Securities Processing Representative Resume Sample
Jarrod Schimmel
158 Ryann Neck,
Dallas,
TX
+1 (555) 802 8745
Work Experience
Securities Processing Representative
01/2016
-
PRESENT
Detroit, MI
- Cooperating closely with business stakeholders (both internal and external) that form the Global Middle Office structure whilst ensuring compliance to local and global regulations
- Communicating across global model servicing over 150 markets and a variety of financial instruments
- Processing transaction settlement process’s in SFS Operations unit for Equities, Bonds and Money Market
- Co-ordinate provision of settlement information provided to customers by SFS Operations team in response to clients’ settlement related query
- Opportunity to broaden understanding of Custody Operations in South Africa
- Opportunity to work closely within a dynamic business in large and varied Operations environment
- Access to key product leaders thereby increasing exposure to the larger organisation
Securities Processing Representative Ips Pam Dfa
10/2011
-
09/2015
Houston, TX
- Increased exposure to Senior management
- Consultation skills in a matrixed environment with various stakeholders
- Level of autonomy and business partnership to further develop influence, negotiation and leadership skills
- Flexible to work in 24 7 environment including night shifts
- A strong emphasis on time management in addition to being well organized and detail-oriented
- Team player with attention to details, problem solving abilities and analytical skills
- Prior working in BPO’s on capital markets back office processes
- Creating customized reporting based on clients’ requirements; maintain, produce and review client composites according to SLAs and GIPS standards
- Conducting quality control reviews of team members’ work and support testing of new features/functionalities between Performance and Accounting platforms
Securities Processing Representative Ips Gb Tam
10/2008
-
07/2011
New York, NY
- Understand, prepare and review Schedule of Investments, Statement of Assets and Liabilities, Statement of Operations, Statement of Changes in Net Assets and Statement of Cash Flows
- Able to interpret new accounting pronouncements and work with the financial reporting group to incorporate into footnote templates
- Team Member – Transfer Agency
- Contribute to the success of the Department’s achievement of performance service levels
- Ensure compliance with Citi’s Company Policy and maintain professional image in all dealings with internal and external stakeholders
- Independently manage time over the monthly, quarterly and annual production schedules to assure all deliverable deadlines are met
- Develop expertise with few repetitions
Education
Franciscan University of Steubenville
2003 - 2008
Bachelor's Degree in Accounting
Professional Skills
- Strong qualitative analysis Skills
- Coaching or performance management skills
- Possibility of developing soft skills as public speaking as a part of official Citi Toastmasters club
- Good interpersonal skills and demonstrable confidence in dealing with customers and internal parties
- Team player with attention to detail, problem solving abilities and analytical skills
- First rate communication skills
- Further develop technical, analytical and communication skills
How to write Securities Processing Representative Resume
Securities Processing Representative role is responsible for software, reporting, security, integration, training, securities, finance, composites, microsoft, proofreading.
To write great resume for securities processing representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Securities Processing Representative Resume
The section contact information is important in your securities processing representative 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 Securities Processing Representative Resume
The section work experience is an essential part of your securities processing representative 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 securities processing representative responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular securities processing representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Securities Processing Representative resume experience can include:
- Previous experience of working in a global organization is preferable
- A strong emphasis on time management in addition to being well organized and detail oriented
- Work experience in a financial processing environment
- Analyst – 0-1 years of experience in handling above activities
- Ensure timely reporting to clients and effective management of any escalations
- Ability of quick and effective acquiring of knowledge
Education on a Securities Processing Representative Resume
Make sure to make education a priority on your securities processing representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your securities processing representative 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 Securities Processing Representative Resume
When listing skills on your securities processing representative 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 securities processing representative skills:
- Understands his role in a team situation and contributes effectively; shares information and maintains effective working relationships with other team members
- Understands his role in a team situation and contributes effectively; dhares information and maintains effective working relationships with other team members
- Effectively communicates with the client/managers both verbally and through e-mail
- Effectiveness, strong engagement in work
- Build project management disciplines/skills
- Work experience in a financial processing environment
List of Typical Experience For a Securities Processing Representative Resume
1
