Portfolio Administrator, Contract @ (July 2016 - April 2017)
Reconciliation Administrator @ (March 2015 - November 2015)
Head, Operation and Finance @ (January 2008 - May 2011)
Operations Officer @ (June 2006 - December 2007)
Intern, Fixed Income and Currency Team @ (July 2004 - July 2005)
Shareholder Representative, SFC Licensed @ (September 2003 - May 2004)
Floor Trader @ (September 2001 - May 2002)
Floor Trader @ (October 2000 - July 2001)
Production Officer @ (November 1997 - May 2000)
Investment Services Representative @ (September 1996 - July 1997)
Investment Services Representative @ (November 1995 - August 1996)
Inez Kwok Education
Canadian Securities Institute 2017
Singapore Management University
Master of Science (Management)
2005
University of California, Berkeley
Bachelor of Arts (Psychology)
1994
Inez Kwok Skills
Finance
Mutual Funds
Investments
Due Diligence
Management
Hedge Funds
Portfolio Management
Transfer Agency
Anti Money Laundering
FATCA
Microsoft Office
Compliance
Proficient in English and Chinese (Mandarin and Cantonese)
Inez Kwok Summary
Inez Kwok, based in Calgary, AB, CA, is currently a Financial Administrator at Viewpoint Group (Calgary). Inez Kwok brings experience from previous roles at RBC Dominion Securities, Fiera Capital Corporation, Solium and Aberdeen Asset Management. Inez Kwok holds a Canadian Securities Institute. With a robust skill set that includes Finance, Mutual Funds, Investments, Due Diligence, Management and more. Inez Kwok has 2 emails on RocketReach.
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