ZA
Terry Kan is an experienced operations professional with a strong background in investment systems and mutual fund management. Currently serving as the Operation Assistant Manager at ZA since June 2022, Terry Kan is responsible for daily fund operations, including trade orders, subscriptions, and NAV reporting, as well as supporting new fund launches and annual audits. Prior experience includes roles at 海通國際證券集團有限公司 as an Operation Officer, handling fail trade reports and trade allocations, and at Everbright Sun Hung Kai Company Limited as an Operations Analyst, where responsibilities encompassed structured products management and trade confirmation generation. Terry Kan's career began at 花旗集團 as an Operations Assistant, focusing on various financial product transfers and settlement platforms. In terms of education, Terry Kan holds an Advanced Diploma in FinTech from HKU SPACE and a Bachelor of Arts in International Business Communication with Japanese from the University of Central Lancashire.
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ZA
“ZA” represents a reverse of the alphabetical order – going from Z to A – reminding us to always think out of the box and view things from a different perspective. It’s good to be bold, contrarian and creative. “Z” and “A” also means “end-to-end”, it symbolises our mission to redefine customer journey through technology, from the front-end (mobile app / branch), mid-office (customer service / operation department) to back-end (operating system), from product development to service process.