Administration Analyst Resume Samples
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Administration Analyst Resume Samples
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LW
L Waters
Leonardo
Waters
4620 Heidenreich Lakes
Los Angeles
CA
+1 (555) 423 0453
4620 Heidenreich Lakes
Los Angeles
CA
Phone
p
+1 (555) 423 0453
Experience
Experience
Los Angeles, CA
Administration Analyst
Los Angeles, CA
Mueller Group
Los Angeles, CA
Administration Analyst
- Draft correspondence to clients regarding the new business transactions requiring adjustment
- 1 Reporting to the Administration Manager and working closely with other members of the Operations team
- 2 Contribute to the team building spirit within the company
- 3 Working closely with other RGA UK teams
- 3 For your specific client responsibility, provide administration data for input to accounting records, valuation systems and regulatory returns
- 10 Maintain a professional and working relationship with clients
- 2 Ensured data is provided for UK underwriting audits
Chicago, IL
A&R Administration Analyst
Chicago, IL
Rippin-Walter
Chicago, IL
A&R Administration Analyst
- Manage/organize travel bookings with Coordinators and covering this duty upon their absence
- Coordinate mastering sessions and ordering reference discs for delivery
- Schedule all studio time, engineers, equipment rentals, mixing, mastering
- Setup projects in recording cost system (ARTS) including requesting artist codes, project codes, royalty accounts & product lines
- Prepare recording budgets and obtain approval of the recording budget/funds from label attorneys and finance for ARTS
- Submit music to Business Affairs for sample review and informing them of side artists and liaise with them on clearences
- Process contractual costs including advances & fees (artist, producer, mixers, samples etc)
present
Houston, TX
Portfolio Administration Analyst
Houston, TX
Mueller, Parisian and Bogisich
present
Houston, TX
Portfolio Administration Analyst
present
- Assist department in resolution of issues arising in the administration of investment portfolios, working with internal departments including Portfolio Management, Settlements and Client Services
- Perform daily control report reviews, analysis and resolution activities. Process daily cash, position or other transactions as notified by stakeholders. Process all activities and transactions in accordance with established procedures and policies, meeting or exceeding established service level goals
- Perform various daily, weekly, monthly transaction and portfolio accounting and reconciliation processes for multiple SIFs, SMFs and SMAs within the order management and accounting systems. Coordinate with various third party administrators and custodians to resolve issues
- Produce account performance data, providing reasoning for movements greater than defined tolerance levels, and providing support to Performance Dept
- Make recommendations for improved workflows, best practice & controls, with consideration for other business units
- Work on existing spreadsheets and develop VBA and macros to streamline workflows
- Participate in the annual audit of fund financial statements; working closely with external auditors and service providers
Education
Education
Bachelor’s Degree in Accuracy
Bachelor’s Degree in Accuracy
Brigham Young University
Bachelor’s Degree in Accuracy
Skills
Skills
- Ability to deal with clients in a professional and courteous manner, and to develop and leverage professional working relationships
- Detail oriented, extremely well organized, and able to manage time and multi-task to accomplish a multitude of tasks, with conflicting priorities and timelines
- Ability to use knowledge of the organization and the supported business unit’s uniqueness, to carry out accountabilities
- Very proficient at secretarial and administrative tasks, and ability to coach and mentor more junior staff
- Ability to coordinate and lead a variety of initiatives
- Advanced level PC skills (Word Processing, Spreadsheet, Presentation Software, E-mail applications and web browsers)
- Very good communication skills, both written and verbal
- Ability to organize moderate amounts of business information and develop it into cohesive, professional reports and presentations, with little guidance and ability to recognize and respond to business related issues within the scope of the material
- Ability to analyze relevant alternatives and create a rational recommendation to support business decision-making. Ability to plan and coordinate implementation of the selected alternative
- Ability to work both independently, as well as to play a lead role in building a cohesive team
15 Administration Analyst resume templates
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1
Portfolio Administration Analyst Resume Examples & Samples
- Assist department in resolution of issues arising in the administration of investment portfolios, working with internal departments including Portfolio Management, Settlements and Client Services
- Produce account performance data, providing reasoning for movements greater than defined tolerance levels, and providing support to Performance Dept
- Review cash and asset differences, working with custodian banks to resolve issues
- Ensuring tasks are completed in accordance with procedures, and that controls are understood and adhered to
- Ensure monthly timetables and checklists are updated
- Appropriate escalation of issues encountered through routine tasks, including breaches of controls
- Co-ordination of assigned Account Events as directed
- Maintain responsibility for resolving queries on accounts
- Make recommendations for improved workflows, best practice & controls, with consideration for other business units
- Work on existing spreadsheets and develop VBA and macros to streamline workflows
- Review client reports for accuracy and ensure timely delivery to clients
- Supporting client access to data as a result of data encryption policies
- Maintenance of department databases
- Maintenance of policies and procedures
- Volunteer & participate in projects as required
- Any other reasonable duties
2
Small Business Administration Analyst Resume Examples & Samples
- Works under limited supervision to analyze and solve complex operational, systems-related and/or customer issues
- Creates and maintains databases and management reports, interpreting data and identifying trends for managers
- Works with managers to apply data to business goals and analytical requirements, which may include capacity planning, volume forecasting and unit costing
- Duties may also include defining user requirements and performing user acceptance testing
- May manage small projects requiring some coordination and/or contribute to task forces or project teams
3
Client Administration Analyst Resume Examples & Samples
- Perform assigned daily and periodic processes in accordance with established procedures, practices and policies. Gather, review and accurately perform assigned responsibilities meeting or exceeding established timelines, accuracy levels and other service level goals and benchmarks
- Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with our core competencies, and established processes. Understand impacts of executing solutions and provide appropriate escalation when clients expectations are at risk or can not be met. Obtain appropriate approvals and alignment from stakeholders and leaders for exception processes
- Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events such as on-boarding new clients, redemption events, scheduled client reporting and special custom or ad hoc reporting needs. Provide subject matter expertise, effectively communicating across multiple audiences. Developed understanding of impacted up-stream and down-stream processes
- Complete retention of records, work and other information, following established procedures and policies
- Associate (2-year) degree or equivalent
4
Client Administration Analyst Resume Examples & Samples
- Facilitate and ensure account activity is achieved with quality, accuracy and within established service levels
- Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with core competencies and established processes
- Support fee billing activities and special project work as needed
- Excellent attention to detail and ability to deliver results with a high degree of accuracy, timeliness with sense of urgency
- Able to work with limited work direction and function effectively in a team environment
- Experience with complex business processes
5
Portfolio Administration Analyst Resume Examples & Samples
- Perform daily control report reviews, analysis and resolution activities. Process daily cash, position or other transactions as notified by stakeholders. Process all activities and transactions in accordance with established procedures and policies, meeting or exceeding established service level goals
- Understand upstream and downstream processes, acting as subject matter expert for assigned processes or business functions. Identify trends, develop viable re-engineering solutions, understand and communicate risk, control gaps, and process improvement ideas
- Perform timely and accurate communication including appropriate escalation to ensure downstream users of the accounting system data are aware of any issues, or discrepancies
- Perform daily review of transaction cancel/correct activity including analysis of root cause and actions to prevent
- Cross train and back up responsibilities as needed
- 1 – 3 years prior financial services industry experience in a similar role with emphasis on investment accounting
- Solid understanding of security types, portfolio accounting and investment operations
- In depth knowledge of business operations and processes with ability to conduct process improvements
- Strong analytical and critical thinking skills including ability to effectively identify and resolve problems by gathering information, reaching conclusions and taking action
- Strong attention to detail, accuracy and quality assurance
- Ability to proactively identify financial impacts and respond or escalate as appropriate
- Ability to work independently following established procedures and raise issues
- Ability to take initiative, be a team player and maintain collaborative working relationships
- Work with a sense of urgency including ability to work under pressure and deliver against multiple, competing priorities
- Commitment to meeting daily service levels and providing excellent customer service
- Working knowledge of Microsoft Office software
- Prefer prior experience with GIM2000 accounting system
6
Centre Management & Administration Analyst Resume Examples & Samples
- Experience of a customer facing role
- Experience of analysing management information (essential)
- Experience of presenting management information in a clear and
7
A&R Administration Analyst Resume Examples & Samples
- Schedule all studio time, engineers, equipment rentals, mixing, mastering
- Manage/organize travel bookings with Coordinators and covering this duty upon their absence
- Coordinate mastering sessions and ordering reference discs for delivery
- Organize transfer of tapes/files and materials to/from studios, remixers, mixers,etc…
- Collect masters (files, hard drives, tapes) and route them for verification/archiving
- Route music to A&R & Operations
- Interact with A&R & artist management to make sure all recording/mixing/mastering is completed to make the product release date; ensure all approved masters are in house and label copy has been confirmed
- Setup projects in recording cost system (ARTS) including requesting artist codes, project codes, royalty accounts & product lines
- Prepare recording budgets and obtain approval of the recording budget/funds from label attorneys and finance for ARTS
- Attain artist approval of producer/mixer budgets and deal terms
- Collect all delivery requirements including fully executed agreements, masters, lyrics, credits etc and confirm everything is in order
- Process contractual costs including advances & fees (artist, producer, mixers, samples etc)
- Issue POs to vendors and pay invoices
- Collect union (AFM/AFTRA) materials and complete union contracts
- Prepare reforecast memos and circulate for approvals
- Trak all recording costs as the project progresses; informing A&R, producers, artist management & label attorneys of possible over budget and recommend cost-saving solutions
- Attend various meetings including Production/Scheduling meeting, Business & Legal Affairs bi-weekly meeting, Monthly financial meeting with A&R Operations, Marketing Planning Meetings
- Updating monthly financial detail and monthly forecast (preparing accrual sheets)
- Submit music to Business Affairs for sample review and informing them of side artists and liaise with them on clearences
- Prepare and send producer declarations upon confirmation of producer deal terms, side artist & musician grant forms, and remix agreements
- Ensure we receive producer agreements and LODs and communicate these updates to the royalties & copyright departments
- Work accross departments to ensure materials required to complete their jobs is provided (royalties, copyright, production, marketing, etc)
- Update and maintain Remix Spreadsheet for RMG
- Add & maintain procedures to the departmental manual
- 1-2 years of A&R Administration experience or experience coordinating projects, budgets and recording sessions
- Four year degree or equivalent experience preferred
- Proficiency with PC and Mac computers, CD burners
- Requires strong decision making & problem solving skills when dealing with artist/producer management, travel arrangements and booking studios
- Must possess an ability to prioritize and differentiate with multiple pressing situations that would require immediate action
- Strong computer knowledge/skills including Word, Excel & iTunes. Also daily use of internal systems including ARTS, SAP, SFTS, Swapdrive, RCS, Lookup Tables & MTLS
- Knowledge of audio files including wavs & mp3s and knowledge of recording systems is a plus
- Good communication skills, ability to understand and process information and instructions
- Ability to follow through with projects in a timely manner
- Ability to be flexible and patient, as projects and priorities tend to change constantly
8
