
Shaodan LIU
Strategy and Tranformation Program / Project Management
Salaire / Taux journalier
Paris, France
Freelance, ouvert au CDI
Expertises
Langues
À propos
Introduction
For over fifteen years, I have built my career in project and program management within international financial institutions. My expertise spans digital transformation, operational project management, change management, and oversight of large-scale cross-functional strategic programs.
Expérience de travail
Client Service Lead - Strategy & Transformation Program Manager
JPMorganChase
juin 2021 - Présent
5 ans 5 mois
• Lead DCS Intelligent Automation Program (iAutomate), eliminated process inefficiencies, improved CX & EX, and saved +3 FTE per year o Established effective governance and roadmap, developed comprehensive IA training o Increased collaboration among AI Champions and enhanced synergy across business teams o Managed 30+ AI projects from inception to completion o Strengthened collaboration with key stakeholders and enhanced cross-team cooperation on AI initiatives • Enhanced Client Experience by leading key transformation initiatives o Optimize Client Support Model: Diagnosis of client major pain points, recommendation of target operating model and design of target workflows and processes of client onboarding, user provisioning and query management to improve client onboarding efficiency and enhance user provisioning accuracy o Client Engagement: Developed the communication plan to engage with top tier clients to get client insights for improved client engagement and enhanced strategic decision making o Commercial Focus: Developed DCS Service Catalogue to improve internal senior stakeholders’ awareness and enhance service capability visibility • Improved team OKRs alignment and enhanced OKRs tracking efficiency • Improved team communication effectiveness with publication of monthly newsletters and development of regular talking points with team’s senior stakeholders
State Street
juin 2015 - mai 2021
6 ans
Paris, Frankfurt
EMEA Collateral Client Service Manager
janv. 2020 - mai 2021
1 an 5 mois
Paris, Frankfurt
• Lead EMEA key client relationships (Allianz Global Investors & AXA IM) and managed collateral service via extensive interaction with clients • Managed multiple client projects, set up internal governance and collaborated with internal teams across countries to provide clients’ requirements on Collateral Service, improve client satisfaction and project delivery efficiency • Lead Gap Analysis on the Collateral TOM and Implementation of Target strategic Collateral platform to enhance collateral process alignment
Leadership Development Program - Charles River Developments Investment Compliance Program Management
mars 2019 - déc. 2019
10 mois
Francfort-sur-le-Main, Allemagne
• Supported the Program Management on the planning, coordination and delivery of CRD Data Platform to improve data consolidation efficiency • Coordinated the project staff training on CRD Compliance modules to improve project staff compliance knowledge • Streamlined business requirements collection and prepared migration plan
Leadership Development Program - Digital Product Development and Innovation
juil. 2018 - mars 2019
9 mois
Londres, Royaume-Uni
• Enhanced digital asset custody model accuracy and efficiency • Coordinated Tokenization initiative to digitalize clients’ assets • Aligned key initiatives with business goals and defined strategic direction • Increased internal engagement with Digital Assets Industry Watch
Leadership Development Program - AIS Hedge Fund Management
nov. 2017 - juil. 2018
9 mois
Ireland, Shefford SG17 5QL, Royaume-Uni
• Recommended an improved TOM of the AIS Hedge Fund MO worldwide footprint to AIS Senior Management to improve management oversight and operational efficiency • Improved KPI tracking efficiency and enhanced reporting automation • Created product knowledge course to enhance client oversight effectiveness and improve staff knowledge
Associate Vice President - Project Manager
juin 2015 - oct. 2017
2 ans 5 mois
Paris, France
France Depositary post-UCITS V & AIFMD Compliance Project (Apr 2016 – Oct 2017) • Defined the project scope and deliverables, established project budget and timelines • Carried out the gaps analysis of the current French depositary activity regarding the French regulator’s (AMF) requirements with the support of PwC to identify compliance gaps and improve regulatory adherence • Enhanced risk and issue visibility, improved project communication effectiveness • Coordinated depositary workbook writing to be submitted to the AMF ELER (European Legal Entities Restructuration) France Project Manager (June 2015 – April 2016) • Set up the French local governance structure and the planning of the project merger of French Legal entity into GmbH entity • Defined project scope and allocated tasks effectively across teams • Facilitated stakeholder engagement and ensured regulatory compliance
CAPTEO - Global Risk & Financial Markets Consulting
juil. 2012 - juil. 2015
3 ans 1 mois
Paris Area, France
Deputy Head of Capital Markets Practice
juin 2014 - juil. 2015
1 an 2 mois
Paris Area, France
Project Manager of Trade Finance Supply Chain Global Program at BNP PARIBAS CIB (Jul 2014 – Jun 2015) • Established global governance framework and improved program management effectiveness • Defined project budget accuracy • Implemented standard accounting schemes and launched supply chain tool globally Project Management Consultant at BNP PARIBAS CIB (Feb 2014 – Jul 2014) • Developed a long-term 3-year strategic master plan and established a multi-year roadmap for system improvements • Enhanced business impact assessment
Senior Consultant
juil. 2012 - mai 2014
1 an 11 mois
Région de Paris, France
Project Manager at EULER HERMES (Jul 2012 – Jan 2014) • Implemented a global platform of credit insurance contract management • Improved platform delivery timeliness and enhanced project coordination efficiency • Improved testing process efficiency • Improved defect resolution efficiency and enhanced collaboration between IT and platform provider
Consultant
Alti.Cernum a subsidiary of Tata Consultancy Services
juil. 2007 - juil. 2010
3 ans 1 mois
Région de Paris, France
- Deals Management Consultant at BO Cash Equity of SGCIB headquarters: Resolution of cash and stock pending deals on US equity portfolios - Project Management Consultant at MO Fixed Income of SGCIB headquarters: CSA Project: implementation of a tactical solution allowing to calculate collateral amounts to post to SGCIB's clients in case of its credit ratings downgrade - Change Management Consultant at BO Cash Equity of SGCIB headquarters: Migration of the BO Cash Equity activities from Paris to New York - Organisation Consultant at Credit Agricole: Implementation of a standardised process to control the lifecycle of the renewal of automobile insurance contracts on the Italian market
Bid Tendering Manager
Alcatel-Lucent
juil. 2005 - août 2006
1 an 2 mois
Région de Paris, France
Formation
Institut d'études politiques de Rennes
MSc, Political Science, Specialisation European Policies
IMT Atlantique
MSc Engineer, Telecom, Specialisation Financial Engineering
HEC Paris
MBA
Lycée Saint Louis
Preparatory Classes to French Engineering Schools
Licences et certifications
Project Management Professional (PMP)
Délivré le : janv. 2026
Agile Project Management Practitioner
Délivré le : janv. 2026