Summary
Overview
Work History
Education
Skills
Timeline
Generic

Patricia Ingram

East Orange,NJ

Summary

Well-qualified support professional with positive and friendly demeanor. Strong attention to detail, effective communication skills and solid history of tackling diverse and challenging requirements. Well-versed in Global Plus, Bloomberg, Appraise, Microsoft Word and Excel Longview Helper Tool and Security Ledger.

Overview

15
15
years of professional experience

Work History

Pricing Operations Analyst

Bessemer Trust Company
01.2016 - 05.2024
  • Review pricing reports and pricing recons for accuracy
  • Process daily security requests and account maintenance
  • Manage and monitor daily Cognos reports
  • Maintains data provided by Vendors
  • Maintains special asset valuation provided by Client Advisors and other bank personnel
  • Generate Date of Death valuations for clients who held assets as of time of death
  • Work closely with Client Advisor, Custody, Data Operations, Performance Measurement, and Tax Cost.
  • Managed and processed over 50 incoming workflows and emails daily.

Control Desk Associate

Bessemer Trust Company
12.2012 - 01.2016
  • Process daily security 30 to 50 requests and account maintenance
  • Manage and monitor daily Global Plus reports
  • Conduct account, broker, employee, and portfolio and securities reconciliations by identifying any issues and determine best course of corrective action
  • Work closely with Client Administration Services, Custody, Bank Ops, Portfolio Operation, and Pricing departments to enforce firm’s policy and uphold existing controls and procedures
  • Assist and trouble shoot security set-up issues with internal and company branch personnel
  • Resolve all issues in timely controlled and client-orientated manner
  • Tested system and implementation of SunGard Global Plus updates
  • Assisted with reclassification of six thousand client accounts.
  • Managed multiple tasks simultaneously, prioritizing workload for optimal results and efficiency.

Global Plus Support Analyst

Bessemer Trust Company
10.2009 - 12.2013
  • Provided administrative support to Global Plus Support Group
  • Prepared and sent out weekly email for code moving to Global Plus production
  • Responsible for tracking Customer First System issues
  • Investigated and solved system issues and participated in business analysis
  • Liaison for problem resolution tracking between Bessemer departments and SunGard.
  • Collaborated with cross-functional teams to implement solutions that enhanced system performance.
  • Tested new software and hardware prior to deployment.
  • Developed strong relationships with vendors, resulting in better collaboration during troubleshooting efforts.

Education

Bachelor of Science -

Berkeley College
Woodbridge, NJ
06.2014

Skills

  • Security Setup
  • Global-Plus
  • Account Setup
  • EDB Apex Tool
  • Atlas
  • Security Ledger
  • Bloomberg
  • Longview Helper Tool
  • Dorado
  • System Administration

Timeline

Pricing Operations Analyst

Bessemer Trust Company
01.2016 - 05.2024

Control Desk Associate

Bessemer Trust Company
12.2012 - 01.2016

Global Plus Support Analyst

Bessemer Trust Company
10.2009 - 12.2013

Bachelor of Science -

Berkeley College

Similar Profiles

CREATE PROFILE
Patricia Ingram