Summary
Overview
Work History
Education
Internship
Additional Information
Timeline
Generic
Honglan Liu

Honglan Liu

Operational Specialist
Tokyo

Summary

Position held at Operational Planning and Research Team Leader at KJ Planning Ltd.
Spearheaded identification of new business opportunities and led project management efforts to drive growth and innovation.
Worked extensively with cross-functional teams and external partners to conduct market exploration, propose innovative platforms, and develop market expansion strategies.
Demonstrated proficiency across multiple sectors including market research, FX swap research, FX brokerage operations, and risk management for FX trade support.

Overview

4
4
years of professional experience
8
8
years of post-secondary education

Work History

Operational Planning and Research Team Leader

KJ Planning Ltd
08.2021 - 11.2023

Responsibilities include pioneering new company ventures, developing partnerships, supervising projects, assisting back office, and enhancing organization service. Successfully stabilized and tripled fund management for financial group within two-year period.


· Trading Platform Management (Metaquotes 4)
Daily check for the trading platform usage, plugin moving, account
management. Also, collecting industry information and actively understand the functions and applications of major mainstream/new trading platforms.
· FX Policy Development
(Institutional and Retail) FX B2B/B2C trade information collect, collect and summarize the different standards of the industry for different target markets Foreign Exchange Liquidity Management
Manage the FX liquidity and work to improve the competitiveness of the platform's quotes, improving order execution. Maintain communication and cooperation with many liquidity providers, improve the market maker service of the proprietary platform, committed to maintaining ongoing management of the expanded Group Fund.Projects management

Offshore Operations including regular meetings with overseas teams, to interact
with new local regulatory policies and jointly manage overseas team operations.
· Overseas Corporate Management
(Malaysia/Singapore/Vietnam/New Zealand/Caribbean region) Overseas corporate Procedures for local corporate registration and daily operation of legal entities including annual audit/tax return.
· Business Plan Development

Participate in formulation of company business development plans,registration of oversea entities, offshore operation of overseas companies, and follow-up with Local Trust Companies or Agencies.

Work with team to identify, escalate, and resolve workflow issues,
communicate refinements to improve standard process, and constructively so that issues are effectively resolved using risk-free approach by minimizing exposure and risk.


Working in the different role in Operation office:

2021.8~2022.12

1.Front-office operations:

  • Responsible for various aspects of information management within the company, including handling Financial Services Bureau license application.
  • Task with managing contracts for overseas corporations, reviewing third-party service provider contracts, and facilitating communication.

2021.12~2022.10
2.Back-office Operations:
Involved predominantly in foreign exchange trading and settlement monitoring, as well as overseeing platform trading risk control. Additionally, responsible for providing feedback on trading data to the overseas system development department. Furthermore, tasked with developing foreign exchange SWAP policies and possessing a solid understanding of foreign exchange products and CFDs.

2022.11~2023.04
3.Middle Office Operations:
Responsible for group budget management and actively participating in settlement process of overseas accounts. Additionally, involved in tax declaration procedures and regular meetings with all offshore corporations. Furthermore, liaising with third-party vendor companies to address various back-office issues.


2023.05~2023.11

Operational Planning and Research Team Leader:

Assumed responsibility for spearheading retail market development planning initiatives, delineating the company's strategic objectives, and collaborating with Legal Compliance Department to formulate policy guidelines.

Market Research Assistant

TFCO Co. Ltd
04.2021 - 07.2021
  • Oversea client targets explore

Follow up with daily market research, and keep connected with client targets in the U.S. and other English-screaking countries. Successfully interviewed target leads from 2,000 candidates and hosted Japanese-English online interview sessions.

Teaching Assistant

Nihon University
12.2019 - 08.2020
  • Assisted teachers with classroom management and document coordination to maintain positive learning environment.

Education

Master of Arts - Economics

Nihon University
Tokyo Japan
03.2019 - 04.2021

Bachelor of Arts - Economics

Nihon University
Tokyo Japan
04.2017 - 03.2019

Bachelor of Arts - Global Communication

Musashino University
Tokyo, Japan
04.2014 - 03.2017

Language Study - English Program

University of Victoria
Victoria BC Canada
08.2014 - 09.2014

Language Study - Japanese Program

Fukuoka University
Fukuoka, Japan
09.2012 - 03.2014

Internship

2015.8-2015.9

  • Hotel internship in Housekeep Department

(Glacier National Park) America Montana 

2016.5-2016.8

  • Project Intern in Marketing Department

(Crypto Investment company ) China Guangzhou

2018.11 

  • Internship in Sales Department

(Nomura securities) Japan Tokyo


Additional Information

Language

Mandarin (Native Speaker) Japaneses /English (Business level)

Software

Eviews/R Studio/ Excel VBA/ LogViewer/MT4 Manager&Admin/ MT4 Plugins/ Onezero Hub

Timeline

Operational Planning and Research Team Leader

KJ Planning Ltd
08.2021 - 11.2023

Market Research Assistant

TFCO Co. Ltd
04.2021 - 07.2021

Teaching Assistant

Nihon University
12.2019 - 08.2020

Master of Arts - Economics

Nihon University
03.2019 - 04.2021

Bachelor of Arts - Economics

Nihon University
04.2017 - 03.2019

Language Study - English Program

University of Victoria
08.2014 - 09.2014

Bachelor of Arts - Global Communication

Musashino University
04.2014 - 03.2017

Language Study - Japanese Program

Fukuoka University
09.2012 - 03.2014
Honglan LiuOperational Specialist