Clara SU
Bitget
1
Certification
9
years of professional experience
Professional in financial sector, bringing comprehensive knowledge of market trends and investment strategies. Proven track record of facilitating successful transactions and formulating effective investment plans. Known for fostering collaborative environments and adapting to dynamic market conditions with ease. Skilled in client relations and financial analysis, ensuring optimal results.
Work History
Broker Operations Manager
1 Year 1 Month- Expanded and managed 600+ broker partnerships by designing incentive mechanisms—including commissions, rebates, and event programs—to enhance user acquisition and retention. Established standardized rebate frameworks and partnership guidelines to improve operational clarity and foster long-term collaboration
- Led cross-functional efforts with Product and Marketing teams to optimize broker-facing tools and onboarding materials, improving service systems and enhancing partner satisfaction
- Conducted comprehensive market analysis to identify lucrative opportunities for clients; analyzed market trends to provide actionable insights, enhancing trading strategies for clients.
- Completed training programs to remain updated and further develop proficiency of important industry information.
Equities Operation Associate
1 Year 7 Months- Spearheaded 0-to-1 project delivery by partnering with IT and business teams to design, develop, test, and launch enhancements to the EQ trading system, delivering high-level customized solutions including Delta One capabilities in Prime Brokerage and execution functionalities in Cash Equities within established timelines.
- Supported cross-border and domestic brokerage businesses by providing technical and operational insights for client roadshows, seminars, and business discussions, bridging communication between clients, sales teams, and technology teams.
- Expanded strategic collaboration with sales and market-making teams to support distribution services and strengthen client relationships; managed new client onboarding and go-live processes, including requirement coordination, agreement drafting and review, and client meetings with institutional clients such as HuaXia Funds and Southern Funds.
- Prepared bilingual (English and Chinese) presentation materials, weekly department reports, and market updates by analyzing industry trends, market views, and internal data models; produced 20+ page analytical reports and conducted market and company research for strategic and ad-hoc projects.
Pension Analyst
5 Months- Optimized efficiencies using Python for 70+ pension calculations weekly in compliance with actuarial rules and statutory requirements, analyzed compensation and benefit plans, and recommended enhancements for clients
- Assisted in designing and implementing employee benefit programs for institutional clients including Imperial Oil and Petro Canada, aligning offerings with client needs
- Analyzed pension plan data to ensure compliance with regulatory standards and organizational policies.
- Developed detailed reports on pension fund performance, enhancing decision-making for management teams.
- Collaborated with cross-functional teams to streamline pension administration processes and improve efficiency.
Financial Service Representative
1 Year 9 Months- TOP 10% Canadian Annual Achiever in 2018 and 2019, and exceeded the 200% annual investment target
- Delivered comprehensive financial product solutions to clients, leveraging market insights and investment strategies to foster long-term partnerships and enhance profitability
- Analyzed financial data to identify trends and inform decision-making processes.
- Developed tailored financial strategies for clients, enhancing service quality and client satisfaction.
- Managed client portfolios, ensuring compliance with regulatory requirements and internal policies.
Education
MBA - Business Administration And Management
Bachelor of Science - Mathematics
Skills
Business growth
Business relationship building
Compliance requirements
Negotiation expertise
Marketing strategies
Workplace training
Certification
- Certification: China Securities Qualification, China Fund Qualification, Canada Fund Qualification, FRM Level I
- Computing Skills: Proficient use Python, Microsoft Office, Bloomberg, Wind
Timeline
Broker Operations Manager
Bitget
07.2025 - CurrentRead More
Equities Operation Associate
China International Capital Corporation Limited
10.2020 - 05.2022Read More
Pension Analyst
LifeWorks
09.2019 - 02.2020Read More
Financial Service Representative
Canada Imperial Bank of Commerce
12.2017 - 09.2019Read More
University of Alberta
Bachelor of Science from Mathematics
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University College London
MBA from Business Administration And Management
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