Summary
Overview
Work History
Education
Skills
Timeline
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JESSICA RAGHUNANDAN

Jersey City,USA

Summary

Qualified MBA graduate with solid background in analysis and problem-solving. Proven track record of identifying inefficiencies and implementing solutions that improve operational performance. Demonstrated ability to leverage data analytics and strong communication skills to drive strategic initiatives.

Overview

12
12
years of professional experience

Work History

Retail Investors Relations Analyst

Okapi Partners
04.2025 - Current
  • Responsible for providing data to shareholders for companies related to corporate governance.
  • Interact with shareholders to collect proxy votes on various corporate procedures such as executive elections, proxy contests, corporate mergers and quorum-seeking situations.
  • Act as a liaison between client and institutional investors and corporations for meetings.
  • Organize data and support data analysts in engagement between shareholders and clients.

Transaction Banking - Senior Specialist

MUFG Union Bank
10.2018 - 10.2022
  • Maintain customer contact logs to ensure that client inquiries and troubleshooting were resolved
  • Perform MUFG Innovation setup (including adding/modifying/deleting wire transfer templates)
  • Present and review all necessary agreements and forms to be timely and accurate
  • Provide customer/technical support for the GCMS/CMS products
  • Provide training and support for the SSO application
  • Monitor and review CMS wire template logs daily

Administrative/Technical Aid & Student Counselor

NJCU School of Business & College Bound
09.2014 - 05.2018
  • Greeted 50+ visitors daily and helped resolve any school-related issues while maintaining utmost discretion
  • Created Excel spreadsheets/PowerPoint presentations to compile university enrollment and retention rates
  • Managed the front desk in addition to any incoming/outgoing office phone calls
  • Scheduled advisement appointments for students to meet with faculty
  • Constantly developed more effective filing and organizational practices
  • Responsible for training new employees to ensure attention to detail and adherence to university policy
  • Assisted teaching staff as well as professional counselors during classroom projects, workshops, and trips
  • Monitored student’s academic progress, attendance, lateness, classroom, and cafeteria behavior

Loan Operations - Intern & Temp

MUFG Union Bank
07.2013 - 07.2014
  • Compared reports on IMMS to verify accuracy of debit and credit account postings and reported errors
  • Monitored fax tracking system for incoming loans and various transactions to be processed
  • Composed all incoming faxes with control numbers for reconciliation at end of day
  • Inputted and processed all loans, including collection of principal and interest rates on ACBS system
  • Checked all new loans on IMMS for accuracy
  • Cleared control numbers and checked same value date reports to ensure all daily work was processed
  • Printed control logs to ensure all faxes were received and processed
  • Sent confirmation via fax/e-mail for end of day reconciliation

Education

MBA - Organizational Management & Leadership

New Jersey City University
Jersey City, NJ
05.2024

Bachelor of Science - Finance

New Jersey City University
Jersey City, NJ
05.2018

Skills

  • Microsoft Office
  • Analytical Thinking
  • Salesforce Application
  • Time Management

Timeline

Retail Investors Relations Analyst

Okapi Partners
04.2025 - Current

Transaction Banking - Senior Specialist

MUFG Union Bank
10.2018 - 10.2022

Administrative/Technical Aid & Student Counselor

NJCU School of Business & College Bound
09.2014 - 05.2018

Loan Operations - Intern & Temp

MUFG Union Bank
07.2013 - 07.2014

MBA - Organizational Management & Leadership

New Jersey City University

Bachelor of Science - Finance

New Jersey City University

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