Moin Ahmed

• Responsibilities:
• I used to handle all MO Office operations for UK and US clients.
• I will be monitoring cash balances on a daily basis, whether cash is getting loaded for all CLO and SMA funds, and I will send a report to the client.
• I do reconciliation on a daily basis, and we also have hourly deadlines for the reports.
• I completely handle restrictions on Tier 1 and Tier 2 levels, on which trading will be done by the Data Analyst.
• We maintain cash records for PCO funds from the custodians and send the report to the client if any transactions are missing, indicating which custodian's total and our database totals are not matching on a priority basis.
• We will process CLO invoices that we receive from custodians on a daily, monthly, and quarterly basis for maintaining CLO funds.
• Also, on a monthly basis, used to check sustainable climate risk issuers from the risk team in our database to maintain an accurate track record for issuers.
• Daily check conflict documents and closing documents as per the client's request in the portal to make the trade get settled.
• Achievements:
• "Ace of Rookies" within the first two months.
• Awarded 'Unicorn' for handling high-pressure situations smoothly.
• Consistent client appreciation for accuracy and attention to detail.
• 2.7 years; currently working here.

I do reconciliation for trade records.

• Responsibilities:
• Providing high-quality customer support.
• Handle all queries in a polite, professional manner.
• Educate agents on current and potential products and service information.
• Probe and troubleshoot agent queries, and provide a suitable and satisfactory solution.
• Identify and escalate priority issues to the Team Leader.
• Achieve agreed-upon KPIs and objectives.
• Adhere to laid-down internal policies, procedures, and processes.
• Achievements:
• Promoted to SME within six months due to outstanding performance.
• 1.2 years

• Responsibilities:
• Review and update client mortgage files and key database information to maintain accurate records.
• Investigate and rectify the errors as per the client-provided data.
• Keep confidential records, information private, and secure.
• Quality check the completed orders keyed by SCI-2ND KEY, and create a report as per recorded information.
• Managed and led the team based on excellent performance and trust.
• 1.2 years.