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Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary
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
Education
Florida Atlantic University Boca Raton, FL Expected in May 2017 M.S.F : - GPA :
Florida Atlantic University , Expected in 2012 B.A : Finance - GPA : Finance
Work History
Alliancebernstein Holding Lp - Corporate Actions Analyst
Nashville, TN, 05/2014 - Current
  • 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.

Franklin Templeton Investments - Legal Analyst -Contractor
City, STATE, 01/2014 - 05/2014
  • 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.

Affiliations
Member of Toastmaster Club

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Resume Overview

School Attended

  • Florida Atlantic University
  • Florida Atlantic University

Job Titles Held:

  • Corporate Actions Analyst
  • Legal Analyst -Contractor

Degrees

  • M.S.F
  • B.A

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