Ifg - Capital Markets And Wealth Management Operations
Toronto, Ontario, Canada
A senior member of the team responsible for process with respect to trades and transactions of mutual funds across different lines of business including purchases, redemptions, switches, transfers, rollovers, reversals, cancellations, PACs, AWDs/SWPs, DCAs and collaterals/assignments. Also ensured over 3000 funds were priced accurately at end of the day to prevent any financial loss. Apart from that, analyzed and recorded team’s metrics on daily basis (both - on shore and off shore teams) to keep check on team member’s performance.