Roberto Chong
VP - Management Consulting,
Financial Services and Program Administration
516-512-0439
877-261-6341
roberto.chong@iglassconsulting.com
Mr. Chong is a Project
Manager/Sr. Business Analyst with over twenty years delivering projects
in the Banking and Financial Industry. Experienced in software
development, migrations,
system implementations
& integration, infrastructure and vendor selection.
He has a thorough knowledge of market risk, compliance, services and
processes; outsourcing, staff training, coaching, supervision and establishing,
maintaining excellent client relations. Skilled in analyzing processes with the
objective of reducing risk, increasing profitability, reducing cost and
improving capacity for growth. Fluent
in Spanish and conversational Portuguese.
Areas of Focus
Extensive
international and USA domestic experience
in Banking Operations, Digital Banking, AI,
DB, PB, Asset, Wealth, Cash, Trade Finance, Compliance, Collateral
Management; Equities, E-Commerce,
Risk Management, Settlement, Fixed
income, OTC, Derivatives, Treasury, FX, Money Market and Lending
Technology
:
Package familiarity includes Temenos, ServiceNow,
IBM, Unix, SWIFT, CHIPS, MS Office (including VBA, functions, and macros); SAP Bank
Analyzer, SAP Banking Services, SAP ECC (GL) and SAP HANA.
Accomplishments
Program
Management for development of new applications and global data integration for
Resources Management Consolidation for a Tier 1 US Bank, managing stakeholders
in 60 countries.
HANA
Enterprise Cloud LATAM Deployment Manager. Implementing the Bank Analyzer for loans, deposits,
credit cards, treasury and derivatives, Banking Services (BaS) and
GL (ECC). Successfully delivered the program ahead of schedule with no
significant defects. Systems Integration Testing Manager for Reconciliation solution across related
SAP systems.
Managed
the migration of $1 Trillion in global collateral for a Tier I US Bank across
15 legal entities globally in the main
financial markets covering
PB, deposits, fixed income, loans, payments, OTC trades, derivatives, options,
FX, equities, collateral from legacy systems to new platform. Supported the new
Dodd Frank Legislation
Management of core banking (Temenos)
implementation projects. Including design and documentation of business processes and operational workflows
(functional and technical) including interfaces to optimize S.T.P. Customer
Profiling and numerous products - Cash Management, Fixed Income, Trade Finance, Treasury,
FX, Options, CM, Commercial/Mortgage Loans, Teller, Money Market, Risk
Management: Counter Party Risk Front to Back Office. BI reporting on
financials, regulatory, analytics, etc.
Managed alliance partners, product
direction, RFIs and RFPs integrating and eliminating redundant systems.
Successfully established allied outsourcing
of services. Managed Agile and Waterfall projects, migrations, SIT, Deployments and UAT. Client engagement at multiple levels in the US, Mexico, UK
and Japan.
Business analysis in Wealth management
for a Tier I global bank, Manager of 18 mutual funds, trade finance, CM, margin
accounts, cash letters, fixed income, checking, investments, FX, Options, cash
management, risk management, settlements, etc. Improved procedures and
processes for profitability and capital cost allocation. Design of Web based front end for clients to self
execute trades. Led the development and implementation of a new front-end
system for Portfolio Managers meeting and exceeding corporate goals.
At a
Tier 2 US Bank, implemented a new commercial loan application and mortgage
processing systems. Customer Profile, Teller, Loans, Confirmations, (CHIPS,
FED, SWIFT, ACH), Account Opening, Investments, Internal/External Risk
Management, Wealth Management, Fixed Income (Bonds), Equity (Shares), Money
Market, Cash Management, Securities, Options, Corporate
Accreditations
PACE
UNIVERSITY-NY: BA in
Banking and Economics,
Associate degree-Major in I.T. and
Accounting Concepts & Techniques ; SANTA MARIA
LA ANTIGUA UNIVERSITY-PANAMA: BA Banking & Economics
CERTIFICATIONS/LICENSE: Professional Scrum Master, PM
CERTIFICATE –PMP – PMI; PROJECT PLANNING AND CONTROL: OFFICE OF
FAIR TRADING – UK Certified Mortgage Advisor;
FINANCIAL SERVICE AUTHORITY – UK Certified Asset
Manager and Advisor;
NY Life: Life and
Health Insurance Licensee – New York State
TRAINING: SAP ACADEMY: ASAP, Cloud, HANA, Project
Management
THE
SALES CONSULTANCY: Enterprise Selling Process
