Rashida Trent
Detroit,MI
Summary
Highly motivated, detail-oriented, and results-driven financial services professional with extensive experience in project management, user-acceptance testing, stock loan operations, and TSX (Toronto Stock Exchange) settlements. Proven ability to lead cross-functional initiatives, support technology enhancements, streamline operational processes, and collaborate with business, technology, and testing partners across global wealth and investment management environments.
Overview
4
4
Certification
Work History
Officer; Global Wealth and Investment Management Senior Operations Analyst
BANK OF AMERICA/MERRILL LYNCH
Jacksonville, FL
- Wealth Management Operations Client Data and Project Enablement User-Acceptance Testing
- Provides leadership and support for major project assignments which are intended to resolve business problems and/or capitalize on business opportunities for all phases of the project life cycle
- Prepares formal business requirements for new systems to address business needs
- Develops, coordinates, and executes testing and create test cases in support of Technology enhancements across multiple business units for all releases which includes lower lane testing as well as postproduction testing and monitoring
- Interfaces with internal and external businesses and systems areas to analyze, design, and provide project management support through all phases of the project life cycle as well as identify opportunities to enhance processes
- Supported Merrill Lynch’s Investment Advisory Program (IAP) Platform in a business analyst/user-acceptance testing capacity: responsible for developing and executing test plan/scripts working with technology/business partners, product owners, and project managers for monthly releases and off-cycle technological deployments in lower and production environments
- Responsible for identifying, analyzing, and reporting application gaps and defects in lower and production environments through quality control (QC) entries in Application Lifecycle Management (ALM) working with technology partners to resolve and test technological fixes
- Fulfilled Project Enablement Coordinator functions: creation and maintenance of User-Acceptance Testing & Post-Production Validation report execution submitted to business partners and senior leadership, responsible for use-cases/test scripts upload for different workstreams to ALM, and conducts bi-weekly meeting for progress and defects discussion with key business, technology, and testing partners
- Officer; Global Wealth and Investment Management Senior Operations Analyst Global Banking and Markets Stock Loan Operations
- Provided support to internal teams and business partners for the following Bank of America programs: Fully paid/Hard-to-Borrow Securities Lending Program…
- Provided timely response to client queries regarding: Automatic Standard Application for Payment (ASAP) trade instruction processing and settlement, agreement of collateral, and physical securities processing
- Analyzed and processed client account reconciliation verifying trade breaks, collateral movements, and cash/position accuracy.
- Officer; GWIM Sr. Operations Analyst MKTS/ Settlements & ETF Canada Global Markets Operations/Middle Office
- Provided support to internal teams and business partners for the following Bank of America programs: Fully paid/Hard-to-Borrow Securities Lending Program
- Responsible for processing and ensuring Trade settlement on Toronto Stock Exchange
- Liaise with Traders to ensure Trades settle in timely manner between NYSE and TSX
- GWIM Global Wealth and Investment Management Operations Analyst Securities Settlement Systems- Restricted Securities
- Identifying breaks, coordinating with trading desks, and ensuring compliance with operational controls
- Ensuring timely settlement and correct client allocations.
- Monitor and processing of Physical Securities
- Mortgage Loan Servicing & Operations Specialist /Loss Mitigation Home Loans HUD Certified
- Evaluate BPO & Certified Appraisal reports to determine Market Value accepting the best marketing dispositions.
- Resolve escalated issues regarding the short sale process & document collection
- Experienced in reviewing HELOC/ FHA/VA/HAMP/Conventional files with different Investors holding the 1st Mortgage and 2nd Mortgage
- HUD Certified, Knowledge of Investor Guidelines, State Laws, etc., to avoid legal matters
- Analyze files to ensure they meet Investor Guidelines & State Laws to manage the process of selling Real Estate, also based on department guidelines
Education
Certificate of Completion - Business Analytics and AI Digital Data Design
Harvard University
Skills
- Project Management & UAT: JIRA, ALM, test planning, test execution, defect management
- Technical Skills: SaaS, PaaS, IaaS, DevOps, Python
- Financial Operations: DTCC, Stock Record, TSX Settlements, Securities Lending
- Microsoft Office: Advanced Excel (cross-tabulation, analytics functions), PowerPoint, Word
- Business Analysis and Analytics: Requirements gathering, process improvement, cross-functional collaboration
- Onboarding & Operational Controls
Certification
- IBM – Cloud Computing, – Certification#: G6GPIGYZS4R9
- IBM – Software Engineer, – Certificate#: 5ZIBWDSBBGLY
- IBM – DevOps, – Certificate#: XEIOAZXS6FJT
- Scrum Alliance – Scrum Master, – Certification #: 001455517 Renews June.2026
- Federal Housing Authority – Certified Housing Urban Development (HUD)
Languages
English
Native or Bilingual
Timeline
Officer; Global Wealth and Investment Management Senior Operations Analyst
BANK OF AMERICA/MERRILL LYNCH
Certificate of Completion - Business Analytics and AI Digital Data Design
Harvard University