Accomplished Analyst with a proven track record at Northern Trust, specializing in corporate action and financial management. Excelled in team development and streamlined processes, ensuring precision in critical report dissemination. Demonstrates exceptional decision-making and critical thinking skills. Achieved significant enhancements in information accuracy and client satisfaction.
Role is specialised in corporate action
Lead the creation of mandatory corporate action.
Ensuring accurate and timely release of corporate action event details to clients.
Play a vital role in team development by providing training and knowledge sharing on corporate action processes and procedures.
Oversee the entire life cycle of critical reports, from login to end of day, to guarantee their punctual creation,precision and dissemination.
Liaise with external parties including custodians, issuers and regulatory bodies, facilitating the exchange of information and documentation necessary for corporate action event creation.
Act as a subject matter expert on corporate actions,serving as a resource for resolving complex issues and providing guidance on best practices and industry standards.
Corporate Actions Processing & Management (Mergers, Acquisitions, Dividends, Stock Splits, Spin-offs)
Event-Driven Analysis (Understanding of market-moving corporate events and their impact on securities)
Financial Instrument Knowledge (Equity, Fixed Income, Derivatives, REITs, ETFs)
Regulatory Compliance (Familiarity with SEC, FINRA, and global regulatory requirements related to corporate actions)
Risk Management (Identifying, assessing, and mitigating risks in corporate action processing)
SWIFT Messaging & DTC Instructions (Handling corporate action-related instructions and settlement procedures)
Reporting & Stakeholder Communication (Creating reports for internal and external stakeholders)
Project Management (Managing timelines, deliverables, and stakeholder expectations during corporate action events)
Advanced Excel Skills (Data analysis, pivot tables, macros for efficient processing)
Attention to Detail (Ensuring accuracy in corporate action execution and reporting)
Critical Thinking
Asset Management
Risk Management
Time Management
Data Analysis And Accuracy
Recognised and rated as an Exceptional performer
Received multiple awards for Expertise and excellence
Euroclear-Easyway, DTCC, CREST,CDS,Interactive Data Services (IDS), Bloomberg, SWIFT
I hereby declare that all the information given above is true and correct to the best of my knowledge.