Analyst, Transfer Agency Resume Example
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ANALYST, TRANSFER AGENCY
Skills
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Work History
03/2015 to Current
Analyst, Transfer AgencyNorthern Trust
- Increase
client satisfaction by providing efficient service, handling money movement and
fund advisory.
- Mitigate
investor risks through coordinating the FATCA project, and generating
compliance reports such as
the SAR and PEP.
- Manage a variety of complex, multi-million dollar funds through a deep
understanding of its unique preferences
and
a strategy to always deliver results.
- Train new team members on applying due diligence procedures and regulatory mandates, as well as developing fund servicing procedures.
08/2015 to 01/2016
Conference Service AssistantPenn State University
- Planned and executed various events, including attorney development and
recruitment conferences, political
conventions and media events.
- Organized over 50
meetings and conferences for clients, while also exceeding their expectations
and meeting aggressive deadlines.
- Administrative task handling such as being the main point of contact for attorney needs such as travel arrangements, schedule management and virtual conference coordination.
11/2012 to 05/2014
Undergraduate Research AssistantNORTHERN ILLINOIS UNIVERSITY
- Developed research reports on environmental, health and safety risks throughout Illinois, such as sleep deprivation, stone quarrying, and nutrition.
- Proposed and delivered more than 15 research reports in a fast-paced, deadline-driven environment.
Education
August 2011- July 2015
Bachelor of Science: Political Science, Minor in Economics
Northern Illinois University -
University Honors Student Member of the Political Science Student Advisory Committee Alpha Sigma Alpha Sorority member Accepted into the "Peace, Justice, and the
International Courts" program
Northern Illinois University -
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Resume Overview
School Attended
- Northern Illinois University
Job Titles Held:
- Analyst, Transfer Agency
- Conference Service Assistant
- Undergraduate Research Assistant
Degrees
- Bachelor of Science : Political Science, Minor in Economics
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