Doświadczenie zawodowe
Portfolio Accounting Team Manager
Managing the team:
- Planning team's work: setting goals and deadlines, as well as managing its structure to
ensure the most efficient ways of meeting goals
- Delegating tasks
- Monitoring tasks realization
- Corrective actions taking / Managing poor performers
- Coaching and motivating people
- Managing the potential and development planning, performance managing
- Communication - to ensure good understanding of the strategy, goals etc
- Planning team's work: setting goals and deadlines, as well as managing its structure to
ensure the most efficient ways of meeting goals
- Delegating tasks
- Monitoring tasks realization
- Corrective actions taking / Managing poor performers
- Coaching and motivating people
- Managing the potential and development planning, performance managing
- Communication - to ensure good understanding of the strategy, goals etc
Senior Corporate Actions Analyst
Audit of mandatory corporate actions processed by the team. Resolve and address technical and logistical issues as they occur thereby ensuring the accuracy of the core systems and the quality and timeliness of all corporate actions. Monitor and update corporate action procedures.Ensure that corporate action information is distributed in a timely and accurate manner. Analyzing effects of price movements.
Corporate Actions Analyst/ Investment Operations
Responsible for researching, monitoring, timely processing of corporate action information for foreign and domestic securities through Trading and Portfolio Accounting systems. Gathering financial data from outside vendors (i.e. Bloomberg, IDC) and custodians (i.e. JPMorgan Chase, Bank of New York Mellon).
Provide support to various internal clients and business partners (such as Portfolio Management Department, Trading, Fund Accounting, Portfolio Administration and Fund Tax) in the investment management and fund administration process.
Provide support to various internal clients and business partners (such as Portfolio Management Department, Trading, Fund Accounting, Portfolio Administration and Fund Tax) in the investment management and fund administration process.
Edukacja
Specjalizacje
Bankowość
Zarządzanie bankowością
Grupy
Franklin Templeton Investments
Serwis pracowników Franklin Templeton Investments (obecnych, byłych i przyszłych :)