Analyst Transfer Agency resume example with 7+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • Strict adherence to internal processes
  • Committed to client satisfaction
  • Bilingual in Polish
  • Hedge fund support experience
  • Results-driven
  • Team player
Work History
Analyst, Transfer Agency, 02/2015 to Current
Northern 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.

Conference Service Assistant, 07/2015 to 2016
Penn 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.

Undergraduate Research Assistant, 10/2012 to 04/2014
  • 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.

Bachelor of Science: Political Science, Minor in Economics, Expected in August 2011- July 2015
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
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    Resume Overview

    School Attended

    • Northern Illinois University

    Job Titles Held:

    • Analyst, Transfer Agency
    • Conference Service Assistant
    • Undergraduate Research Assistant


    • Bachelor of Science

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