Experience

Third Financial
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Corporate Actions Analyst at Third Financial

  • Jan 2022 - Present


The Share Centre

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Corporate Action Analyst

  • Oct 2018 - Aug 2022

  • Promoted to Senior Analyst within two years due to commitment shown to the position and capability displayed within the role. • Worked effectively as part of a team and individually. Managing my own personal time to prioritise and complete tasks as needed, but also aiding fellow team members to ensure the success of the group collectively. Assisted in the training and guidance of new team members. • In compliance with governing regulations, performed the reconciliation of stock units and cash before, during and after corporate schemes. • Maintained great accuracy in the processing of various corporate actions throughout their lifecycle with a high attention to detail. • Regularly liaised with third parties, intermediaries, and other brokers to settle outstanding claims and arrange the transfer of funds. • Communicated with clients clearly and appropriately as to the nature of relevant corporate actions and carried out their instructions effectively to ensure their satisfaction. Show less

• Transfer Specialist

  • Jul 2016 - May 2018

  • Co-ordinated and managed team projects, maximising productivity and prioritising tasks appropriately. • Regular contact with customers, providing quality service in a professional manner and resolving a broad spectrum of complex queries. • Ensuring the efficient transfer of client’s assets from one broker to another, with regular high value transactions. • Co-ordinated and managed team projects, maximising productivity and prioritising tasks appropriately. • Regular contact with customers, providing quality service in a professional manner and resolving a broad spectrum of complex queries. • Ensuring the efficient transfer of client’s assets from one broker to another, with regular high value transactions.