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.
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