Analyst, Corporate Actions Resume Sample
Susanna Hermiston
4259 Kulas Courts,
Phoenix,
AZ
+1 (555) 966 3643
Work Experience
Senior Analyst Corporate Actions
03/2018
-
PRESENT
Detroit, MI
- Partner with other operational groups i.e. Account Transfers, Custody, Margins, Cost Basis, Tax Reporting to ensure consistency and understanding for downstream/upstream effect
- Proactively recognizes need for and initiates efforts to work smarter
- Effective communication with advisors and other operational groups to resolve various items
- Strong Excel skills and completion of at least one Audit class required
- Under general supervision, the Senior Analyst is responsible for processing all forms of corporate events and assisting with verification of corporate action processing. Carries out complex activities with significant financial, client, and/or internal business impact. Able to serve as a key subject matter expert and mentor to other more junior level employees
- Able to multi-task, self-motivated with good interpersonal skills
- Meticulous, alert and have an eye for figures/details
- Timely and accurately post security and cash proceeds related to
- Assist clients and staff members in complex problem resolution.
Analyst, Corporate Actions
10/2013
-
12/2017
Detroit, MI
- Check that clients’ instructions are executed accordingly
- Ensure that clients’ entitlements are protected
- Handle clients’ enquiries and provide timely responses
- Proactive and adaptable to a fast paced environment
- Responsible for identifying root causes in monthly reviews and developing corrective actions
- Responsible for reviewing cash reconciliations, security and suspense transactions reviews adhering to established quality control measures and procedures
- Responsible for researching and responding to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub custodians and/or custodians
- Responsible for performing mandatory and voluntary corporate action-related custody and accounting processing requirements, such as dividend payments, reorganization/proxy, bond redemption, etc
Assoc Analyst, Corporate Actions
07/2008
-
07/2013
Detroit, MI
- Also responsible for managing and controlling high levels of risk and liability inherent in the various functions and for reconciliation activities, client reporting and proration on transactions
- Responsible for proactively recognizing, researching and processing moderately intricate mandatory and voluntary corporate action events
- Responsibilities include the daily interpretation, monitoring, scrubbing and notification of complex corporate action events in the global market as well as the reconcilement, monitoring and posting of entitlements to client accounts
- Balances entitlements and processes liability notices, dividend and interest payments, and class action suits
- Determines impact of events and disseminates information regarding event to investors and client accounts
- Works on multiple systems to perform corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and, posting online cash and security transactions
- Contributes to the achievement of team goals and objectives
- Basic Functional / Industry Knowledge
Education
University of Florida
2003 - 2008
Bachelor's Degree in Related Discipline
Professional Skills
- Analytical and problem solving skills are requiredBe able to work as part of a team with minimal supervision
- Capable to operate effectively also under tight deadlines and support your team
- Organization and teamwork skills to ensure that the daily
- Translation skills preferable
- Pre-Expiration Date balancing of all offers 2 days prior to Exp Date
- Corporate Actions experience
- Experience in Voluntary Corporate Actions
How to write Analyst, Corporate Actions Resume
Analyst, Corporate Actions role is responsible for translation, events, finance, securities, training, security, trading, reporting, research, supervision.
To write great resume for analyst, corporate actions job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Analyst, Corporate Actions Resume
The section contact information is important in your analyst, corporate actions resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Analyst, Corporate Actions Resume
The section work experience is an essential part of your analyst, corporate actions resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous analyst, corporate actions responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular analyst, corporate actions position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Analyst, Corporate Actions resume experience can include:
- Bringing energy and excitement to your role every day
- Solving of cash - and stock breaks with all involved custodian banks
- Provides on-the-job technical training , cross training and coaching for Analysts
- Responsible for processing all forms of Voluntary corporate events and balancing and reconciliations related to Rights issues, Tenders and other Complex offers
- Assist analyst with moving offers into full response by established deadlines by adhering to the zero tolerance policy
- SWIFT knowledge, understanding of securities accounting; or knowledge of financial instruments is desirable but not required
Education on an Analyst, Corporate Actions Resume
Make sure to make education a priority on your analyst, corporate actions resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your analyst, corporate actions experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Analyst, Corporate Actions Resume
When listing skills on your analyst, corporate actions resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical analyst, corporate actions skills:
- 6) Relay information clearly, accurately and effectively to various support teams and clients to resolve corporate action issues
- Strong interest in Financial Services
- Responsible for affected evidence collection related to our Service Organization Control Report (SOC1)
- Good command of the German and English language (written and spoken)
- Supporting divisional business needs, while maintaining a “client first” mentality
- Driving innovation through curiosity and comprehensive understanding of business processes and challenges
List of Typical Skills For an Analyst, Corporate Actions Resume
1
Skills For Systems Business Analyst Corporate Actions Resume
- Provide input and/or recommendation in the handling of large/complex matters while dealing with constant deadlines
- Ensure daily coupons and dividend events processing and claiming of overdue events
- 5) Process corporate actions on multiple accounting systems with accuracy and according to agreed process guidelines
- Supports Team Manager in ensuring operational efficiency, focuses on the day-to-day operation of the department
- 1) Daily monitoring of various custodian sources to track corporate actions
- 2) Receive incoming notifications from custodians and data vendor(s)
- 7) Maintain static data, accurate processing procedures for all job functions. Identify process gaps and work to improve daily workflow
- Contributes to midyear and end of year performance reviews
2
Skills For Senior Analyst Corporate Actions Resume
- Directs day to day work of junior level partners (but not a formal management role)
- Identifies and documents new procedures and controls
- Monitors multiple queues for time sensitive inquiries
- $10.7 trillion in assets under custody / administration
- Provides assistance to co-workers in volume sensitive roles. Escalates those problems which require Lead Hand or Manager attention
- Usage of our dedicated end user application corporate actions tool (COA)
3
Skills For Senior Analyst, Corporate Actions Resume
- Input to the maintenance of corporate actions dossier
- Liaison with market data providers and third party vendors (e.g. Bloomberg)
- Cooperation with colleagues in Basel and other offices such as Luxembourg on queries related to corporate actions, dividends and coupons events
- Support within launches of news investment funds
- Adherences to monthly KPIs and input to statistics
4
Skills For Assoc Analyst, Corporate Actions Resume
- Implementation of projects and ad hoc activities upon Line Manager instructions
- Fluent in English + German
- A team player (but can work independently as well)
- Client focused and solutions driven approach
- Applicable local/regional licenses or certificates as required by Business
- 3) Cleanse data , analyses impact of events
5
Skills For Securities Processing Senior Analyst Corporate Actions Resume
- 4) Monitor for full, timely and appropriate return of Fund Manager’s elections and initiate instructions out to Custodians
- Prepare the appropriate documentation to support clients’ technology requests such as Business System Documents, Test Scripts/Cases, Implementation Checklists and Post Implementation Support Documents
- Rebalance offers on Expiration date, monitoring returns or trade activity. Reconcile offers against DTC, GSL, and CDR
- Calculate and send out instructions to hold respective brokers liable of the client or Fund Manager elections via Smart Track, email, or fax
- Create Proof spreadsheet in preparation for 2 managers to signoff
- Client and Investment Manager query management
- Committed and self-motivated
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