Project Analyst
• Reviewed corporate action announcements from vendors and agents to support securities operations.
• Entered and validated income and mandatory action data within internal systems.
• Reconciled client positions, tracked receivables/payables, and maintained cash forecasts.
• Communicated with clients regarding uninstructed positions and confirmations.
• Collaborated with cross-functional teams to ensure service standards and issue resolution. Utilized SQL to extract, clean, and analyze large datasets for reporting, Analyzed manual financial processes to identify automation opportunities. Drive Alpha Demand management and GTM initiatives to optimize project workflows and strategic execution