IMG Administration Analyst Resume Examples & Samples
- Fifth Third Bancorp Investment Committee
- Fifth Third Bancorp Regional Investment Committees
- CIO and Director of Investment Management Oversight Reports
- Compliance and Audit Reporting
9
Field Management Administration Analyst Resume Examples & Samples
- Assist the department managers in various projects relating to tracking and reporting
- Coordinate event logistics for groups from 20 – 300 people for the Field Management organization
- Create and maintain collateral materials such as team presentations and organizational summaries
- Conduct Monthly Business Reviews of P&Ls across all teams in the business unit to provide a status report versus annual budget as well as assist in identifying trends and opportunities for efficiencies
- Assist in project management across teams in the business unit to ensure cohesive reporting and roll out to the field
- Assist in Field Services National Campaigns – developing collateral, assist in creating training, manage participation tracking mechanisms
- Strong written, verbal and interpersonal skills to interact effectively with business partners
10
Index Administration Analyst Resume Examples & Samples
- Bachelor’s degree in accounting, business, finance or related field. General knowledge of financial markets. Ability to communicate effectively with product issuers, traders, and other clients on a variety of index and corporate transaction topics as necessary,
- Experience with Microsoft Excel & Microsoft Access
- Experience with Bloomberg and FactSet
11
Financials & Administration Analyst Resume Examples & Samples
- There are no formal educational requirements for this role
- Stong computer skills and comfort manipulating data in Microsoft Excel to produce pivot tables & charts
- Proficient use of Microsoft PowerPoint
- A good level of numeracy is essential
- Previous experience in Cost Management is essential, preferably within an IT department
- Understanding of financial processes such as planning, accruals, prepayments, etc is required
12
Controls & Administration Analyst Resume Examples & Samples
- 3+ years working in a Legal, Financial, Regulatory or Accounts Receivable / Accounts Payable position with a strong focus on customer service and communication skills
- This position will require deep analytical skills, keen observation and the exercise of strong and seasoned judgment
- Advanced skills in MS Office (Excel, Word, Visio, Access and PowerPoint)
- Ability to understand unique process requirements and its interdependencies
- Ability to protect sensitive, confidential, and legal information; vigilantly ensures that Citi's interests are appropriately considered at all times
- Multi-tasking, along with the ability to work in a fast pace environment
- Flexible, adaptable, responsive, positive; Results oriented
- Bilingual language skills preferred
- Ability to perform with minimal supervision
- Service Excellence mindset; must be able to influence key partners and be persuasive while working with cross-functional teams
- Ability to operate at all levels of the organization. Customer facing with senior executives in Legal and across other functions and businesses
- Requires communication poise, savvy, and maturity
13
Client Administration Analyst Resume Examples & Samples
- Accountable for proactive identification of issues, developing well thought out and viable solutions that are in line with our core competencies, and established processes. Understand impacts of executing solutions and provide appropriate escalation when clients’ expectations are at risk or cannot be met. Obtain appropriate approvals and alignment from stakeholders and leaders for exception processes
- 1-3 years’ experience in the financial services industry
- Strong analytical and critical thinking skills with the ability to interpret data, reach conclusions, and take action
- Strong relationship and communication skills in working with colleagues; ability to present and influence on recommendations
- Demonstrated proficiency in MS Excel and PowerPoint
- Client relationship management experience
- Familiarity with GIM, Vermilion Reporting Suite, MoneyMate
14
Small Business Administration Analyst Resume Examples & Samples
- Prepare loan purchase packages for submission to the SBA ensuring all required information is included and correct
- Leverage multiple internal Bank systems to recover information related to the claim
- Work closely with work-out officers to ensure collection efforts are properly documented
- Troubleshoot and resolve documentation deficiencies
- Analyze work-out efforts and loan history to support guaranty reinstatement requests to the SBA on .matured loans
- Interact with work-out officers, bank office managers, external SBA personnel and external parties related to the loan claim
- Represent the Bank in discussions with SBA purchase center loan officers
- Monitor delinquent loans for expiring guarantees
- Prepare loan transfer requests
- Participate in SBA department projects
- Position requires strong interpersonal and research skills with knowledge of collections operations
- 1-4 years previous collections or credit related experience preferred
15
Defined Benefit Administration Analyst Resume Examples & Samples
- May direct, train and/or supervise administration staff and may be responsible for managing some financial aspect of the client or assigned projectDeveloping professional expertise, applies company policies and procedures to resolve a variety of issues.Works on problems of moderate scope where analysis of situations or data requires a review of a variety of factors
- Builds productive internal/external working relationships. Normally receives general instructions on routine work, detailed instructions on new projects or assignments. Typically requires a minimum of 3 -5 years of related experience
- 3 to 5 years of hands on experience with Defined Benefit Pension Plans
- Ability to handle complex projects
- Experience with SLAs
- Experience in mentoring junior staff members
- MS Office Suite (Word, Excel, PowerPoint)
- Excellent Reasoning and communication
16
Senior Client Administration Analyst Resume Examples & Samples
- Ensure timely delivery of accurate factsheet and ERISA figures with its corresponding disclosures for production
- Liaison with marketing, performance, and CMIA Investor’s group to ensure Fund Factsheets and ERISA reports are accurate and delivery to investors and platforms by established deadline
- Provide subject matter expertise in the day to day interaction with CMIA Investor’s group and marketing
- Responsible for delivering product changes and updates for reporting
- Ensure all marketing materials are updated and accurate, such as CTF Fee documents, and Morningstar updates
- Back up support for fund launch, changes, cash/in-kind transfer, termination/liquidation, rebranding, and SDCM
- Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events such as on boarding new clients, termination events
- Undergraduate degree, preferably in Accounting, Finance or related major
- Proficiency with Microsoft Excel, specifically experience with: shortcuts, basic formulas (vlookup’s, compare, basic math; etc.)
