Experience

Praemium

• Australia
• Financial Services
• 200 - 300 Employee

• Portfolio Administration Analyst

  • Jul 2021 - Aug 2023

  • Handling accuracy of data entry process, ensuring reliable and error-free information delivery to Morgan Stanley, as well as providing them with essential reports; • Report checking for quarter/annual period, performing issue corrections and report regenerating when necessary; • Resolve differences between internal and external records daily; • Monitoring of client portfolios, adjusting necessary updates, checking the accuracy of asset allocations; • Technical maintenances… Show more • Handling accuracy of data entry process, ensuring reliable and error-free information delivery to Morgan Stanley, as well as providing them with essential reports; • Report checking for quarter/annual period, performing issue corrections and report regenerating when necessary; • Resolve differences between internal and external records daily; • Monitoring of client portfolios, adjusting necessary updates, checking the accuracy of asset allocations; • Technical maintenances, ensuring the accuracy of data, providing validity of client records; • Reconstruction of portfolios including capital gains/tax information; • Administering International transactions, fixed interest, stock transfers, withdrawals, redemptions, asset sales and purchases, and fund transfer requests. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Credit Operations Specialist

  • Oct 2019 - Jul 2021

  Armenia • Checking approved personal credit applications against internal guidelines and authorization for approval limits; • Cooperation with insurance companies, managing insurance agreements (checking/updating details/archiving), OBC insurance preparation; • Proper oversight signed security/facility agreements based on approval terms and conditions; • Accurate and timely processing of credit packs/CS regular tasks within the banking systems; • Handling of various irregular cases… Show more • Checking approved personal credit applications against internal guidelines and authorization for approval limits; • Cooperation with insurance companies, managing insurance agreements (checking/updating details/archiving), OBC insurance preparation; • Proper oversight signed security/facility agreements based on approval terms and conditions; • Accurate and timely processing of credit packs/CS regular tasks within the banking systems; • Handling of various irregular cases connected with approved non-standard facilities/restructurings; • Ensuring the accuracy and timeliness of loan drawdown processes; • Managing the process of movable and non-movable property release (checking all duties/preparation of applications/applying to state register); • Acting on behalf of Unit Manager and covering duties when necessary.

• Legal Associate - Intern

  • May 2019 - Oct 2019

  Armenia • Prepare staff agreements and arrange signing operations ensuring accuracy, completeness and conformity to rules, policies and procedures; • Engaging directly with internal individual and corporate customers and stakeholders; • Administrative responsibilities (filing/proper document archiving, register/record keeping, documentation managing); • Accurate processing of customers' contracts and security documentation with Notaries and State authorities.