Jenny Lin Email & Phone Number

Greater New York City Area

 Analyze customer interactions and assess market competition, identify and fill product needs. Brainstorm and solicit new ideas to improve customer experience and drive growth. Prioritize development activities based on business and customer impact. Formulate and develop product strategy into detailed requirements. Deal closely with engineering teams to deliver products punctually and optimal use of resources. Communicate product pricing and positioning strategies to internal and external key partners. Provide feedback on promotional plans to ensure that they are consistent with strategy. Drive product launches by working with marketing team, executives, and product team members.  Build, educate, and promote product awareness and understanding.

New York, Ny

 Manage the Depositary, CSD, and Issuer Services business and support tax relief and reclaim activities for the Depositary Receipt programs of BNY Mellon, Citi, Deutsche Bank and JPMorgan.  Plan strategically and maintain attention to details to overcome challenges, meet deadlines, and achieve goals without sacrificing quality. Reconcile pending cases with foreign tax agencies, issuing companies, and custodian banks to ensure timely handling and processing of filings, currency exchange rates, and payment distributions. Facilitate and oversee training to new employees. Ensure that stakeholders receive the highest level of customer service.

New York, Ny

 Specialize and focus on foreign dividends, stock-loan, corporate actions (voluntary and mandatory), proxy, and technology enhancement. Achieve high levels of multi-tasking ability by remaining focused and goal-oriented, completing multiple tasks simultaneously and reach desired targets. Seek answers to questions independently without needing excessive guidance, asking only when the information cannot be efficiently found. Set up event notifications and interpret event offer material from multiple sources to disseminate to brokers and clients. Gather and promptly process instructions for equity and debt capital market events in a high pressure, deadline-driven environment. Monitor, verify, and distribute various types of entitlements including mandatory and voluntary corporate actions, instruments, dividends, and tax reclaims. Collaborate with internal groups utilizing comprehension of back office processes and procedures to fix errors and maintain accurate balances. Liaise with global custodians, transfer agents, proxy vendors, and banks to reconcile stock loan contracts, communicate liability, clean up fail obligations, and resolve discrepancies. Serve as a resource and industry expert by responding to queries from brokers, clients, and business partners regarding international corporate actions events.

New York, Ny

 Research, design, and implement new tax recovery processes for cross-border investments in non-traditional markets to benefit international investors (i.e. Croatia, Czech Republic, Kazakhstan, Philippines, South Africa, and Taiwan).  Adapt to arising situations, develop solutions to problems preemptively and as they occur. Establish and coordinate tax reclaim processes for CSDs and Issuers who list directly into a market where it is not tax resident, build a rapport with strategic partners. Fine-tune traditional business procedures to cut operating costs, forecast future activity, and improve efficiency in the department. Provide important tax planning and risk assessment feedback to market investors.

 Created detailed financial analysis of high net-worth clients compiled from statements and information supplied by client and based on investment objectives and time horizon. Administered and maintained client database and relationship management. Processed journals, trade errors, and compliance paperwork. Composed a comprehensive administrative training manual for new interns as well as trained and supervised inexperienced individuals in a demanding, competitive setting. Provided administrative support to senior vice president including handling busy phones, coordinating travel itineraries and scheduling meetings and conferences.