- Familiarity with Microsoft Access and Word
- Solid understanding of investment operations
- Able to work effectively under pressure, meeting deadlines and managing multiple priorities
- Strong relationship and communication skills in working with colleagues, as well as influencing customers on recommendations and analysis results
- In-depth knowledge of business operations and processes with ability to articulate these processes to others
- 5 years’ experience in financial services
17
Project Administration Analyst Resume Examples & Samples
- Develop schedules (using Microsoft Project) for design changes resulting from changes due to; Flight Test and/or Entry in to Service issues, Design Changes, Producibility Improvements
- Coordinating schedule reviews with stake holders to drive agreements on schedule changes prior to implementation
- Work within a cross functional team (e.g. design, stress, quality) to support program management activities, to include product development and manufacturing activities
- Actively manage new program risks to minimize impact to schedule, business plan, and quality
- Prepare and present proposals/presentations to Program and Customer leadership
- Participate in Continuous Improvement projects
- Participate in Real-Time-Problem-Resolution
18
Policy Administration Analyst Resume Examples & Samples
- 3+ years of analytical and problem solving experience
- In depth product and transactional processing knowledge
- Strong partnering and negotiation skills
- Proven decision-making capabilities
- Proven track record of learning new tools and processes
- Better than average knowledge and proficiency in the use of PC based desktop applications
- Strong oral and written communication skills (sample required)
- Ability to achieve results through others, as necessary, to meet project deliverables
- Configurable system setup experience for products or clients is a plus
- Experience creating Standard Operating Procedure (SOP) documents is a plus
- Experience working with a Long Term Product is a plus
19
Senior Client Administration Analyst Resume Examples & Samples
- Manage and implement end to end functions for onboarding, maintenance and termination of portfolios on client reporting tools and applications at strategy level and transition to the reporting teams
- Manage commentaries, investment compliance certifications, compliance reviews on behalf of the client reporting team
- Provide strong knowledge of business operations, applications and processes in more than three areas and support business unit on complex problems and perform issue identification, root cause analysis and recommend process improvements designed to meet the client expectations and corporate goals
- Develop solutions for complex problems and/or needs for business unit, which could involve creating reports from scratch
- Manage change control across business T applications and systems
- Manage and lead project and testing efforts for business initiatives and re-engineering efforts
- Maintain relationships with external and internal partners to achieve goals. Understand the internal and external client goals, needs and expectations. Provide effective and timely communication
- Bachelor’s degree or equivalent work experience (3+ years) in accounting in the financial services industry. Specific business knowledge preferred in the areas of asset management, portfolio reporting, accounting practices and security knowledge
- Proven ability to manage multiple priorities and time sensitive deadlines. Must be highly responsive and proactive in a fast-paced changing environment
- Strong leadership competencies and execution skills by way of cross-collaboration and workflow facilitations with multiple internal business partners
- In-depth knowledge of business operations and ability to conduct process improvement efforts
- Strong relationship and communication skills in working with colleagues and ability to present and influence on recommendations
- Demonstrated proficiency with Microsoft applications (Access, Excel, PowerPoint)
- Knowledge of GIM2000 and Invest One
20
Global ID Administration Analyst Resume Examples & Samples
- Limited but direct impact on the business through the quality of the tasks/services provided; Impact of the job holder is restricted to own team
- Understands Service Delivery Process Controls and under supervision, participate in annual review of Process Control documents associated with specific systems assigned
- Understands the high-level principle behind Information Security concepts and policies; and applies/implements into day-to-day work
- Understands Talent Management process and system. Knows how to develop action items to meet goals. Knows how to create a basic IDP (Individual Development Plan)
21
Loan Administration Analyst Resume Examples & Samples
- Conduct analysis of large and complex data files
- Complete root cause analysis of exceptions discovered on the servicing platform
- Perform reconciliations between the Seterus portfolio and other data sources (Department of Defense)
- Provide manager and executive level summaries on Key Performance Indicators related to critical production metrics
- Design and maintenance of data integrity queries
- Conduct User Acceptance Testing (UAT) testing on behalf of the Loan Administration department
- Maintenance of Job Aids and other procedural documentation
- Managing Performance: The ability to take responsibility for one’s own performance by setting clear goals and expectations, tracking progress against the goals, and ensuring feedback
- Stress Management: Cope with stressors and demands that are associated with the job and/ or the work environment so that acceptable and defined levels of performance and overall contribution are maintained. (While all jobs involve dealing with stressors, particular stressors may vary job to job)
- Technical Expertise: The ability to demonstrate depth of knowledge and skill in a technical area required for this position
- At least 1 year experience in the mortgage servicing or financial services industries
- At least 1 year experience in MS Access, Excel, Word, PowerPoint, and Outlook
- At least 1 year experience in Structured Query Language (SQL) 6.5/7.0
- At least 1 year experience in project management
- At least 3 years experience in the mortgage servicing or financial services industries
- At least 3 years experience in MS Access, Excel, Word, PowerPoint, and Outlook
- At least 3 years experience in SQL 6.5/7.0
- At least 3 years experience in project management
- At least 1 year experience in Mortgage Servicing Platform (MSP)
22
Credit Administration Analyst Resume Examples & Samples
- Assess compliance with individual covenant requirements by thoroughly reviewing information received; – escalate issues and discrepancies to banker and support team
- Review monthly and periodic covenant management reports to proactively identify errors and potential issues
- Provide timely and accurate guidance to bankers and support teams regarding covenant requirements and compliance
- Provide timely and accurate guidance to bankers for due date extensions or waivers
- Ensure covenants are properly reflected in AFS Exception System (covenant management system), and changes and status updates are accurate and appropriate
- Assist bankers with assessing and preparing recommendations for approval of covenant waivers and modifications
- Provide timely responses adherence with covenant standards and practices
- Apprise senior management of substantive non-compliance issues and adverse trends
- Perform other duties & responsibilities as required or assigned by supervisor
- Evaluate processes and procedures and make suggestions for efficiency improvements
- Adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.)
