Results-driven Process Analyst Intern at Broadridge Financial Services with three years of experience in corporate events. Expert in data analysis and validation, leveraging Advanced Excel and Power BI to enhance reporting accuracy. Proven communicator, adept at client engagement and process optimization, ensuring compliance and excellence in all operations.
Overview
3
3
years of professional experience
5
5
Certifications
3
3
Languages
Work History
Process Analyst
Broadridge Financial Services
03.2022 - 03.2025
Power of Attorney Documentation: Reviewed, maintained, and dispatched POA documents with precision. Prepared cover letters to ensure effective communication and legal compliance.
Vote Rejections and Acceptances: Managed vote rejections and acceptances by conducting thorough reviews, identifying errors (internal or external), and resolving issues to ensure vote acceptance.
Data Validation and Record Keeping: Verified clients’ shareholding on record dates, reconciled data with sub-custodians, and resolved invalid identifiers (e.g., ISIN, CUSIP, SEDOL) through meticulous research and validation.
Swift and MX Message Handling:
Reviewed MT Swift messages (MT564, MT568, MT567) and MX messages (Seev.001, Seev.002, Seev.006).
Created MT565 and MX Seev.004, Seev.005 messages using STM and Finmapp applications.
Ensured accuracy and consistency in all sent and received messages.
Standard Operating Procedures (SOPs): Authored and maintained SOPs, fostering consistency and ensuring compliance with quality and market standards.
Client Interaction: Communicated effectively with sub-custodians and global custodians to address client queries. Proactively escalated and resolved issues to adhere to market standards and regulatory compliance.
Research and Resolution: Investigated and resolved discrepancies, ensuring data accuracy and compliance with market standards.
Soft Skills: Strong focus on quality and compliance, excellent documentation capabilities, robust data analysis skills, and effective client communication.
Education
B.com - Accounting And Finance
Presidency Degree College
Visakhapatnam, India
04.2001 -
M.E.C - Commerce And Accounting
Master Minds
Visakhapatnam, India
04.2001 -
Skills
Advanced Excel
Certification
Certified Agile Professional from IIBA regulatory institute
Timeline
Process Analyst
Broadridge Financial Services
03.2022 - 03.2025
B.com - Accounting And Finance
Presidency Degree College
04.2001 -
M.E.C - Commerce And Accounting
Master Minds
04.2001 -
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