Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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Guy Ling

London

Summary

Experienced Implementation Project Manager with 12+ years in the financial sector, including fund accounting, middle office operations, performance analysis, and FP&A business partnering. Part-qualified accountant with expertise in trade management and NAV calculation. Transitioned into technology roles over the past 6 years, specialising in systems implementation for OMS, portfolio management, fund accounting, regulatory reporting, private debt/credit, and data migration. Demonstrated expertise in managing projects for wealth managers, asset managers, and private equity funds, focusing on SDLC, client engagement, and technical project management.

Overview

12
12
years of professional experience

Work History

Technical Implementation Project Manager

Hazeltree
01.2023 - 12.2023
  • Spearheaded an innovative SaaS-based private debt management tool that centralised oversight for 100+ credit facilities, resulting in enhanced visibility and a reduction in manual data entry errors by 50%.

Senior Consultant

Sionic
08.2022 - 11.2022
  • Introduced a centralised document-sharing system for meeting minutes and action items, enhancing access for over 20+ stakeholders and leading to better stakeholder engagement and increased clarity on project objectives across 5 different teams.

Senior Technology Consultant

Suisse Tech Partners
05.2022 - 08.2022
  • Developed and integrated trade reconciliation and dynamic reporting functionalities into PMplus; Over 5 clients adopted these enhancements, streamlining operations and improving overall reporting efficiency.

Senior Technology Solutions Analyst

Vitech Systems
12.2018 - 04.2022
  • Produced intricate technical specifications that supported the development of a new software module, enabling the team to deliver features that contributed to a 50% increase in user engagement within the first quarter.

Technical Change Business Analyst

DPI
03.2017 - 11.2018

Finance Business Partner (FP&A)

WTW
10.2016 - 12.2016

Portfolio Valuation, Performance Analyst

Pantheon Ventures
01.2016 - 08.2016

Real Estate Fund Accountant Supervisor

J.P. Morgan
06.2015 - 12.2015

Fund Accountant

Marshall Wace
03.2015 - 04.2015

Real Estate Fund Accountant

J.P. Morgan
06.2014 - 11.2014

Fund Controller

Samena Capital
01.2013 - 12.2013

Financial Analyst

ACPI Investment
01.2012 - 12.2012

Education

ACCA (Part-Qualified) -

BPP University

Skills

  • Project Management
  • Client Engagement
  • SDLC
  • System Configuration
  • User Acceptance Testing (UAT)
  • Data Migration
  • Fund Accounting
  • NAV Calculation
  • Performance Analysis
  • FP&A Business Partnering
  • SAP
  • Oracle iLevel
  • Private Debt System V3locity (Vitech)
  • Python (Beginner)
  • English (Native)
  • Mandarin (Native)
  • Cantonese (Native)

Hobbies and Interests

  • Passionate about tennis. Member of a local tennis club. Regularly play club matches and training.
  • A food enthusiast. Enjoy both dining out and spending time in the kitchen to cook all kind of cuisines and entertain friends and family.
  • Avid traveller, favourite destinations include Hong Kong, Key West and Perhentian Islands.
  • Forex trading.

Timeline

Technical Implementation Project Manager

Hazeltree
01.2023 - 12.2023

Senior Consultant

Sionic
08.2022 - 11.2022

Senior Technology Consultant

Suisse Tech Partners
05.2022 - 08.2022

Senior Technology Solutions Analyst

Vitech Systems
12.2018 - 04.2022

Technical Change Business Analyst

DPI
03.2017 - 11.2018

Finance Business Partner (FP&A)

WTW
10.2016 - 12.2016

Portfolio Valuation, Performance Analyst

Pantheon Ventures
01.2016 - 08.2016

Real Estate Fund Accountant Supervisor

J.P. Morgan
06.2015 - 12.2015

Fund Accountant

Marshall Wace
03.2015 - 04.2015

Real Estate Fund Accountant

J.P. Morgan
06.2014 - 11.2014

Fund Controller

Samena Capital
01.2013 - 12.2013

Financial Analyst

ACPI Investment
01.2012 - 12.2012

ACCA (Part-Qualified) -

BPP University

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Guy Ling