Wuli Krisanti
Investment Operations
Tangerang
Summary
A seasoned professional with 20 years of experience in the capital market and banking industry, specializing in Investment Operations. Currently a Vice President at PT Allianz Global Investors Asset Management Indonesia, I have a deep understanding of end-to-end processes in Operations, including fund administration and transfer agent systems. Though new to customer service, my extensive experience in the financial sector, strong communication skills, and commitment to excellence will enable me to quickly adapt and excel in a customer service role within a Standard Chartered Bank Custodian.
Overview
20
20
years of professional experience
2
2
Certifications
Work History
Vice President
PT Allianz Global Investors Asset Management Indonesia (formerly PT RHB Asset Management Indonesia)
6 2019 - Current
- Lead new projects and initiative products within the Investment Operations division
- Oversee end-to-end processes, ensuring efficiency and accuracy in Fund Administration and Transfer Agent systems
- Maintain high-level communication and relationships with local divisions and regional colleagues
- Serve as the primary contact point, ensuring smooth operations and alignment with company objectives.
Investment Accounting Operator
Deutsche Bank AG
02.2011 - 06.2018
- Processed and accurately recorded equity, fixed income, and money market transactions in valuation reports
- Demonstrated strong analytical skills to ensure proper release of valuation reports
- Supervised a team to work efficiently and effectively
- Maintained excellent communication with other divisions and clients
- Participated in annual audit report reviews and UAT projects for operational purposes.
Officer
ANZ Panin Bank
06.2010 - 02.2011
- Handled account maintenance for institutional and individual clients
- Reviewed legal documents to ensure compliance with regulations and proper documentation
- Processed money market transactions, cash transfers, and unit transactions accurately
- Maintained excellent communication with other divisions to support business operations
- Participated in UAT projects for operational purposes.
Officer
RPB-Private Segments RBS Bank
06.2008 - 06.2010
- Handled account maintenance for institutional and individual clients
- Reviewed legal documents to ensure compliance with regulations and proper documentation
- Processed money market transactions, cash transfers, and unit transactions accurately
- Maintained excellent communication with other divisions to support business operations
- Participated in UAT projects for operational purposes.
Officer
PT. ABN AMRO Manajemen Investasi
08.2004 - 06.2008
- Ensured accurate processing of unit transactions to the Custodian Bank
- Verified that discretionary fund transactions were properly processed through the accounting system and confirmed with brokers
- Supported the fund administration team in processing money market and equity transactions
- Maintained excellent communication with other divisions, Custodian Banks, and Placement Banks.
Education
Bachelor of Economic Accounting -
Trisakti University
Skills
Financial Expertise
Communication Skills
Adaptability and Learning
Attention to Detail
Problem-Solving Abilities
Technical Proficiency
Certification
WMI (Wakil Manajer Investasi) License
Accomplishments
- Successfully led multiple high-impact projects that streamlined operations and introduced new financial products, demonstrating adaptability and leadership in dynamic environments.
- Proven ability to quickly learn and implement new systems, enhancing operational efficiency.
Languages
Indonesian
Native language
English
Advanced
C1
Timeline
Investment Accounting Operator
Deutsche Bank AG
02.2011 - 06.2018
Officer
ANZ Panin Bank
06.2010 - 02.2011
Officer
RPB-Private Segments RBS Bank
06.2008 - 06.2010
Officer
PT. ABN AMRO Manajemen Investasi
08.2004 - 06.2008
Vice President
PT Allianz Global Investors Asset Management Indonesia (formerly PT RHB Asset Management Indonesia)
6 2019 - Current
Bachelor of Economic Accounting -
Trisakti University
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