TA Analyst Resume Samples

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K Kihn

Katheryn

Kihn

51587 Davis Neck

Dallas

+1 (555) 307 5102

51587 Davis Neck

Dallas

Phone

p +1 (555) 307 5102

Experience Experience

Dallas, TX

TA Analyst

Dallas, TX

Fahey Group

Dallas, TX

TA Analyst

Provide performance feedback to supervisors
Analyzes and interprets meaning and implications of business metrics, data, trend analysis, and reports to measure business value and benefits
Delivers Training to new hires and existing employees on
New Policies and procedures awareness training
Business line training (experts in)
Track employee training classes and attendance. Compile and submit attendance reports as requested
And to support roll-out of new projects and initiatives

Los Angeles, CA

Sec Processing Analyst TA Long Funds

Los Angeles, CA

Wyman, Lind and Swaniawski

Los Angeles, CA

Sec Processing Analyst TA Long Funds

Work closely with Fund Accounting to provide timely and accurate data for computation of daily net asset values
The candidate should have worked in operations or service department of AMC
Ensure the daily accurate processing of all shareholder requests, both financial and non-commercial received for processing; coordinate for any exceptions to be resolved
Manage the daily operating metrics of the operations unit including cost per account, productivity, headcount, error rates and other key metrics of the operations unit
Meeting ongoing performance targets and managing the operations to meet them
Prior working in BPOs on capital markets back office processes
Coordinate with Legal and Compliance to ensure transactions are within the prescribed local regulator regulations and guidelines

present

Detroit, MI

Securities Processing Analyst Maple Ta Rebadge

Detroit, MI

Rowe LLC

present

Detroit, MI

Securities Processing Analyst Maple Ta Rebadge

present

High level client & shareholder servicing
Possibility of assisting AVP with Dept projects & adhoc requests
Varied and interesting role as the IS supervisor looks after all aspects of their assigned funds
Training of staff
Performance Management - provide direction, coaching and leadership to staff
Ideal opportunity to expand knowledge of the Alternative Investments Fund business and of the Investor Services (IS) Department function within the overall industry
Participate in interviewing for open positions

Education Education

Bachelor’s Degree in Commerce

California State University, Northridge

Bachelor’s Degree in Commerce

Skills Skills

Strong attention to details and quality
Ability to assess a problem quickly and determine to what level it should be elevated, directing staff/customers to the correct person(s)
Good knowledge of training cycle and various methods of training delivery
Excellent interpersonal skills and a proven ability to work well with a variety of different people and levels
Strong time management skills and ability to handle multiple tasks
Highly proficient in written and spoken English
Strong PC knowledge including use of Microsoft Office products
Excellent working knowledge of Excel (including Macros) and PowerPoint
Ability to present information, deliver training and provide instruction
Good written and oral communication skills

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Sec Processing Analyst TA Long Funds Resume Examples & Samples

Responsible for daily processing for all shareholder transactions
Primary functions include purchases, redemptions, exchanges, systematic plans, brokerageand dividend
Ensure the daily accurate processing of all shareholder requests, both financial and non-commercial received for processing; coordinate for any exceptions to be resolved
Processing of special transactions where there are dual tax implications
Ensure all rules and guidelines related to foreign investments into the funds of the company are fully complied with
Work closely with Fund Accounting to provide timely and accurate data for computation of daily net asset values
Work closely with the auditors to institute appropriate process controls to ensure transactions are processed within prescribed norms
Manage the daily operating metrics of the operations unit including cost per account, productivity, headcount, error rates and other key metrics of the operations unit
Meeting ongoing performance targets and managing the operations to meet them
Capturing system requirements of the unit
Coordinate with Legal and Compliance to ensure transactions are within the prescribed local regulator regulations and guidelines
Provide reports as required by the Compliance department
Service delivery to Sales and Customer Service as per the service level agreement for the operations unit
Investor complaints and queries must be resolved in a speedy manner to enhance customer satisfaction where these relate to the operations of the company
At least 8-12 relevant years of experience in capital markets working in broking houses (settlement, data management, margining areas), registrars/transfer agents, custodians, asset managing companies
Domain skills in the various asset classes including equity, debt, liquid & FOF (Fund of Funds)
Should have knowledge of hedge fund industry and the role of the various intermediaries
The candidate should have worked in operations or service department of AMC
Responsible for reporting to statutory authorities
Knowledge of corporate actions
Prior working in BPOs on capital markets back office processes
Preferable if the candidate has prior knowledge of SEC regulations in the hedge fund industry
Bachelor’s degree preferably in Commerce, Economics, Finance/MBA

