Binghamton University

Implementations at Plaid (We are hiring!)

White Plains, New York, United States

Plaid

Implementation Manager (Consumer Engineering)

- Acquired by Plaid*
On a typical work day at Quovo you can find me working with clients helping them understand how to use and implement Quovo products

My smile, positive attitude and my ability to get things done. How crazy/cool my desk is =)

We host monthly lunch and learns where different subject matter experts and internal Quovo teams will present and share what they do and know. My team was recently asked to do a presentation about the Implementation Team at Quovo. I lead the charge along with the team to put together and designed a presentation/experience for the entire company so they can get a sense of what it's like to be on the Implementation Team and working with our clients.

At a startup everyone has to wear many hats but on the Implementation Team not only do we wear many hats we also have to think about all the different perspectives with each hat we wear, every action is taken with careful considerations. We constantly have to juggle different priorities with the focus and goal of making sure everyone has what they need and everyone is happy.

Everyday there is something happening, there's never a dull moment. Every seemingly impossible challenge finds a way to be resolved, it's amazing how everyone bands together to tackle a problem as a team. We face challenges head on, it's crazy how good we are at it!

When I'm not at work I'm relaxing, trying out new restaurants and experiences. Binge watching the latest TV shows. Learning random facts! I recently discovered a new YouTube channel "5 Minute Crafts" it's addictive!

Quovo

Implementation Manager

Yi possesses 10 years of experience within the financial service industry, she has a keen eye for detail and possesses transversal skillsets. Yi is an excellent project manager and business analyst with broad experience in risk/issue management, finance expense tracking and stakeholder management. Her financial background is from both the sell and buy side of the financial business and has a clear understanding of multiple asset classes, particularly in OTC Derivatives. Yi specializes in business and IT process improvements, data analysis and providing detailed/creative solutions. Yi is IT/digital automation oriented and knows how to translate business requirements to measurable IT results. Yi is a strong leader with experience leading multiple global teams to the finish line.

Key Skills & Experiences: Project Management and Business Analysis, Regulatory Reporting (CCAR, LCR, 2052a), OTC Derivatives Clearing, IT Automation, Data Analytics, Agile Development (GIT, BIT Bucket, JIRA)

Capco

Senior Consultant

- Prepared and Processed Daily, Weekly, Mid-Month and Month-End reconciliations for complex strategy hedge funds with funds of funds and external managed  accounts
- Product Exposure includes: Equities, Bonds, FX, Commodities, CDS, IRS, Derivatives
- Versed in end to end processing  within middle and back office operations
- Improved efficiency and reliability, utilizing automation, Excel macros and task check lists that allowed the team size to be reduced by 50% with no visible impact
- Supervised and educated team members, act as team lead for multiple ongoing projects

Citco Fund Services

Senior Operations Associate

OpHedge Investment Services

Operations Associate

Yi Wang