KENNETH J. WONG

516-***-**** ( acd3p3@r.postjobfree.com ( www.linkedin.com/in/kennethjwong

Executive Summary

Financial Services Professional with expertise in implementation of multi-

asset class allocations and portfolio restructures. Execution and

operational experience in developed and emerging equity markets, fixed

income, and foreign exchange. Solid understanding of multiple investment

products: Mutual Funds, Exchange Traded Funds, Commingled Funds, and

Separate Accounts.

Professional Experience

J.P. MORGAN CORPORATE & INVESTMENT BANK, New York, NY / London, UK

Quality Metrics - Senior Associate August 2013 - Present

Global Lead for Quality Management Reporting. Partnered with businesses for

production and enhancements to client onboarding performance metrics used

by senior management for better supervision of their regional teams.

Portfolio Transition Management - Senior Associate October 2010 - August

2013

Managed the end-to-end execution of $15B in global asset sales and

purchases while maintaining market and currency exposure for clients.

Single contact point for legal documentation, project plans, trading, and

settlement updates. Previously supported middle and back office

requirements before promotion to Senior Associate.

Accomplishments:

. Executed trading strategies previously discussed with clients during

the bidding process to accomplish their investment allocation objectives

while managing market risk and cost.

- Opportunistically trading assets with the greatest risk to the

portfolios.

- Managing cash flow with simultaneous buys and sells to minimize

market risk.

- Hedging portfolios to maintain continuous market exposure.

- Crossing trades to attract liquidity and reduce market impact.

. Coordinated numerous beneficial system improvements, including:

- Partnered with global Product Managers to redesign a multi-asset

post-trade report by enhancing user -friendliness to address

negative client experience.

- Reduction of foreign exchange errors by engineering Excel workbooks

to automate multiple reports.

. Achieved critical audit pass (following audit fail year prior to my

tenure) by strong Audit and Risk procedures around on-boarding clients,

monitoring settlement, reconciling and transferring assets.

Treasury Services and Investor Services Rotational Program - Analyst

September 2008 - October 2010

Performed four six-month rotations through Securities Lending, Private

Equity Funds Services, Core Cash Management, and Financial Institution

Strategy.

Accomplishments:

. Constructed a model on the Investment Desk projecting the impacts on a

portfolio's net asset value and yield due to changes in interest rates.

Education Certifications Languages

Bachelor of Arts, University of Michigan, Ann Arbor, MI (Major: Economics;

Minor: Chinese) April 2008

. Michigan Interactive Investments

- Placed # 2 of 20-30 teams for two consecutive years in British

Petroleum's Integrated Supply and Trading simulation with returns of

86% and 81%, respectively.

Series 7 and 63 licensed

Fluent Cantonese and Basic Mandarin

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