Corporate Actions Middle Office Analyst Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Versatile Corporate Actions Analyst, offering expertise in process improvement, team management, and client relations. Exceptional leader who operates efficiently and creatively in fast-paced environments.


Seeking an Assistant Coaching position in which I can use my passion and knowledge of the game of lacrosse to help lead and improve a program.

Work History
04/2016 to Current Corporate Actions Middle Office Analyst Bank Of New York Mellon | City, STATE,
  • Support and review all stages of both US and Non-US, mandatory and voluntary corporate actions
  • Review and maintain inquiries from our Client Service teams
  • Effectively communicate with our stockholders to ensure clients' accounts are reconciled correctly to match stockholders accounts
  • Reconcile any cash or asset breaks on our clients' accounts
  • Assure accurate and safe record keeping of client securities
  • Cultivate strong business relations to clients to maintain a highly-trusted asset servicing reputation
  • Ensure company is prepared for both internal and external audits through file analysis and processing overview 
  • Recommended process and systems improvements in retrieving allocation data and submitting elections to the stockholders
  • Supervised the work of five team members, offering constructive feedback on their processing initiatives
  • Engaging in daily processing efforts by providing support and solutions to problematic offers announced on our securities
  • Defined clear targets and objectives and communicated them to other team members
07/2014 to 04/2016 Senior Corporate Actions Specialist Bank Of New York Mellon | City, STATE,
  • Process corporate events with high levels of risk and liability
  • Process both mandatory and voluntary corporate actions related to international and US securities
  • Receipt of custodian announcements, scrubbing/comparison of data, and the notification of corporate action events to a specific client
  • Reconcile client positions with multiple custodians and monitor appropriate posting of accruals and entitlements to client accounts
  • Solicit and receive responses from the clients and submit their elections to the appropriate bank custodian
  • Process data entry initiatives to reflect the appropriate instructions from the client into our system
  • Process deliveries and receivables to facilitate positions transferred to a new security
2015 to 04/2016 Assistant Lacrosse Coach La Roche College | City, STATE,
  • Assist the Head Coach in all facets of the game
  • Work with players one on one or in small groups to help develop their skills
  • Teach/instruct new players on the basic fundamentals of the game
  • Run and manage study hall sessions to ensure all players are achieving satisfactory grades in the classroom
  • Help to develop practice plans and prepare the team for games
  • Market our college and lacrosse program in the recruitment process
  • Recruitment process includes making phone calls, sending emails, scheduling campus visits, and traveling to tournaments
Expected in 2014 Bachelor of Science | Accounting Wheeling Jesuit University, Wheeling, WV GPA:
  • Leadership
  • Process improvement and increase efficiency
  • Client relations
  • Account Management
  • Customer Communication
  • Account Reconciliation
  • Blueprint analyzation
  • project development and organization
  • Risk Analysis
  • Procedure development
  • Mergers and acquisitions knowledge
  • Finance and accounting
  • Employee relations
  • Advanced problem solving
  • Dedicated team player
  • QuickBooks
  • Microsoft Word
  • Microsoft Excel (Macros)
  • Microsoft Access
  • Outlook
  • Banking Mainframes
  • Adobe PDF
Co-Curricular Skills and Aptitudes
  • Service: Volunteered with the Special Olympics, 2011- 2014
  • Community Involvement: Participated in Annual Memorial Lacrosse Tournament in honor of Kevin Figaniak
  • Dedication: Collegiate Student Athlete at a NCAA DII Lacrosse Program 2010-2014
  • Leadership: Named Captain of the Lacrosse team at Wheeling Jesuit
  • Lacrosse Related: helped out with lacrosse clinics/summer teams

Bank of New York Mellon

  • Maintained a 99 percent processing accuracy
  • Assisted in developing a new procedure to avoid error
  • Amended a processing technique to ensure accuracy and increase efficiency

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Resume Overview

School Attended
  • Wheeling Jesuit University
Job Titles Held:
  • Corporate Actions Middle Office Analyst
  • Senior Corporate Actions Specialist
  • Assistant Lacrosse Coach
  • Bachelor of Science

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