Corporate Actions Analyst Resume Example
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CORPORATE ACTIONS ANALYST
Professional Summary
An analytical and strategic financial professional with excellent organizational, research and time management skills.
Skills
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Affiliations
Member of Toastmaster Club
Work History
Corporate Actions Analyst, 06/2014 to Current
Alliancebernstein Holding Lp – Nashville , TN
Alliancebernstein Holding Lp – Nashville , TN
- 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 – City , STATE
Franklin Templeton Investments – City , STATE
- 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 - City, State
Florida Atlantic University - City, State
B.A: Finance, 2012
Florida Atlantic University -
Finance
Florida Atlantic University -
Finance
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Resume Overview
School Attended
- Florida Atlantic University
Job Titles Held:
- Corporate Actions Analyst
- Legal Analyst -Contractor
Degrees
- M.S.F : May 2017
B.A : Finance , 2012
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