Ziaul Islam
Cambridge,Massachusetts
Overview
9
9
years of professional experience
Work History
Private Investment Services Analyst
Wellington Management Company
Boston, MA
05.2022 - Current
- Processed and researched corporate actions such as dividends, lock-up expirations, bonus issuances, share buybacks, etc.
- Settled all restricted sales in a timely manner, ensuring all potential broker buy-ins were avoided. Collaborated with brokers, traders, and legal teams through the lifecycle of the sale.
- Executed comprehensive reconciliations for Custody rule, Position tracking, and Cash flows on a recurring basis.
- Managed wire payment operations, including providing payment details, conducting callbacks, confirming receipt of payments, instructing outbound wires to private issuers, and performing background checks for compliance.
Operations Associate
Income Research + Management
Boston, MA
01.2020 - 05.2022
- Investigated and resolved 50+ daily trade failures due to pricing, account name mismatches, incorrect settlement instructions, and quantity errors.
- Functioned as a liaison between brokers and custodians to ensure all trades were settled T+2. Internally functioned as a Middle Office, providing client teams and traders with trade details as necessary.
- Using CTM, I ensured that the IRMs' trade instructions matched the brokers' details. Internally amended trade details as necessary, and provided new instructions to custodian banks as needed.
- Daily and monthly position reconciliation of 100+ positions held across multiple custodians for 30+ clients.
Backroom Team Member
Target
Cambridge, Massachusetts
01.2017 - 06.2018
- Trained all new hires and ensured they were aware of all safety protocols.
- Assisted managers with all day to day projects.
- Moved stock from backroom to the floor in a timely manner.
- Signed off on all deliveries and ensure details were recorded in our systems.
Education
Bachelor of Arts - Business Management
Southern New Hampshire University
Hooksett, NH02.2023
Skills
- Trade communication and operations support
- Account reconciliation and security validation
- Intermediate Bloomberg capabilities
- Callback management
- Dynamo and Geneva proficiency
- Manual pricing and corporate actions
Timeline
Private Investment Services Analyst
Wellington Management Company
05.2022 - Current
Operations Associate
Income Research + Management
01.2020 - 05.2022
Backroom Team Member
Target
01.2017 - 06.2018
Bachelor of Arts - Business Management
Southern New Hampshire University