TA Div Analyst Resume Examples & Samples

Knowledge of Excel
Knowledge of Franklin Templeton or equivalent Investment Industry experience
Familiarity with the quality review process
Ability to interact effectively and professionally with internal team members and members of the business community
Excellent analytical, organizational and administrative skills
Strong time management skills and ability to handle multiple tasks
Ability to exercise independent judgment consistent with department and corporate guidelines
Ability to organize and prioritize work and coordinate the work of others

Business Analyst / TA Resume Examples & Samples

Business Analysis and requirements gathering skills and knowledge are essential for this role
Previous experience working on a new business implementation project would be beneficial
Working knowledge of Transfer Agency and Transfer Agency systems
Previous experience of implementation of new applications
End to end experience of project lifecycle
Ability to clearly define requirements in significant details leaving no room for misinterpretation
Ability to engage successfully in multiple initiatives simultaneously
Good understanding of User Acceptance Testing
Excellent communication, interaction and influencing skills

Ta-senior Financial Systems Analyst Resume Examples & Samples

Minimum of 3 years work experience with financial or accounting systems role
Understanding of financial systems processes and enhancements
Interest in technology applications and how these applications impact financial results
Ability to work under limited direction and supervision on assigned priorities and projects
Strong analytical skills and the ability to identify and resolve issues
Excellent organization, communication and time management skills and ability to work in a dynamic environment
Excellent written and verbal communications skills
Experienced in using the Microsoft Office applications
Experience participating in medium/small projects that encompass multiple systems
Minimum of 5 years work experience with financial or accounting systems roles
Experience in using SAP or another ERP
Experience implementing financial processes and systems
Experience in using and maintaining front of house sales systems
Experience in the design, evaluation, testing and implementation of system break fixes, enhancements, projects, and other system changes
Experience providing day-to-day financial system transactional and end-user support and maintenance
CPA or CMA license, or equivalent
PMP or other professional project management certification

Ta Technical Support Analyst Resume Examples & Samples

Strong human relationship skills, must be able to comfortably work with and communication clearly and concisely with all levels of cast, including Executives. Ability to elicit confidence and build trust and rapport
Must be able to work in a fast-paced, high volume environment, managing multiple tasks and projects
Minimum of two years Disney experience in Parks, Resorts, or Sales, individually or combination
Must be able to work independently, be responsible, flexible, and highly motivated
Computer/Technical literacy; proficient in the use of computers; possess strong knowledge of Microsoft products, ServiceNow, VersionOne, Agile practices, etc.. Technical/User knowledge of the composite applications, and sequel database knowledge is a plus
Demonstrated ability to adapt to new and or changing equipment and technology
Must be well organized, and have the ability to prioritize multiple tasks, work efficiently within time constraints and deadlines, and handle stressful situations
Excellent analytical skills to comprehensively analyze and interpret situations and possess strong problem-solving skills to develop or assist in the development of solutions to issues
Demonstrated ability to work effectively as a part of a team
Bachelor’s degree or equivalent work experience