Experience For Securities Processing Representative Collateral Margin Resume
- Access to in-depth knowledge of how Capital Markets operate
- Setting up of operational processes and possibility to influence them
- Access to a dynamic variety of training materials and courses across multiple delivery platforms
- Have the possibility to influence the clients directly through new solutions proposal and implementation
- Cooperation with other capital market players
- Work in fast-paced environment under tight deadlines
List of Typical Skills For a Securities Processing Representative Resume
1
Skills For Securities Processing Representative Collateral Margin Resume
- Motivates others in the team; acts to promote a friendly climate, good morale and cooperation; gives credit and recognition to others who have contributed
- A lot of integration and charity events. We care for good relations
- Work experience is required
- Total experience: 1-5 yrs
- Opportunity to work as part of a highly skilled team
- Understanding of security market and various financial instrument
- Learning to work across multiple internal custody clients
- Understanding of Asset Management and Investment banking industry particularly fund accounting concepts
2
Skills For Securities Processing Representative Ips Pam Dfa Resume
- Ensure timely settlement of these instructions with relevant monitoring & updating of outstanding trades
- Opportunity to broaden network by building and maintaining relationships
- Understand the business, our operating model and service offering and the importance of Service Level Agreements
- Complete extensive ongoing training to maintain competency in financial markets and instruments
- Unique benefits package including Multisport card, private medical care, group insurance, pension plan
- Work in a modern building in a very attractive location (Generation Park, ul. Prosta 36)
- Leisure area in our office where everyone can relax (hammocks, foosball, ping pong, PlayStation, board games and many more)
- Work on many interesting projects
3
Skills For Securities Processing Representative Ips Gb Tam Resume
- Preparation of weekly, monthly and adhoc client reporting
- Self-reliance in solving problems
- Knowledge of Regulatory frameworks, best practices and Market Standards for processing of Corporate Actions (ISDA/SWIFT/NMPG guidelines, etc.)
- Opportunity to develop multitasking capabilities
- Opportunity to significantly increase their knowledge of Fund Accounting, related departments and key systems
- Opportunity to develop multi tasking capabilities
4
Skills For Securities Processing Representative Multifonds Bos Resume
- Maintain an understanding of the systems required to initiate shareholder transaction and maintenance requests
- Maintain working knowledge of department policies and procedures
- Cash letters clearing
- Work in a high stress fluid environment
- Independently complete financial statements for all entities
- We provide fruits, juices and coffee
- A contract of employment and remuneration attractive on the market
- We focus on long-term cooperation
5
Skills For Fixed Income Securities Processing Representative Resume
- We work in an international environment that allows for valuable business knowledge and the practical use of English
- Knowledge of Citigroup GTS policies and procedures
- Knowledge of client expectations and how to meet those expectations
- Professional Qualification: C.A, Grade CWA
- Professional Qualification: (C.A, Grade CWA)
- Preparation and delivery of OEIC and Unit trust statutory financial statements
6
Skills For Securities Processing Representative Resume
- To own the transaction lifecycle and reconciliation breaks from identification to resolution, assist in daily portfolio accounting, GAV/NAV computation and review for long funds and fund of fund
- Economical or financial education preferable
- High propriety and ethical behavior
- B.S. - Master in Quantitative Finance or Technical field
- Opportunity to work closely with other departments within Citi, as well as the various operations teams within Funds Admin
- Opportunity to work closely with other departments within Citi as well as the various operations teams within Funds Admin
7
Skills For Securities Processing Representative Collateral Margin Resume
- Has a process perfect mindset, uses Six Sigma to improve efficiency and reduce risk
- Understands and follows processes; committed to zero error
- Has a process perfect mindset; uses Six Sigma to improve efficiency and reduce risk
- Uses metrics as a way of life; repeatability and reliability are kept at the top of the mind
- Understands and follows processes. committed to zero error
- Develop knowledge of many aspects of the Investor Services business
8
Skills For Securities Processing Representative Ips Pam Dfa Resume
- In-depth exposure to various market conventions and regulations
- Opportunities to "own" relationships with internal entities
- Process financial and non-financial shareholder transactions
- Draft correspondence in response to shareholder inquiries
- Answer inbound calls from shareholders, financial advisors and internal FIS partners
- Ensure account verification procedures are followed
- Respond to account and procedural information requests including processing requirements, shareholder account balances, closing prices and portfolio performance
9
Skills For Securities Processing Representative Ips Gb Tam Resume
- Facilitate purchase, sale, and exchange of fund shares
- Make outbound follow-up calls to shareholders in response to issues which cannot be resolved point-of-call
- Perform daily reconcilement of DDA and G/L accounts
- Take on additional responsibilities and project work as business needs dictate
- Financial Services Applications
- 0 to 6 months (fresher)
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