Thomas Robertson Email & Phone Number

Olney, Gb

Great Missenden, England, United Kingdom

• Analysis and management of property budgets across multiple accounts, including reconciliation and forecasting.• Bank reconciliation and monitoring of cash flow.• Researching and reporting on factors influencing business performance.• Auditing and conducting evaluations for cost-reducing opportunities. • Co-ordinating and supervising staff across multiple sites.

• Management of the team in a deputy role.• Maintained great accuracy in the processing of various corporate actions throughout their lifecycle with a high attention to detail. • Reconciliation of capital and income events, both mandatory and voluntary, such as tenders, merger elections, conversions, rights and warrants subscriptions, tenders, spin-offs, and splits.• Reviewed cashed and stock records, ensuring timely and appropriate resolution on breaks. • Liaised with clients to investigate and resolve complex queries efficiently. • Maintained awareness of operational risk within all aspects of the role.

London, United Kingdom

• Promoted to Senior Analyst within two years due to commitment shown to the position and capability displayed within the role. • Worked effectively as part of a team and individually. Managing my own personal time to prioritise and complete tasks as needed, but also aiding fellow team members to ensure the success of the group collectively. Assisted in the training and guidance of new team members. • In compliance with governing regulations, performed the reconciliation of stock units and cash before, during and after corporate schemes.• Maintained great accuracy in the processing of various corporate actions throughout their lifecycle with a high attention to detail. • Regularly liaised with third parties, intermediaries, and other brokers to settle outstanding claims and arrange the transfer of funds.• Communicated with clients clearly and appropriately as to the nature of relevant corporate actions and carried out their instructions effectively to ensure their satisfaction.

• Co-ordinated and managed team projects, maximising productivity and prioritising tasks appropriately. • Regular contact with customers, providing quality service in a professional manner and resolving a broad spectrum of complex queries.• Ensuring the efficient transfer of client’s assets from one broker to another, with regular high value transactions.

History And Archaeology (Ba Hons), History, 2:1

Activities and Societies: History Society Badminton Society

A Levels, History, Sociology, And Psychology, C, B, C