TA Compliance Analyst Resume Examples & Samples

Post-secondary education, college diploma, university degree
2 years minimum experience in a mutual fund transfer agency environment and domain knowledge with emphasis in business transaction processing functions in an AS400 environment
CSC or related industry course
Solid knowledge of FTI policies and procedures, including those related to registered products
Excellent analytical, organizational and time management skills to manage multiple tasks effectively in a fast paced environment with short deadlines
Excellent presentation, verbal and written communication skills
Excellent problem solving, independent work, and decision making skills
Ability to interact effectively, positively, and professionally with internal/external business partners and senior management
Productive and energetic self-starter. Strong customer focus with ability to build, foster and maintain solid positive relationships both externally and internally

Securities Processing Analyst Maple Ta Rebadge Resume Examples & Samples

High level client & shareholder servicing
Maintenance of Shareholder Register for assigned funds
Review of trades and NAV
Performance Management - provide direction, coaching and leadership to staff
Technical Skills Required
Shareholder Registration System
Bachelor's Degree or an academic equivalent in a discipline relevant to the Accounting/Investment function together with 2-3 years industry experience
High level of computer literacy and familiarity with standard office software applications such as Excel and Word
Ability to adhere to deadlines is required

Business Analyst / Ta-mifid Resume Examples & Samples

Degree Qualified in Finance or Business / Masters preferred
Ideally achieved a recognised BA qualification; Transfer Agency experience - ideally Operational and Business Analyst
Understanding of standards, methodologies, processes, systems and technology necessary to support Financial Services operations
Must have experience leading team of other BA's
Experience of writing business specifications and data mapping
Good analytical and consultative interviewing skills
Strong writing, communication and presentation skills
VISIO skills preferred
Prior experience in documenting complex business requirements for IT system updates, defining Management Reports
Experienced in planning and running workshops to gather requirements from SME's in Compliance and Operations
Ability to clearly document use case scenarios for complex business rules (regulatory driven)
Client Facing experience desirable
Prior experience in defining Operating Models for Operations teams
Familiarity with Regulations affecting the Funds industry, in particular MIFID, RDR
Involvement in large complex projects

TA Division Analyst Resume Examples & Samples

Requires Bachelor’s degree or equivalent experience
2+ years of business experience working in a medium to large corporation
Experience working with projects
Experience in financial services industry preferred
Contact Center and/or Operational experience preferred
For TA Intranet, Policies and Procedures and Communication Focus: Experience in system analysis and design, database technology, programming and web development concepts (maintain corporate SharePoint site), and technical writing preferred
Ability to deliver excellent results within the established timeframes while managing multiple priorities
Ability to maintain current knowledge of procedures, products, and workflows for specific customers and focuses (e.g., quality, staffing, P&P, financial reporting, etc.)
Ability to proactively identify customer needs and service trends and to communicate that information to organizational leaders with accompanying solutions that are consistent with organizational objectives
Knowledge of Windows and MS Office (Word Excel, and PowerPoint), with strong proficiency in Excel
Knowledge of proper usage of grammar, vocabulary, spelling, proofreading, and documentation generation
Ability to think critically and demonstrate attention to detail
Ability to communicate effectively both verbally and in writing; demonstrate strong comprehension of verbal and written instructions; and exhibit excellent advocacy and persuasive skills
Ability to establish and maintain cooperative working relationships with external vendors in the course of performing assigned duties
Ability to work independently and perform duties under general direction

Gpc-ta-reference Data Management Analyst Resume Examples & Samples

Should be able to work independently but also need to be a good team player
Strong knowledge of Microsoft excel & word
Prior mutual fund processing experience is preferred but not a firm requirement

Gpc-ta-reference Data Management Analyst Resume Examples & Samples

Strong domain knowledge is essential & understands the TA businesses
Able to identify & implement various process controls with the help of senior resources in the team
Provide innovative ideas for process development
Ability to perform maker & checker function in order to meet the client expectation