- Adhering to Bank policies and procedures
- Completing required training
- Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
- A Bachelor’s Degree or up to two years equivalent/related business experience
- Proficiency in lending terminology and documentation to ensure approved loan covenants are correctly interpreted and captured for monitoring
- Quick learner and ability manage multiple priorities
- Ability to work with many different types of people and personalities
- Excellent oral and written communication and reasoning skills
- Working knowledge of AFS Level III, Word, Excel and Outlook. Access is a plus
23
Trade Administration Analyst Resume Examples & Samples
- Support as advisory and guidance for initial contract input for accurate capturing of trading transactions done by Origination and Marketing departments
- Accurately Input BU purchase amendments and selected customers purchase amendments
- Prepare and communicate daily BU position reports. Compare Administration report with WTU accounting report and advice and resolve any issues between the two. Confirm daily position to accounting/controllership
- Administrate BU future order transactions (hedges, exchanges, banks) to include input in LYNX, FTS, and consolidation report in the evening
- Identify purchase contracts for nominations as requested by Trade Execution and Origination departments
- Process overfills and under fills in conjunction with suppliers and Trade Execution department, to include overfill price settlement
- Support the business as needed for correct contract clauses to support flows
- Participate in onboarding new team members, updating outdated or inefficient processes and preparing new administrative team procedures
24
Credit Administration Analyst Resume Examples & Samples
- Management of all current account documentation matters, including the opening of the accounts, Customer Due Diligence (“CDD”) renewals, updates and closures
- Management of standard facility and security documentations, including the preparation, and execution of facility letters, security documents and any other standard documents required
- Management of all facility activations, including the lodgment of completed documentation, the preparation of facility activation forms, and the following up to ensure that the limits are activated accordingly. Also to manage any further changes to the limits thereafter
- Portfolio credit monitoring, including monitoring for receipt of financial reports, insurance policies in accordance with the facility conditions, and the testing of financial covenants imposed
- Maintaining the overview of the documentation status, review due dates (for credit ratings, CDD amongst others); initiating the review process for CDD and to remind the Front Office to start their credit review process in a timely manner
- Assist in the preparation reports on an adhoc basis as and when required
- Minimum Polytechnic Graduate in accountancy, finance or business
- For AM level
- At least 3-5 years of general banking experience, preferably with a reasonable level of trade finance product knowledge. Commodity banking experience will be an advantage
- Strong knowledge of legal documentation, particularly in facility and security documentation
- Experience in credit monitoring and reporting
- Must possess a ‘hands-on’, ‘can do’ mentality, a logical, pragmatic approach towards problem solving, with a high level of self-motivation and professional pride
- Good communication and interpersonal skills, strong team player
- Fluent in English, both verbally and written
- Working knowledge of computer skills with a focus on Excel and ING applications
25
Portfolio Administration Analyst Resume Examples & Samples
- 3-5 years experience in an administrative/ professional support function in a fast paced environment, including reporting and dealing with moderately complex issues and managing conflicting priorities
- Post-Secondary education in a related field and/or other professional related experience
- Solid general business knowledge and specific deep understanding of the organizational unit, its functions, products, processes, policies & procedures and customer groups
- Detail oriented, extremely well organized, and able to manage time and multi-task to accomplish a multitude of tasks, with conflicting priorities and timelines
- Very proficient at secretarial and administrative tasks, and ability to coach and mentor more junior staff
- Advanced level PC skills (Word Processing, Spreadsheet, Presentation Software, E-mail applications and web browsers)
- Ability to coordinate and lead a variety of initiatives
- Very good communication skills, both written and verbal
- Ability to deal with clients in a professional and courteous manner, and to develop and leverage professional working relationships
- Ability to use knowledge of the organization and the supported business unit’s uniqueness, to carry out accountabilities
- Ability to work both independently, as well as to play a lead role in building a cohesive team
- Ability to deal with confidential materials in an appropriate manner
26
Project Administration Analyst Resume Examples & Samples
- Coordinating several off-site and on site meetings that include guests from different centers within the client's organization
- Tracking of all assets and keys for personnel as assigned
- Maintain Scientific Computing SharePoint sites
- Manage personnel files and track training
- Create Excel Spreadsheets
- Take minutes during meetings
- Special projects will also be assigned as needed
- Work with Project Managers to address rapidly changing customer needs
- Service oriented focus, excellent communication skills, diplomacy and flexibility
- Accuracy and attention to detail a must
- Software proficieny in Microsoft Word, Excel, Power Point and Outlook
- Minimum 2 year degree and administrative work experience or 4+ years experience overall
- Candidate must be able to work in a fast paced environment with minimal supervision
- 2 years experience in a similar role
27
Systems Administration, Analyst Resume Examples & Samples
- 4+ years experience in software house environment
- 6+ years experience in Microsoft server and desktop technologies. (Windows 7, Windows Server 2008 & 2012, Active Directory, Group Policies, SCCM and SCOM)
- Advanced Level of English
- Academic degree in Information Technology or Computer Science.· -MSCA/MSCE and CCNA (desirable)
28
Premium Administration Analyst Resume Examples & Samples
- Assign and discrepancies to team members; monitor progress and report results
- Provide coaching to team members, reporting results
- Team member check approvals
- 4 year degree or equivalent experience in office environment, preferably insurance preferred
- 2-3 years experience in a customer facing and/or client management role
- Intermediate to Advanced level of Microsoft Office with emphasis in Excel
- Advanced level of interpersonal, written and verbal communication skills
- Team player, ability to stand out in a team oriented environment
- Ability to give and receive coaching and feedback
- Insurance industry background a plus
- Ability to multitask with advanced organizational skills
29
Systems Administration Analyst Resume Examples & Samples
- Provide technical support / administration for a Windows, VMWare, and Citrix environment
- Determine requirements, plan, and implement major product upgrades on both hardware and software. Design presentations to management concerning technical issues and upgrades
- Direct projects / teams comprised of IT technical experts and business representatives
- Support monitoring systems that span the server infrastructure
- Provide Systems Maintenance request and test plans for cross platform projects. This includes making recommendations for standards
- Quickly spot trends and accurately predict future requirements on assigned platform
30
Volume Administration Analyst Resume Examples & Samples
- Monitors weather forecasts and pipeline transportation allocations and makes projections of gas demands and communicates this information to team members and Gas Control, requesting their input on gas demand, then makes gas flow nomination changes as necessary to keep gas supply in balance with market demand
