trade Operations and Lifecycle Management with a proven track record in FX trade execution, affirmation, confirmation, and settlement, specializing in the treasury sector. Recognized for driving efficiency, precision, and delivering exceptional client service, I am adept at managing high-volume trades and implementing advanced automation to optimize operational processes.With a strong foundation at JPMorgan Chase, where I advanced from FX Operations Intern to Trade Lifecycle Specialist, I led the integration of automation, risk mitigation strategies, and comprehensive reporting initiatives, consistently enhancing operational performance and minimizing risk.A graduate of Year Up Greater Philadelphia, I possess advanced technical skills in Microsoft Excel, Word, PowerPoint, and other Office applications. I am committed to continuous learning, staying ahead of industry trends, and applying emerging technologies to improve FX operations.My dedication to excellence, client satisfaction, and innovative problem-solving positions me as a strategic asset, capable of driving operational success and exceeding organizational goals in a dynamic financial services environment.
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