An analytical and strategic financial professional with excellent organizational, research and time management skills.
Skills
Bloomberg Certified, SunGard Global Plus, Xcitek Solutions, MS Word, Excel, PowerPoint.
Quality assurance
Affiliations
Member of Toastmaster Club
Work History
Corporate Actions Analyst, 06/2014 to Current Franklin Templeton Investments – Fort Lauderdale, FL
Analyze, monitor and process corporate action events for domestic and foreign securities for high net worth client accounts according to US tax consequence and regulations.
Maintain corporate action information databases and ensure information is entered and distributed to client service teams and custody advisors.
Act as liaison between portfolio managers and custodians to accurately execute discretionary corporate action elections.
Prepare, manage, and reconcile daily/monthly general ledger reports to reflect cash and asset exceptions and positions.
Partner with internal business units, custody advisors and clients to respond to queries and resolve discrepancies.
Coordinate daily conference calls to discuss all cash and asset differences and event deadlines.
Research and actively respond to client inquiries relating to account changes from various events.
Participated in and contributed to major upgrade of reporting system.
Legal Analyst -Contractor, 02/2014 to 06/2014 Franklin Templeton Investments – Fort Lauderdale, FL
Solicited and monitored voting instructions for foreign and domestic securities held by various investment managers.
Researched and analyzed voting recommendations from several informational platforms for portfolio managers.
Maintained legal databases and documentation to ensure timely and accurate updates.
Education
M.S.F: May 2017 Florida Atlantic University - Boca Raton, FL
B.A: Finance, 2012 Florida Atlantic University - Finance
