William Liu
About William Liu
William Liu serves as Vice President and Portfolio Implementer at Lazard Asset Management in Sydney, Australia, where he has worked since 2016. He specializes in generating equity trade orders and ensuring compliance with investment guidelines while fostering relationships with custodians.
Work at Lazard Asset Management
William Liu has served as Vice President and Portfolio Implementer at Lazard Asset Management since 2016. In this role, he has been instrumental in generating equity trade orders for both Australian Equity and Global Listed Infrastructure strategies. He ensures compliance with investment team guidelines and leads performance reviews across portfolios, aligning them with compliance, client mandates, and investment guidelines. Liu also manages relationships with custodians for Lazard Pacific accounts, ensuring they align with organizational priorities. He generates detailed reports on index constituent data, performance metrics, and sector exposure to support the Investment Management teams.
Previous Experience in Financial Services
Before joining Lazard Asset Management, William Liu worked at Multiport Pty Ltd as an SMSF Administrator from 2013 to 2014. He then transitioned to SuperConcepts, where he served as a Managed Discretionary Accounts Administrator from 2014 to 2016. These roles provided him with foundational experience in financial services and portfolio management, contributing to his expertise in the industry.
Education and Expertise
William Liu studied at Macquarie University, where he earned a Bachelor of Commerce (BCom) with a focus on Accounting and Finance from 2008 to 2012. His educational background has equipped him with the necessary skills and knowledge to excel in his roles within the financial sector, particularly in portfolio implementation and management.
Key Contributions and Innovations
In his current role, William Liu has pioneered the implementation of E-Signatures for trade ticket approvals across Lazard Asset Management, enhancing operational efficiency. He has also developed Excel Macros to improve report accuracy and process efficiency. Additionally, Liu has authored and documented standard procedure guides for the Operations and Implementation department, contributing to the standardization of processes within the organization.