Performed Data Analytics to identify risk areas for clientsTested SOX ControlsConsulted with clients to achieve their goals

Promoted to Senior Client Account Manager in Custody department, serving as lead contact for client issue resolutionRebuilt relationship with bank’s long standing client resulting in 22% increase in AUM in 2014 through asset growth and new account openingsCreated new process to increase efficiency of client report generation, improving delivery time to clientsManaged 500+ daily direct client inquiries for large client teamAssisted clients with complex tax documentation requests to ensure the most favorable tax rates available and coverage in all markets

Researched Equity and Derivative Security prices on BloombergAnalyzed the validity of corporate actions with Excel modelsCalculated and confirmed impacts of specific securities on fundsPerformed daily and monthly valuations of funds under strict deadlinesFacilitated the transition of funds between offices

Finance intern in Accounts Payable department

Assisted Convertible Bond team in research of potential companiesGained experience with Bloomberg terminals Use technical and fundamental approach to value companies