Jasmine L. Email & Phone Number

New York, New York, Us

New York, New York, Us

New York, Ny, Us

New York, Ny, Us

New York, Ny, Us

• Conducted research on mutual fund offerings, general accounts, investment of assets, and financial data for existing and potential clients in anticipation of meetings and conferences • Tracked revenue month to month for full-service clients on fund administration and fund accounting transactions • Gathered information on requirements in each state to determine how the firm could act as custodian over proprietary assets for insurance companies • Performed documentation review for all clients under the insurance custody team including custodian agreements, fee schedules, fund transfer services agreements• Reconciled fee schedules to invoices to ensure that all transactions were correctly billed and accounted for • Created asset reports for multiple clients to compose fee analysis reviews and project future revenues • Assisted in creating account lists for new trust company and detailed presentations on insurance securities

New York, New York, Us

• Prepared ad hoc and strategic reporting to senior members of the firm using Bloomberg, S&P LCD, and Capital IQ• Created over 400 deals in credit and markets CRM platform to maintain primary deal data for the past eight years • Performed data migration for various capital markets teams and offices internationally to maintain the global pipeline• Tracked orders, allocations, fees, pricing for all debt capital markets deals including first lien term loans, second liens, delayed draws, senior notes, and pro rata facilities• Analyzed market trends and previous debt facilities to find potential investors for ongoing leveraged loan deals and provide color on pricing dynamics• Compiled fee databases to show tranche sizes, KCM fees, sponsors, and left leads to integrate data from differing sources• Continuously updated deal information for auction processes in potential leveraged buyouts• Presented case studies for high profile cases to compare financing proposals from various banks• Conducted ad hoc research and developed databases on covenant modified amendments, high yield bonds, and credit screenings to evaluate debt opportunities for capital markets

Boston, Ma, Us

• Managed and presented commercial banking department's funding submissions for various project approvals to finance team and cost management committees on a weekly basis• Composed business cases and utilized online SAP software to fund operating and capital expenses for a $75 million budget • Communicated directly with vendors and external companies to expedite funding of new projects by gathering necessary accounting information•Tracked and submitted invoice payments for commercial banking and interacted with accounts payable on a weekly basis regarding invoice management• Presented contracts to the legal department with necessary documentation to ensure compliance with banking regulations• On-boarded employees and contractors to effectively integrate them into the organization• Analyzed market data trends for various vendors and updated license users in the bank to reduce global corporate banking expenses• Maintained funding deadlines for critical business services and major projects