Gpc-ta-ref Data Management Intermediate Analyst Resume Examples & Samples

Able to identify and implement various process controls
Ability to navigate proficiently in a windows environment
Interpersonal skills - Relationship builder, respectful and resolves problems
Communication skills - Presentation skills, listening skills, oral and written communication skills
8-10 years of relevant experience
Excellent planning and organization skills

Gpc-ta-ref Data Management Analyst Resume Examples & Samples

Ability to support and guide team members
Well versed with preparation of SOPs/Process flow charts
Able to identify and implement various process controls with the help of senior resources in the team
Be able to work as part of a team with minimal supervision Accuracy and attention to detail are critical
Strong knowledge of Microsoft Excel and Word
Solid understanding of Mutual Fund industry preferred
3-5 Years of relevant experience

GPC Ta-reference Data Management Analyst Resume Examples & Samples

Excellent keyboarding skills
Responsible for meeting all client deliverables
Ability to read, write & speak english proficiently
Bachelors degree in Commerce is desired
1-3 Years of relevant experience

GPC TA Reference Data Management Intermediate Analyst Resume Examples & Samples

Motivational skills - Performance standards, achieving results and persistent. Ability to drive the team in right direction with positive intent
4-5 years of team handling experience
A good understanding of effective risk management
Ability to support, guide & motivate team members
Strong domain knowledge is essential & understanding of TA businesses
Well versed with preparation and review of SOPs/Process flow charts
Should be the first point of contact for escalation & unresolved queries/issues

TA Senior Division Analyst Resume Examples & Samples

Facilitate team meetings
Experience in database technology and programming
Additional Desirable Qualifications
Solid Franklin Templeton business insight
Experience in financial service industry preferred
2+ years of analytical experience preferred
Experience in interaction and communication with executives and senior leaders preferred
Knowledge, Skills, And Abilities
Ability to perform multiple tasks in a fast paced, team environment
Knowledge of Windows and MS Office (Word, Excel, and PowerPoint), with strong proficiency in Excel and Access
Strong working knowledge of Visual Basic programming and SQL
Must be flexible and adaptable
Ability to apply analytical skills
Excellent customer service focus
Ability to interact with management on a regular basis
Ability to exercise independent judgment consistent with the work being completed and within the department’s guidelines
Excellent analytical skills, and ability to present data to Management at all levels
Ability to work well under pressure and strict deadlines
Problem Solving And Decision Making
Ability to recognize and communicate potential issues impacting the function
Ability to made decisions independently within the context of organizational goals and long-term objectives
Ability to guide others to execute on/implement decisions that follow corporate strategies
Ability to solve or provide input to solve complex challenges
Work Location : Hyderabad
Work Timings: 2.00 pm to 11.00 pm
Life insurance for protection of employees’ families
Personal loan assistance
Employee Stock Investment Plan (ESIP)

Gpc-ta-reference Data Management Intermediate Analyst Resume Examples & Samples

Ability to support, guide and motivate team members
Should have the ability to understand and handle complex queries
Strong knowledge of Microsoft excel and word
Rior Transfer Agency processing experience is required
Ability to work under pressure meeting challenging deadlines

Senior TA Business Analyst Resume Examples & Samples

3 to 5 years of experience in role focused on reporting and analytic
Retail, HR or Talent Acquisition background preferred but not required
Analyzing trends in data is a plus
Proficient in all areas of MS Office especially Power Point
Advanced MS Excel, including pivot table creation, advanced formulas, vlookup function
Adaptable and accepting to change
Proactive rather than reactive
Driven to succeed with a high degree of detail orientation
Good mathematical and analytical skills
Good verbal and communication skills
Strong organizational skills and ability to multitask with minimal supervision
Intermediate to advanced MS Access, including importing large date files, query creation etc
Able to make sound decisions
Ability to take initiative and accountability for the accuracy of information
Must perform the job safely and utilize proper safety techniques and use of equipment when appropriate
3-5 years of experience in role focused on reporting and analytic
Analyzing “trends” in data is a plus
Strong organizational skills and ability to multi-task with minimal supervision

