Boris Chan

About

Experienced product manager with a demonstrated history of working in the financial services industry. Notable achievements include launching an FX platform at Axos Bank, and leading treasury initiatives at Gemini. Expertise in market research, financial modeling, and cross-functional team collaboration. Proficient in SQL, Jira, and financial analysis. Fluent in English and Cantonese.

Experience

• Product Manager · Axos Bank10-01-2022 – 10-01-2024

  ● Led implementation and vendor partnership strategies for international service initiatives aligning with the bank’s global expansion strategic roadmap. ● Launched the company’s first FX platform from conception to deployment within six months to drive revenue growth. ● Reduced escalations by 30% and improved platform uptime through streamlining FX platform operations with structured process frameworks and collaboration with cross-functional internal and external teams. ● Ensured a secure and seamless user experience by negotiating vendor contracts and integrating robust security protocols into product life cycles.

• Treasury Associate · Gemini2022 – 07-01-2022

  ● Reduced review time by 20% by validating and enforcing compliance measures and streamlining workflows and automated reporting systems. ● Scaled treasury operations by automating workflows in cross-functional work with product and engineering teams, reducing transactional errors by 15%. ● Led the integration of a Treasury Management System (TMS) and helped the organization meet regulatory compliance standards.

• Sr Treasury Analyst · LendingClub03-01-2020 – 08-01-2021

  ● Partnered with EPMO to streamline overall project delivery timelines and update system infrastructure. ● Collaborated with engineering teams to automate internal workflows while leveraging SQL queries to identify discrepancies. ● Spearheaded integration of a LendingClub acquisition while developing SOPs and playbooks for future partnerships.

• Sr. Analyst · Wells Fargo Bank07-01-2017 – 07-01-2019

  ● Improved workflow accuracy by 20% by developing new protocols for loan review. ● Developed strategies involving the impact of 3.5M potentially fraudulent accounts through research and data analysis while working with the internal investigations department and senior leadership to drive execution. ● Initiated supplementary gathering processes while analyzing and interpreting multi-layered data to evaluate intricate cases.

Education

• The University of Hong KongMaster in Finance
• University of California, IrvineBachelor of Arts, Business Economics

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