Summary
Overview
Work History
Education
Skills
Websites
LANGUAGES
Timeline
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MUHAMMAD AMAR REZA MOHDJAMIL

MUHAMMAD AMAR REZA MOHDJAMIL

Bandar Baru Bangi,Bandar Baru Bangi

Summary

Accomplished Assistant Manager with in-depth experience consistently rising through ranks. Dedicated to complete knowledge of company products and values for optimized processes within the team.

Overview

5
5
years of professional experience

Work History

Assistant Manager

CACEIS Malaysia
09.2023 - Current
  • Led cross-functional teams to enhance operational efficiency and streamline processes between Dealing and Static Data team. Managed the day-to-day activities of the team including validation.
  • Developed and implemented training programs for junior staff, fostering skill development and knowledge retention. Objectively, increased team competency level and Key Performance Indicator (KPI)
  • Documented and regularly share activities and projects with the Team and line managers according to the processes/procedures in force and the required
    protocols and alert line managers if difficulties are encountered or anticipated. Successfully launched SWIFT project and managed to increase the Straight-Through-Process (STP) rate by 10% for dealing team to decrease manual workaround in 2 months time.
  • Coordinated client communications, ensuring timely resolution of inquiries and enhancing customer satisfaction. Led transfer project from the client to ensure
  • Being a teams’ “go to” personnel in matters related to Static Data & Dealing while coaching the team from time to time. Knowledge shared and coached team member for bespoke process and dealing issues handling.
  • Managed project timelines and deliverables, aligning team efforts with organizational goals. Coordinated team member with segregation of task to meet project due dates.

Senior Fund Analyst

MFEX by Euroclear
02.2022 - Current
  • Reviewing and validating account opening request / fund setup request for team members following fund specificity, procedures and checklist to evade any future dealing issues that will affect client expectation.
  • Escalating account opening request for the team members to the Fund Managers & TA when blocking point raised by the complex TA to ensure the account open in timely manner in connection to the SLA.
  • Responsible to resolving cash break issues which related to the account compliance status and report to the Oversight team.
  • Managing team efficiency and effectiveness to achieve ‘Green Rating’ on Monthly basis for KPI.
  • Analyzing and identifying knowledge gap between team member based on competency matrix and provide knowledge support to establish positive development progress for the team member.
  • Ensuring that escalation protocol is followed and to assist the Supervisor/Manager of the team.

Fund Analyst

MFEX by Euroclear
02.2020 - 02.2022
  • Responsible for establishing a relationship with Transfer Agents to allow fund investment trading for the clients. Managing TA account opening for underlying clients, considering different TA procedures and SLA including review of AML and KYC requirements on TA account.
  • Creating and Reviewing the Standard Settlement Instruction in the system based on procedure. Ensuring that checklist and procedure are adhere at all times by team members.
  • Perform In-depth review when handling dealing and processing complex issues based on cases. Dealing with tight fund cut-off to achieve client intended trade date.
  • Processing Ad-hoc task successfully with minimal supervision such as Change of Transfer Agent, Merger, Distribution List, Anti Money Laundry issues, Wishlist Project, Dividend policy, Agent code and etc.
  • Ensuring that all errors is avoided and risk is mitigated across the processes.
  • Prepare Monthly Deck for the team to conclude monthly fund events and submit to supervisor. Ensuring that escalation protocol is followed and to assist the Supervisor/Manager of the team.
  • Liaise with the Client Representative and Transfer Agent for Ad-hoc queries in a timely and professional manner.
  • Investigating email queries and responded on a timely manner. Identifying and challenge non-standard/exception-based processes to ensure a thorough risk assessment has been completed with corresponding controls in place prior to implementation.
  • Engaging with various internal team and business stakeholder to develop effective solution and looking for ways to innovate to expand service capabilities.
  • Arranging training and coaching for the new joiners of the team to ensure the new team member perceive the knowledge and the process flow of account opening.

Education

Master of Science - Accounting And Finance

University of Lincoln
Lincolnshire, United Kingdom
09.2019

Bachelor of Science - Finance

Universiti Teknologi Mara
Selangor, Malaysia
03.2018

Skills

  • MS Office
  • Data Input
  • Team motivation
  • Decision-making
  • Problem-solving
  • Staff training and development
  • Task delegation

LANGUAGES

English - Proficient
Bahasa - Native

Timeline

Assistant Manager

CACEIS Malaysia
09.2023 - Current

Senior Fund Analyst

MFEX by Euroclear
02.2022 - Current

Fund Analyst

MFEX by Euroclear
02.2020 - 02.2022

Master of Science - Accounting And Finance

University of Lincoln

Bachelor of Science - Finance

Universiti Teknologi Mara

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MUHAMMAD AMAR REZA MOHDJAMIL