Overview
Work History
Education
Skills
Timeline
Generic

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, NH
02.2023

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
Ziaul Islam