Anthony Shelton Email & Phone Number

New York, NY, US

• Has led the development of an interactive dashboard of client initiatives and trends leveraged across >600 clients.
• Has partnered to enhance scorecards on JPM custody performance released to clients across >600 relationships.

New York, NY, US

• Managed the Custody relationship for 1 of the business’ 3 highest revenue clients with $1.3T AUM.
• Managed 4 people’s responsibilities and serves as Custody escalation lead across all 9 clients as needed.
• Partnered with this institutional client to decommission 6 reports, realizing efficiency gains of 16 hours/week.
• Improved JPM’s service rating to green / above in all Custody areas for 1st time in 5 yrs. via client’s biannual survey.
• Collaborated with client service to expand the client’s Custody coverage globally to India beyond North America/EMEA/APAC, reducing the local team’s volumes by 50 queries/week.
• Presented to management on risk metrics, client service initiatives, process enhancements, and diversity/inclusion.

New York, NY, US

• Managed the Custody relationship for 1 of the business’ 3 highest revenue clients with $1.3T AUM.
• Oversaw 5 teammates’ responsibilities and serves as corporate action escalation lead across all 9 clients as needed.
• Has partnered with this institutional client to decommission 6 reports, realizing efficiency gains of 16 hours/week.
• Improved JPM’s service rating in corporate actions from amber to green in 1st year via the client’s biannual survey.
• Presented to management on risk metrics, client service initiatives, process enhancements, and diversity/inclusion.
• Led the team’s migration from Outlook to a strategic platform for auto categorizing queries, writing >400 rules.

New York, New York, US

• Delivered front-to-back post-execution support for all equities Trading desks from cash equities to derivatives
• Led corporate action positioning including calculation of price and composition adjustments as a result of mergers and acquisitions, stock splits, spinoffs, and other lifecycle events for stocks and swaps
• Piloted initiative to automate voluntary corporate action events for booking and reconciling immediately and accurately as part of our strategic business development plan over the next five years
• Researched new securities created by corporate actions to confirm market identifiers and tradability

New York, New York, US

• Collaborated with 22 Prime Brokerage & Clearing clients as their representative to fulfill corporate action requests
• Spearheaded initiative to reduce notification failures to clients & manual processing internally by 16 hours/week
• Streamlined our client service model by converting all 31 Clearing clients to our Prime Brokerage coverage model

New York, New York, US

• Resolved inquiries for GSEC Clearing clients and reconciled elections on proxy votes and corporate actions

New York, New York, US

• As 1 of 69 analysts/associates selected globally, shared best practices with Japan Asset Servicing, drafted business modeling between HK and Tokyo Proxy, and collaborated with industry to support electronic ICJ proxy.

New York, New York, US

• Developed, confirmed, and released announcements for proxy votes in US, Canadian, and Latin American markets

University Park, PA, US

• Collaborate with Schreyer Honors College staff to plan corporate and alumni networking opportunities for scholars
• Design various programs to build academic and global awareness
• Analyze and organize data for SHC projects, including Mentoring with Honors (MWH), using Microsoft Excel

University Park, PA, US

Bellefonte, PA, US

• Retain custody of poll books, along with ballot materials, for >1.9K voters
• Coordinate with Board members to oversee elections on the municipal, state, and federal levels

New York, NY, US

• J.P. Morgan Investment BankOperations Analyst Development ProgramThe ADR Support Team assists the Investment Bank by servicing hedge fund clients in their cross border trades and ADR/ORD conversions of foreign stocks.
• Collaborated on projects to improve settlement efficiency, compliance reporting, and records on >2K foreign stocks
• Maintained broker dealer client relationships through daily interaction to support their global business needs
• Prepared ADR/ORD conversion fail and cash break metrics on >500 transactions daily for the firm and clients

Mclean, Virginia, US

• Trained in front office operations, food & beverage, and housekeeping operations with General Manager

Master Of Business Administration - Mba, Specializations In Quantitative Finance, Global Business, & Leadership And Change Management

Bachelor Of Science (B.S.), Finance With Minors In Spanish & International Business

Ciee: Summer Language And Culture