Senior Financial Analyst TA Infectious Diseases Resume Examples & Samples

A minimum of a Bachelor’s degree is required, preferably with a major in Accounting, Economics or Finance
Master’s/MBA degree, CPA, CMA or other financial certifications are preferred
A minimum of 3 years of finance, accounting or related business experience is required
Intermediate to advanced Microsoft Excel skills required (i.e. Pivot Tables, Formulas, VLOOKUP functions)
Experience with SAP is preferred
Must possess the ability to partner with associates at all levels of the organization
Must have strong communication, presentation, interpersonal, negotiating and influencing skills
This position requires a highly motivated individual with strong analytical skills, intellectual curiosity, proven leadership skills and strong ability to work with ambiguity
The position may require domestic and international travel up to 15%.Finance

TA Analyst Resume Examples & Samples

Typically has 2-5 years related experience (For ISC employees only)
Continues to build knowledge of the company, processes and Customers
Performs a range of assignments related to discipline
Uses prescribed guidelines or policies in analyzing situations
Receives a moderate level of guidance and direction
Collaboration Tools-SharePoint or similar
Proficient on MS Excel
Solid understanding of other Microsoft Office applications including Powerpoint
Solid understanding of Microsoft Visio
Experience of Microsoft Access

GPC TA Reference Data Management Intermediate Analyst Resume Examples & Samples

Should be able to identify process gaps and need to work as a trouble shooter
Liaising with clients/other counterparts regarding escalation, issues and Service Level Agreements
Innovative thinking - Creative thinking decision making, input seeking, logical thinking and solution finding
Bachelors Degree in Commerce is desired

Senior Financial Analyst TA Infectious Diseases & Global Public Health Resume Examples & Samples

Business partnering; focused on portfolio/compound support within specific areas of the Disease Areas of the ID TA (HIV/AIDS) and Global Public Health (Janssen). For compounds within area responsibility, business partnering entails following activities
Ideally a minimal finance experience 3 years, preferably gained in a large or medium-sized enterprise
Analytical approach to thinking and working
Able to work independently in a very dynamic, complex and global business environment
Proactive and result oriented mindset
Continuously challenge the status quo and provide recommendations for finance and business improvements
Strong influencing & communication skills; get the message across effectively and respectfully
Fluency in English (written & oral)
Skilled at using advanced Microsoft packages: Word, Excel, PowerPoint, Outlook
SAP knowledge is an advantage
Connect: Encourage and support internal collaboration across levels, creating effective solutions
Shape: Challenge the status quo and adapt to change, taking advantage of opportunities to have positive impact
Lead: Leverage diverse perspectives, backgrounds and talent to generate effective ideas or solutions
Deliver: Act with speed, flexibility, and accountability to achieve goals
Deliver: Manage priorities effectively to deliver expected results

Gpc-ta-reference Data Management Intermediate Analyst Resume Examples & Samples

Processing of Financial & Non-Financial transactions through internal systems as per regulatory and client requirement
Should be able to identify process gaps & need to work as a trouble shooter
Liaising with clients / other counterparts regarding escalation, issues and Service Level Agreements
Ability to read, write & speak English proficiently
Communication skills - Presentation skills, listening skills, oral & written communication skills

Analyst TA Resume Examples & Samples

Query resolution (Single point of contact)
Enhance the quality of the respective processes by identifying training opportunities and delivering the training
Perform the role of process trainer for new joiners
Ensure that the process flows and procedures are updated appropriately as and when updates are received
Support the team in the absence of the Team Leader

TA Treasury Operations Associate Analyst Resume Examples & Samples

Your ability to handle multiple tasks simultaneously within a tight timeframe
Your strong analytical and problem solving skills
Your advanced skills in various Microsoft Office applications including Access, Excel, Word, and PowerPoint. Macro/VBA experience is a plus
You must demonstrate strong leadership skills
Ability to manage the escalation process properly and effectively
Ability to communicate effectively with internal and external business partners
In-depth knowledge and understanding of processes end-to-end

