Associate Director, Multi-Asset Product Specialist, North America, HSBC Global Asset Management (Canada) Ltd.
EMBA 2017, Ivey Business School
Describe the role you play professionally.
In my current role, I act as the subject matter expert in Multi-Asset strategies and I work closely with the product development, product management, sales, and investment teams. I am the primary point person between portfolio management teams and distribution channels for Multi-Asset and Wealth Products including Managed Solutions, Discretionary Wealth Products, and Asset Allocation servicing for Canada, US, and Bermuda. Some of my responsibilities include preparing managed solution commentaries for the North America region (i.e., Canada, US, and Bermuda), conducting ongoing internal and external client presentations on markets, communicating on investment process and asset allocation views, and implementing new Multi-Asset project initiatives.
What is the most challenging aspect of your job?
The most challenging part of my job would be to balance my work load while being able to exceed expectations. Since I report to the local asset management CEO in Canada and also the global head of multi-asset strategies, there are often times when I run into conflicting priorities. In addition, I am required to always strategize and think “outside the box” to identify what is the best for the multi-asset business from an investment strategy and business development perspective. This makes the role very challenging at times.
What is your biggest professional accomplishment?
My biggest professional achievement was winning the CEO award in 2009 and becoming the first winning nomination from the global asset management division in HSBC since 2006. The CEO award is the highest form of employee recognition in North America. Winners of this award must demonstrate outstanding performance and a strong commitment to HSBC’s strategy. In addition, I had won the Q3 2012 Employee Excellence award. This was a recognition within HSBC Global Asset Management for employees who went the extra mile to get the job done.
This accomplishment was a reflection of my strong commitment to the business and my drive for excellence.
What books are on your bedside table right now?
At the moment, it is mostly textbooks. In my free time, I like to read financial articles and thought leadership papers related to investments or retirement.
How do you manage stress (i.e. sports, exercise, meditation)?
When I feel stressed, I like to exercise. I swim, play badminton, and also run on the elliptical from time to time. Exercise helps me to think more clearly and gives me a chance to approach the issues from another angle since I am not constantly thinking about the workload and the source of the stress.
What is the most significant thing you’ve learned at Ivey?
In addition to a good solid network of friends and classmates whom I have gotten to know and build a good relationship with, the concepts and teachings are very useful. The best part is that I can start to apply some of the learnings in my day to day work right from the beginning. I start to ask different questions not only within my areas of expertise but also in areas that are relevant to other aspects of my business. Most importantly, I’ve realized that I am curious about other roles within my business and I don’t feel like I am restricted only to what I have experienced so far in my career.
What’s been the most surprising aspect of the Executive MBA journey to date?
The most surprising aspect of this program is the number of people that you will meet with different backgrounds. As you work together on projects and cases, you will realize that everyone’s contributions and ideas are different. You will appreciate the wide range of opinions because it will make your learning more unique and more impactful. It’s not every day that I get to speak to someone from the healthcare industry or someone with an engineering background about their experiences on how to handle human resource issues, how they understand investments, and how their industry works. This new knowledge and the networking opportunities have been very useful.