- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
- resumesample@example.com
- 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.
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- Coordinated Global Volunteer Day - Retirement Services - 2000 - Current
- Member of WPRN
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.
– 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.
– 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
NA – City, STATE,
- Performed daily cash audits for the Transfer Agency
- Responsible for daily reconciliation of accounts
Rutger University - New Brunswick, NJ
Minor in Psychology
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School Attended
- Rutger University
Job Titles Held:
- Senior Investment Operations Associate
- Team Lead - Broker Services
- Financial Reconciliation Specialist
- Advanced Financial Control Representative
Degrees
- Bachelor of Science
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