- Collects and monitors electronic flow measurement data for Company receipt and delivery points each day, communicates gas flow positions and pipeline orders to team members, and adjusts nominations in order to minimize imbalances and to aid in the optimization of Company’s gas supply portfolio assets
- Studies and builds knowledge of upstream pipelines tariffs, monitors pipeline electronic bulletin boards for critical information, including operational restrictions and emergencies, and communicates the pertinent information and pipeline orders to team members and Gas Control, and changes nominations when necessary to comply with the pipelines’ critical information postings
- Maintains knowledge of rights and obligations under Company’s gas supply, transportation, and storage contracts; applies this knowledge to the nomination process to ensure compliance with contract obligations and to optimize use of contract rights
- Monitors pipeline electronic bulletin boards for transportation discounts and capacity release and communicates with pipeline transportation representatives to assure that the Company uses the most cost effective and reliable pipeline transport services
- Creates, updates, and controls contents of gas nomination files; verifies gas management system data and audits accuracy of system data
- Analyzes daily and monthly gas volume flow data, including transport imbalances and storage balances, and prepares reports to management regarding such gas flow activity
- Performs nomination duties as backup to absent Volume Administration Analysts
- Understands gas flow over pipeline systems, both theoretically and operationally, to insure a working knowledge of the economic impact of nominations and balancing decisions on the Company
- Creates and maintains a data base containing upstream pipeline contract capacity, city gate design capacity, and a multi-year history of peak day gas flow at each city gate
- Determines CenterPoint's current and long-term capabilities regarding upstream pipeline capacity and city gate capacity to meet existing and future firm sales and transport customers’ gas usage requirements
- Prepares capacity studies needed by the gas supply team for negotiation and administration of upstream pipeline transportation and storage contracts
- Makes recommendations regarding contract modifications to the gas supply supervisor or manager for upstream pipeline capacity expansion and/or realignment
- Assists Gas Supply Administration group with estimating gas supply and transport cost for use in monthly accounting close, verifying pipeline and gas supply invoices for accuracy, performing SOX testing when required, and responding to internal and external audit requests for multiple jurisdictions
- Volume Administration Analysts II, III, and IV help train and oversee the work of less experienced analysts
- Able to work collaboratively in a team environment across organizational and functional lines to achieve desired results
- Able to demonstrate and apply superior analytical ability, excellent organizational skills and strong self-motivation
- Able to quickly conceptualize and assimilate data to make timely decisions and take appropriate action
- Able to motivate self to accomplish projects and achieve goals with minimal supervision, including self-directed learning
- Able to demonstrate commitment and follow through to assure that tasks are completed as necessary
- Able to work with close attention to detail, in a highly accurate manner to produce complete and timely work
- Able to prioritize work, meet deadlines, manage multiple tasks and respond flexibly to changing work priorities
- Able to demonstrate commitment to assure assigned tasks and duties are completed in an accurate and timely manner
- Able to learn, adapt to and apply new technology
- Able to solve difficult problems with effective solutions; make effective decisions, identify underlying or hidden problems and patterns and apply creativity and innovative thinking
- Able to anticipate new situations and/or changing demands and respond proactively to enhance the division’s/business unit’s financial performance
- Able to demonstrate and apply proficiency in the use personal computers and their business applications, including working knowledge of word processing, e-mail, spreadsheet, and presentation software (currently Microsoft Office software - Word, Outlook, Excel, and PowerPoint)
- Able to learn and apply knowledge of gas flow (from wellhead to burner tip) and of capacity release on pipelines
- Able to learn, demonstrate and apply knowledge of policies, procedures and regulatory rules affecting gas supply activities including general nomination and volume allocation processes
- Able to reason and act logically in order to minimize transportation rates and resolve problems with effective solutions
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Product Administration Analyst Resume Examples & Samples
- Process usage requests coming from sales teams globally through one central email
- Reconcile client accounts prior to gathering usage, and then compiling usage in a constructive, easy to understand format in Excel
- Maintain and update existing reports
- Create PowerPoint presentation showing historical usage trends to be used during contact renewals
- Provide support to Reporting Manager for on-going projects and in creating new stakeholder report
- Bachelor's degree with at least 1 year data reporting experience
- Basic MS Excel knowledge is a must –should know how to work with pivots, sorting, look-ups
- Strong analytical skills and attention to detail is absolutely critical
- Works independently and able to multi-task
- Strong English communication skills – verbal, written and presentation
- Ability to work under pressure and to exacting time scales on occasion
- Willing to work on a US shift
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Am-funds Administration Analyst Resume Examples & Samples
- Intermediation contracts control
- Metrics Control
- Processing of Equities Products
- Collateral Management
- Financial Settlement
- Corporate Actions Control
- Graduate for Accounting, Finance, Business Administration or related programs
- Legal acumen and previous knowledge on PoA’s, intermediation contracts and Bylaws is a plus
- Enthusiastic, multi-tasking, highly motivated and effective under tight timeframes and pressure
- Fluent in English. Spanish is a plus
- Strong MS Office skills. Macro building knowledge is a plus
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Portfolio Administration Analyst Resume Examples & Samples
- Perform various daily, weekly, monthly transaction and portfolio accounting and reconciliation processes for multiple SIFs, SMFs and SMAs within the order management and accounting systems. Coordinate with various third party administrators and custodians to resolve issues
- Participate in the annual audit of fund financial statements; working closely with external auditors and service providers
- Participate in the onboarding of new clients and funds; including opening various fund administration, custodial and brokerage accounts and system set-up as needed
- Coordinate with internal teams to facilitate successful portfolio planning and implementation
- Research, resolve, and respond to inquiries or requests from clients and the front office
- Oversee the processing of client capital activity and related payments
- Involvement in system migration, testing and implementation
- Monitor for procedural breaches and processing errors
- Identify opportunities to reduce risk and increase efficiency through process improvements
- Undergraduate degree; preferably in accounting, finance or business
- 4-6 years’ work experience in investment operations or fund accounting/administration for fund of funds, hedge and/or private equity funds required, including experience in producing or reviewing administrator NAV reports
- Demonstrable understanding of accounting principles
- Experience in working with external auditors desirable