TA Analyst Resume Examples & Samples

Reporting for APAC (30%)
India TA AMC reports: Ensure the AMC reports are sent on the agreed timelines
Asia reports: Update the all Singapore, Hong Kong and Australia reports and MIS is sent on the agreed timelines. Redesign and automate for updated and faster turnout of the reports
International metrics team report: Report the international metrics team report within the agreed timeline without errors
Typically has 2-5 years related experience (Required)
Statistical & Analytical skills
Excellent working knowledge of Excel (including Macros) and PowerPoint
VB would be an added advantage

Change Management Lead Business Analyst TA IOB Redesign Project Resume Examples & Samples

Assist Project Manager and Project Sponsor in defining project scope
Identify business goals and problems in individual business units and across the organization
Perform assessment of feasible solutions and the range of problems they may solve
Lead project segment or work stream. Prepare a plan for the work stream plan, including the creation of a work breakdown structure, task assignments, timelines, phases, dependencies, and critical paths
Work with Project Managers to prioritize deliverables and manage resources
Ensure that Business Analysts adhere to strong project execution methodology standards and best practices throughout the project life cycle
Conduct business analysis to determine how changing business needs will affect the system or product; clearly articulate the business need and potential solutions with support of insightful analysis and documented evidence
Demonstrates strong subject matter expertise in the assigned product or discipline, including technical knowledge of associated systems
Design creative solutions that meet the goals and objectives of the project and align with product/discipline strategy
Lead work streams or project segments
Lead or participate in client workshops and meetings to identify key issues, requirements, and gaps

TA Division Analyst Resume Examples & Samples

Bachelor’s degree or higher in finance, management or similar (preferred)
Fluent command of English – orally and in writing
Strong knowledge of Microsoft Excel, with knowledge of Access and VBA as an advantage
Strong attention to detail and quality
Ability to work independently and search for solutions
Ability to work on projects and achieve team goals
Ability to write manual procedures
Previous TA experience would be an asset

Senior TA Systems Analyst Resume Examples & Samples

Provide excellent customer service to our internal and external partners
Communicate effectively to both technical and non-technical stakeholders – understands concepts at lower levels of detail and communicates salient points at appropriate levels of abstraction to multiple audiences
Use your organizational skills to create a productive workflow that the larger team can understand and follow efficiently
Assess alternatives and drive the identification and development of enterprise level technology solutions to meet the business requirements
Communicate effectively across all levels of the organization and to senior leadership
Provide on-going feedback to teams and peers across organizations and teams in order to help drive systems adoption
Prioritize technology solution requirements agreed with key stakeholders, including identification of associated trade-offs
Bachelor’s degree or equivalent relevant experience
Demonstrated and significant expertise in numerous TA technologies with a broad working knowledge of Talent Acquisition applications and solutions
Advanced knowledge of business process redesign principles and techniques
Experience developing and gaining acceptance for strategic plans proposed solutions and business cases with executive technical and business leaders
Working knowledge of systems development lifecycles and systems integration projects

TA Analyst Resume Examples & Samples

Conducts processing and other activities designed to keep own knowledge of TA operations and services, policies and procedures fresh
Actively researches corporate and TA applications and deployment of new technology to evaluate use and any training support requirements
Keeps abreast of policy, procedure and workflow updates
Financial services experience preferred
Up to two years participating in small – medium training initiatives
Ability to interact with teams in a multi-site and cross-functional environment
Highly proficient in written and spoken English
Analytical, organizational, and administrative skills
Excellent interpersonal skills and a proven ability to work well with a variety of different people and levels
Good knowledge of training cycle and various methods of training delivery
Ability to present information, deliver training and provide instruction