Product Manager Analyst - Banking Mortgage Resume Search
Product Manager Analyst - Banking Mortgage Resume Search
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Product Manager/Analyst Resume


Desired Industry: Banking/Mortgage SpiderID: 81227
Desired Job Location: Plympton, Massachusetts Date Posted: 7/16/2018
Type of Position: Full-Time Permanent Availability Date: 07.17.18
Desired Wage: 100000
U.S. Work Authorization: Yes
Job Level: Management (Manager, Director) Willing to Travel: Yes, Less Than 25%
Highest Degree Attained: Bachelors Willing to Relocate: Yes


Objective:
Multifaceted, growth-driven and analytical professional, offering proven leadership experience within the financial services industry. Recognized for solid ability to formulate innovative solutions; analyze data and processes; and maintain strict compliance with set-forth policies and procedures toward process improvement and goal achievement. Effective at working on various business-related systems and databases as well as implementing strategic initiatives to optimize profitability and attain customer satisfaction. Equipped with well-defined problem-solving, and critical thinking aptitudes, along with excellent communication and interpersonal skills in building strong relationships and coordinating with diverse individuals. Technically proficient with Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint) and various Oracle-based and proprietary databases and mainframes.


Experience:
PROFESSIONAL EXPERIENCE

Computershare, Canton, MA
SENIOR RELATIONSHIP MANAGER | ASSISTANT VICE PRESIDENT 2007–Present
- Handle a diversified portfolio of public and private equity clients which include closed-end funds, guaranteeing on-time and accurate delivery of transfer agency services and products and compliance with service level agreement (SLA) standards
- Consult and assist newly public IPO companies with their first year of being a public company
- Work collaboratively with company chief financial officers (CFOs), treasurers, corporate secretaries, and company counsel during corporate transactions including merger and acquisition activity, tender offers, cash and stock distributions, secondary offerings, restricted stock, private placements and other high-value financial transactions
- Manage the proxy process for annual /special stockholder meetings and carry out inspector of election duties validating and presenting proxy tabulation results during stockholder meetings
- Execute effective resolution to escalated and sensitive shareholder issues
- Efficiently identify and cross-sell additional products and services through active interaction with internal product owners
- Take charge of generating compliance due diligence questionnaires in adherence to company’s Service Organization Controls (SOC)1/ Statement on Standards for Attestation Engagements (SSAE) 18 and SOC 2 reports
- Host annual due diligence meetings and participate in annual closed-end fund conference
- Create client invoices and monitor receivables
- Assume accountability in dealing with contract renewals and fee schedules

Career Highlights
- Played a vital role in boosting company revenue by millions of dollars through establishment of commission-based fee structure for waiver plan product
- Drove efforts in consistently attaining top national quality review (NQR)client satisfaction survey scores
- Provided hands-on project management resulting in the successful spin-off of Frontier Communications Corporation from Verizon and the implementation of Progress Energy and Duke Energy merger

State Street Corporation (formerly Investors Bank & Trust), Transfer Agency, Boston, MA
CLIENT RELATIONSHIP MANAGER | COLLATERALIZED DEBTS OBLIGATIONS (CDO) PRODUCT MANAGER 2005–2007
- Administered and serviced numerous financial products that involved mutual and closed-end funds, unit investment trusts, and exchange traded funds
- Promoted to and functioned effectively as product manager for collateralized debts obligations (CDOs)
- Organized legal documentation and took part in new business closing for CDOs
- Built new CDO business on operating platform; and conceptualized and instituted operational procedures for workflow initiatives
- Promptly addressed inquiries of high-net-worth CDO noteholders and portfolio managers
- Closely coordinated with CDO issuer clients to guarantee conformance of Anti Money Laundering (AML)/CIP with new CDO accounts
- Prepared transfer agency bids for new CDO business in partnership with sales and marketing


EARLIER CAREER

JP Morgan Service Center/EquiServe, L.P., Canton, MA
SENIOR ACCOUNT MANAGER– International Equities (ADRs)

Computershare (formerly EquiServe, L.P)., Canton, MA
SENIOR ACCOUNT MANAGER – Domestic Equities, Large Corporate Group
ACCOUNT MANAGER – Domestic Equities, Diversified Client Services/IPO Services
INITIAL PUBLIC OFFERING (IPO) CLOSING SPECIALIST – Domestic Equities, Diversified Client Services/IPO Services

Bank of America, (formerly BankBoston, N.A.,) Various Locations
FUND ANALYST COMMON TRUST FUNDS– The Private Bank, Canton, MA
UNIT LEADER, PORTFOLIO ACCOUNTING– The Private Bank, East Providence, RI

Bank of America, (formerly Rhode Island Hospital Trust National Bank), Various Locations
FINANCIAL ANALYST & FIELD AUDITOR– Retail Banking Division, East Providence, RI
ACCOUNT ADMINISTRATOR– Corporate Trust, Providence, RI
PROJECT ANALYST– Corporate Control/Audit, Providence, RI


Education:
Bachelor of Science in Accounting - Fordham University, Bronx, NY
Graduated cum laude


Skills:
Portfolio Management and Administration
CDOs, ADRs, & Alternative Investments
Corporate Stock / Equities / Initial Public Offerings (IPOs)
New Business and Product Implementation
Investor Relations
Corporate Trust Administration & Bond Indentures
Annual Stockholder Meetings
Banking & Personal Trust
Equity Transactions & Private Placements
Cross-selling
Initial Public Offerings & Secondary Offerings
Contract Negotiations and Business Retention


Additional Information:
PROFESSIONAL DEVELOPMENT

Certification ValueSelling Framework®
Training/Seminars Privacy & Protecting Personal Information
Antitrust in the US | Workplace Harassment
Diversity & Inclusion | Fraud Awareness
Whistleblower | Risk Management
Protecting Data | Insider Trading


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