- A team oriented individual with attention to detail and strong interpersonal, analytical, organizational, and communication skills
- Demonstrated ability to work on own initiative
- Ability to work in a rapidly growing fast-paced environment and manage multiple competing priorities within deadlines
- Excellent MS Excel and Word skills are required, experience with fund accounting software desirable
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Administration Analyst Resume Examples & Samples
- 1 Ensure that the company’s administration standards and time service requirements are applied to the handling of all business received
- 2 Ensure that the administration of all UK business adheres to RGA treaties
- 3 For your specific client responsibility, provide administration data for input to accounting records, valuation systems and regulatory returns
- 4 Ensure Ira month end deadlines are met. This includes working with team members to ensure data can be processed in a timely and accurate manner to achieve this goal
- 5 Ensure administration data is provided to retrocession clients in a timely and accurate manner
- 6 As and when required assist with the calculations for the offline International Retro Pool data (inforce, billing and accrual information)
- 7 As and when required, assist with policy exhibit calculation and upload to administration system
- 8 Attend Client Audits/Assurance Reviews as and when required
- 9 Ensure administration processes and procedures are fully documented
- 10 Maintain a professional and working relationship with clients
- 11 Provide cover for Claims Administration role when required
- 12 Provide support on relevant Administration audits
- Reinsurance
- 1 Maintain a good working knowledge of UK and Irish reinsurance practices and specific RGA treaty practices as they pertain to the management and handling of transfer of risk
- 2 Ensure that premiums relating to UK business are administered appropriately through the RGA chain of companies, external retro companies and the International Retro Pool
- Management Information
- 1 Ensure documents that provide input to regular management information are completed in a timely and accurate manner i.e. workstats, client data files and payment tracking etc
- 2 Ensured data is provided for UK underwriting audits
- 1 Gain market knowledge of Life Reinsurance and its implications within administration
- 2 Gain good understanding of processing client data on RGA administration systems
- 3 Gain good understanding of retrocession through the RGA chain of companies, external retrocession and the International Retro Pool
- Interactions
- 1 Reporting to the Administration Manager and working closely with other members of the Operations team
- 2 Contribute to the team building spirit within the company
- 3 Working closely with other RGA UK teams
- Strong IT skills with a good understanding of MS Excel and Access
- Superior oral and written communication and presentation skills
- Effective interpersonal skills; with the ability to interact with employees at all levels and across different departments
- Ability to focus on priorities, targets and deadlines
- Ability to plan and manage owns time and several projects at once, delivering them to agreed schedules
- Proactive team player who can also work on own initiative
- Ability to develop original and creative ideas to problems and develop new approaches
- Ability to contribute to the team building spirit within the company
35
Administration Analyst Resume Examples & Samples
- Test reinsurance treaties in the administration system
- Prepare reinsurance bills for clients
- Draft correspondence to clients regarding the new business transactions requiring adjustment
- Collaborate with the internal/external auditors and the In Force Administration team in the audit mandates
- All other related work
- Good knowledge of French and English (written and spoken)
- Knowledge of the life insurance or life reinsurance field, an asset
- Sense of logic, complexity and analytical mind
- Sense of observation and detail oriented
- Demonstrates organization, initiative, autonomy and proactivity
- Client oriented
- Team spirit
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Junior Administration Analyst Resume Examples & Samples
- Accountable for Production area budget FUP and control and for mobilizing production leaders to review the expenses during LEs periods
- Look for cost reduction opportunities with Finance and Purchase area
- Facilitate the elaboration of next year budget for production area
- Accountable for small indirect purchasing
- Organize the FTC process (selection, hiring, FUP, dismissals) and be the key interface between Syngenta, Capgemini and consultancy
- Manage production area young apprentice management
- Facilitate the process of employment contract for a determined period internally (selection, contracting, monitoring and termination of contracts) and be the key interface between Syngenta, Capgemini and Consultancy
- Professionals of Business Administration (mandatory)
- Intermediate User of the Office Package (Powerpoint, Excel), obligatory
- Experience of 6 months to 1 year with hiring of temporary or fixed term people (required)
- Advanced English (required)
- Agility
- Critical sense
- Excellent relationship
37
Business Administration Analyst Resume Examples & Samples
- Position is responsible for supporting complex account solution creation strategies & programs to drive Maintenance, Managed, and Knowledge Services revenue
- Provide input into a cross-functional teaming arrangement targeting service acquisition campaigns/programs that fuel increased market penetration, adoption rates, and channel expansion
- Work with Sales in executing strategies to close opportunities, participate in conference calls and customer visits
- Collaborate cross functionally on competitive positioning, selling, pricing, market development and customer loyalty creation
- Identify and articulate market and customer requirements, preferences, and develop customized go-to-market programs for customer segments
- Attainment of defined success metrics for Services
- Bachelor’s degree in Finance, Marketing, or Business
- Experience in business development/marketing/sales is a plus
- Knowledge of Information & Communications Technology market
- Managed services industry knowledge in network communications, managed applications, and IT technologies
- Action and results oriented work habits. Aggressive, ownership, and accountability
- Solutions based selling skills
- Self-starter with excellent follow-up skills
- Outstanding project/program management skills with results focus
- Team player with ability to influence others to achieve revenue goals
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Senior Global Portfolio Services Administration Analyst Resume Examples & Samples
- ANALYTICS – 40%
- Leads the data and metric infrastructure of the GPS team
- Collects, organizes and reports on key data and metrics across the team
- Looks for ways to improve the efficiency of collection, storage and delivery of data and management information
- Works to improve the alignment of strategic initiatives and the measurement framework
- BUSINESS SUPPORT AND COMMUNICATION – 20%
- Supports the strategic business planning cycle including
- The collection and documentation of annual goals and initiatives
- Collecting and reporting initiative progress updates on a regular basis
- Ensuring alignment of initiatives to the budgeting process
- Supporting the preparation and facilitation of business planning meetings and other events
- Keep abreast of industry trends and best practices in Portfolio Operations and Data Management
- Communicates leading trends to team and works to help integrate best practices within our business processes
- Leads the production and coordination of all-employee communication including town halls and newsletters
- PROJECT MANAGEMENT AND CONTINUOUS IMPROVEMENT – 40%
- Identifies and implements new techniques to drive deeper engagement with communications
- Leads a variety of assigned projects and initiatives to successful completion
