Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Enterprising, articulate Senior Investment Operations Associate with solid market knowledge. Works well alone or as part of a team, technically proficient in Microsoft Windows, Excel, Access, Word and PowerPoint. Willing to travel.

  • Account reconciliations
  • Customer relations
  • Excellent communication skills
  • Analytical
  • Process implementation
  • Business performance improvement
  • Excellent time management skills
  • Coordinated Global Volunteer Day - Retirement Services - 2000 - Current
  • Member of WPRN
Senior Investment Operations Associate , 04/2010 - Current
Prudential Retirement City, STATE,
  • Set up and implementation of Income Flex product. Developed and implemented accounting, financial and operational systems.
  • Senior Proxy Coordinator. Creating DMS request, contacting various tabulators, and working with various clients and Relationship Managers in the coordination for the annual Proxy vote.
  • Research and resolution of open items within unit. Analyzed complex issues that directly impacted reconciliation and trading matters.
  • Special projects. Coordinated the presentation to Relationship Managers on the Proxy process and the impact to the client. External and Internal audit coordinator for the reconciliation unit.
  • Prepared internal weekly monitoring reports. Created executive analysis reports highlighting business issues, potential risks and profit opportunities.
Team Lead - Broker Services, 05/1997 - 04/2010
City, STATE,
  • Supervise staff in daily networking reconciliation. Managed day to day operations and assisted staff in the reconciling process for Retirement Services.
  • Provide technical support and guidance to staff members and others within Retirement Services. This included reconciliation and trading as well as Relationship Managers.
  • Handle Ad Hoc projects. External and Internal Audit for the reconciliation unit and pass SAS.70
  • Sr. Proxy Coordinator. Creating DMS request, working with tabulators and with various clients and Relationship Managers in the coordination for the annual Proxy vote.
  • Developed and implemented training module for new hires. Led the modeling, planning and execution of all reconciliation processes.
Financial Reconciliation Specialist, 05/1997 - 04/2010
City, STATE,
  • Developed procedures and guidelines for newly formed Financial Reconciliation Team
  • Responsible for daily reconciliation of purchase and redemptions of 100-150 401(k) plans
  • Daily interaction with various departments within Retirement Services
Advanced Financial Control Representative, 09/1987 - 05/1997
  • Performed daily cash audits for the Transfer Agency
  • Responsible for daily reconciliation of accounts
Bachelor of Science: Public Health Administration, Expected in 1985
Rutger University - New Brunswick, NJ

Minor in Psychology

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  • Rutger University

Job Titles Held:

  • Senior Investment Operations Associate
  • Team Lead - Broker Services
  • Financial Reconciliation Specialist
  • Advanced Financial Control Representative


  • Bachelor of Science

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