Ivy Poa
Senior Treasurer/Manager
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
13
13
years of professional experience
7
7
Certifications
Work History
Senior Treasurer
Alter Domus
03.2025 - Current
- Leading a team on client closing process i.e. spearheading the calculation of equalization rebates, associated interest cost, syndications and coordination with global sales teams.
- Provides strategic support in deal funding, mitigating deal related risk and coordinating resources to address potential roadblocks ahead of time.
- Closed the syndication and funding process for multiple large capped deals
- Assist in the liquidity management of multiple products for all asset classes and any restructuring requirements.
- Leads and supports multiple projects that automated/optimized workflows and leveraged on new technologies to achieve greater security for capital calls.
- Displays the ability to think out of the box, critically and provide creative solutions to navigate legal and operational hurdles.
- Manages the static data repository and payment configurations to enable straight through processing for all payments.
Treasurer
Alter Domus
06.2024 - 03.2025
Treasurer
Partners Group
01.2023 - 05.2024
Junior Treasurer
Partners Group
09.2020 - 01.2023
Senior Wealth Planning Manager (Associate)
DBS BANK
09.2018 - 12.2019
- Actively acquire onshore client relationships through cold calls, roadshows & referrals
- Provide financial advices to clients through offering wealth management solutions, such as insurance, unit trusts and housing loans.
- Work closely with a team to manage clients' portfolio and perform financial analysis.
- Play an active part in planning campaigns across and within the branch.
- Develop and strengthen long-term relationships with clients.
- Achievements: Consistently over achieved all score card targets across sales, ethics, service and compliance.
Operations Analyst
KGI Futures (Singapore) Pte Ltd.
08.2015 - 06.2017
- Perform reconciliation and resolve trade breaks between brokers and clients
- Liaise with treasury/finance department for Withdrawal & Remittance of funds
- Liaise with dealers on physical delivery trades prior expiration
- Review and claim monthly interest charged by broker
- Handles large position reporting to exchange (CME, CFTC)
- Performs settlement for in house system
- Handle registration, allocation, acceptance of trades and physical delivery product
- Forex fixing and netting
Customer Service Officer (Call Centre)
Great Eastern Life
03.2012 - 01.2014
- Worked in Call Centre of Customer Service Department
- Attend Inbound calls from policyholders and agents on insurance products
- Ensure a good follow through of customer's requests
- Liaise closely with back-end teams on policy status/details (policy claim status)
- Manage customer feedbacks/complaints with a good closure within allocated turnaround time
- Comply with internal policies, procedures and the relevant laws and regulations
Education
BSC - Banking and Finance
University of London
Diploma - Business Information Technology
Temasek Polytechnic
Skills
- Liquidity management
- Risk assessment
- Financial analysis
- Project management
- Analytical Thinking
- Managing Change
- Team building/planning
- SQL(basic)
- Tableau
Certification
Complete Python Bootcamp
Personal Information
- Age: 33
- Nationality: Singaporean
Timeline
Senior Treasurer
Alter Domus
03.2025 - Current
Treasurer
Alter Domus
06.2024 - 03.2025
Treasurer
Partners Group
01.2023 - 05.2024
Junior Treasurer
Partners Group
09.2020 - 01.2023
Senior Wealth Planning Manager (Associate)
DBS BANK
09.2018 - 12.2019
Operations Analyst
KGI Futures (Singapore) Pte Ltd.
08.2015 - 06.2017
Customer Service Officer (Call Centre)
Great Eastern Life
03.2012 - 01.2014
Diploma - Business Information Technology
Temasek Polytechnic
BSC - Banking and Finance
University of London
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