corporate action analyst avp resume example with 15+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA94105
:
Professional Summary
An experienced financial services professional with a successful career managing risk, performing due diligence, leading projects and handling time-sensitive, complex transactions.Ā Effective leader successful at attaining business goals with ability to identify operational needs and implementing effective solutions.
Skills
Achievement/Results OrientationĀ Customer Service OrientationĀ Analytical ThinkingĀ Leadership Skills Problem Solving and AnalysisĀ Work as Team Player Information SeekingĀ Project ManagementĀ
Education
Hartwick CollegeOneonta, NYExpected in 1993 ā āBachelor of Arts:Mathematics - GPA:
Supervised efforts of 6 full-time Reconcilement Specialists and ensured all members are cross-trained.
Managed weekly position and income reconcilement process for all Putnam Retail funds and Trust accounts.
Ensured completion of monthly Custody fund audits, periodic 17F2 audits and internal SAS 70 audit.
PUTNAM INVESTMENTS - Custody Reconcilements Specialist/ Domestic Sett City, STATE, 10/1996 - 1999
Coordinated communication between Trading, Legal & broker's to settle private placement/bankloan transactions.
Worked with brokers and custodians daily on the confirmation and settlement of all domestic trade.
Ensured all income, position and trade records were consistent with custodian bank records.
Accomplishments
Represented Reconcilements team in reviewing bankloan outsourcing vendors for settlements and reporting for a $1 billion book of business. (2002)
Led tax reclaim project aimed at improving matching and timeliness of payments. Tax rates were reviewed/updated internally, Documentation submitted to market in order to receive most beneficial rates and local markets/custodians pressured for payments within standards. (2003)
Oversaw the development a proprietary corporate action repository at Putnam Investments where the focus was onutilizing technology to create efficiencies and mitigate risk.Ā (2004-2006). Participated in similar development of corporate action platform at Wellington Management. (2011-2012)
Received the "Supervisor Leadership Awardā for exemplary performance and recognition for managing team processes.Ā (2001 & 2005)
Sucessfully passed Level I of the CFA curriculum (2011)
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.