Jocelyn
Senior Financial Executive | MBA in Finance & Economics
796 Lorenzo Mountain, 19901, New York, US.About
Highly accomplished financial executive with an MBA from Columbia University, specializing in Finance and Economics. Proven leader with extensive experience across banking, asset management, family offices (including a top-tier global firm), hedge funds, private equity, and reinsurance. Adept at driving strategic initiatives and optimizing operations within multinational financial institutions, with a strong focus on technology, operations, compliance, risk management, and governance.
Work
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Summary
Held a key leadership position at Mousse Partners, recognized as one of the top ten global family offices, contributing to strategic financial management and operational excellence.
Highlights
Provided strategic leadership within a top-tier global family office, overseeing significant capital allocation and investment strategies.
Managed complex financial operations and portfolio oversight across diverse asset classes.
Implemented robust governance frameworks to ensure operational efficiency and risk mitigation.
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Summary
Served in a leadership capacity at D.E. Shaw, a prominent global investment and technology development firm known for its quantitative strategies.
Highlights
Contributed to the strategic direction and operational efficiency within a leading hedge fund.
Drove initiatives focused on technology integration and operational improvements to support trading and investment activities.
Ensured adherence to complex regulatory and compliance standards in a high-stakes financial environment.
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Summary
Held significant leadership roles within JPMorgan Chase, a leading global financial services firm, with responsibilities spanning banking and asset management.
Highlights
Led critical functions across banking and asset management divisions within a multinational financial institution.
Managed and optimized operations, ensuring high standards of efficiency and service delivery.
Developed and enforced compliance and risk management policies to safeguard institutional assets and reputation.
Languages
English
Native
Mandarin Chinese
Proficient
Skills
Financial Management
Banking, Asset Management, Hedge Funds, Private Equity, Family Office, Reinsurance, Investment Strategies, Capital Allocation.
Leadership & Strategy
Strategic Planning, Executive Leadership, Organizational Development, Team Leadership, Cross-functional Collaboration.
Operations & Technology
Operational Excellence, Process Optimization, Technology Integration, FinTech, System Implementation.
Risk & Compliance
Risk Management, Regulatory Compliance, Governance, Internal Controls, Financial Regulations.