- Engages other team members on continuous improvement initiatives to drive quality and efficiency gains
- Minimum 5 years of related work experience in the Financial Services industry required
- Background in securities administration and/or portfolio services preferred
- Hands on experience in a related discipline (data/analytics, project management, or continuous improvement) required
- Experience leading others in a virtual working environment to accomplish significant initiatives
- Ability to conduct complex analysis and present data in a meaningful way to senior leaders
- Ability to work through challenges to resolution across business areas with minimal support
- Interpersonal skills necessary to effectively build strong relationships with colleagues globally
- Superior knowledge of the Microsoft Excel suite and Microsoft Access
39
Inh-identity & Access Administration Analyst Resume Examples & Samples
- Provide access administration on Windows platform and Lotus Notes
- Provide folder and group administration in Windows platform
- Support QA processes and provide explanation to QA queries
- Assist in analysis of root causes, restore customer confidence and recommend process improvement
40
Senior Client Administration Analyst Resume Examples & Samples
- As a member of the Client Administration Team, perform the day-to-day function of onboarding, maintenance and off-boarding of client accounts, including gathering account instructions, assessing impact, communicating requirements, tracking implementation and managing record retention
- Provide leadership to issue management processes by analyzing the issue to get to root cause. Recommend a well thought out approach and actively lead resolution to implementation by gaining alignment, tracking progress, and effective communication
- Provide instructions and requests to our primary vendor relationship and understand how vendor changes impact internal processes, risks, and outcomes
- Understand processes from end to end and use that knowledge to identify red flags and provide subject matter expertise, effectively communicating across multiple audiences
- Ability to work independently with limited oversight, while recognizing when escalation to leadership is needed and required
- Provide coordination across various business and operations teams to ensure alignment and readiness for client facing events
- Ensure application of internal controls, compliance requirements and required policies and procedures
- Lead and perform vendor oversight responsibilities and special project work including across business lines as needed
- Must be highly responsive and proactive in a fast-paced changing environment
- In-depth knowledge of business operations and processes with ability to conduct process improvement efforts
- Demonstrated proficiency in MS Word and Excel
- MS Access database development skills a plus
- 18 month time in job commitment
41
Advanced Resources Center Administration Analyst Resume Examples & Samples
- Coordinating ARC-wide event programming (annual offsite, road shows, town halls, etc.), including working with business heads to develop agendas, confirm speakers and presentations, solicit feedback, and plan overall logistics
- Developing ARC-wide marketing pipeline/inventory of all internal and external (client-facing) materials, collateral, and analyses the group produces; acting as the central point-of-contact for ARC teams to oversee, monitor, and add to pipeline; maintaining and updating collateral on ARC websites and ensuring content is consistent and centralized
- Liaising with firm-wide marketing and events teams to develop a central ARC calendar of events (including internal/ARC events, broader Wealth Management events, Morgan Stanley firm-wide events, and external conferences)
- Communicating key business administration updates to ARC-wide employees
- Assisting with the annual budgeting process
- Understanding and enforcing policies and procedures related to expense management
- Managing general day-to-day business administration across group of ~50 employees across the country (e.g., up-to-date employee roster, entitlements, mail-groups, etc.)
- Team-player with excellent communication and interpersonal skills
- Self-starter with ability to hit the ground running and work independently with limited supervision
- Detail-oriented individual with ability to multi-task and manage competing deadlines
- Interest in learning about ultra-high net worth business at Morgan Stanley
- Knowledge of the MS Office Suite (Word, PowerPoint, Excel)
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Administration Analyst Resume Examples & Samples
- Excellent organizational skills and the ability to deal with multiple and varied customer demands and related issues in a given day
- Knowledge of program administration and project management concepts
- Ability to communicate and work effectively with all levels of the organization and with counterparts in outside organizations
- Demonstrated ability in using Power Point, Word, and Excel are required (Intermediate to advanced excel skills preferred)
- Ability to excel as a team player; self-starter; strong sense of urgency and flexibility
- Ability to interpret overhead construction standards related to NESC clearances with communications facilities preferred
- Associate Degree in Business Administration or related
43
AO / Portfolio Administration Analyst Resume Examples & Samples
- Cashflow Processing
- Income/Dividends/Corporate Events
- Participation in various firm initiatives and working groups
- Participation in internal/external audit best practice discussions
- Degree level education preferred
- Minimum of four years proven experience gained in a Financial Operations environment with a good understanding of Front to Back operational processes
- Experience with International Market practices, rules, and regulations
- Worked within a pressured environment, multi-task, and met deadlines
44
Exotic Trade Review & Index Administration Analyst Resume Examples & Samples
- Periodic balancing of custom indices, and the investigation of issues regarding custom index levels
- The investigation of issues regarding trade classification
- Creating product classifications
- Coordinating general queries arising from management and operations personnel
- Helping to identify and assesses opportunities for process developments and improvements
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Portfolio Administration Analyst Resume Examples & Samples
- Daily monitoring and evidencing of oversight controls related to reconciliation
- Custodian relationships
- Working collaboratively internal and external stakeholders
- Minimum of three years proven experience gained in a Financial Operations environment with a good understanding of Front to Back operational processes
- Good Working knowledge of Microsoft Office
- Proven ability to build positive internal and external relationships
46
CIB AIS Portfolio Administration Analyst Resume Examples & Samples
- Work with the team to provide oversight and leadership for the delivery of PA services to clients across AIS
- Serve as the main contact for a portfolio of clients; answer all phone calls and emails pertaining to those relationships and demonstrate ability to resolve inquiries quickly and accurately
- Build relationships with clients and other third parties, as well as with other business groups across JPMorgan
- Perform completeness reviews in a quality assurance capacity as it relates to client activity/changes; ensure all work is ‘Always Audit Ready’
- Drive client meetings, usually via conference call, to ensure client needs and expectations are consistently met or exceeded; ensure resolution of follow up items
- Partner within the PA department and across the broader AIS team to ensure the completion of all end-to-end processes in line with JPMorgan Risk Management policies
- Produce and review client reporting, such as daily / monthly / quarterly client reports; internal and external
- Take on and complete ad-hoc reporting as necessary
- Look to modify / iterate processes and procedures to continually improve accuracy, reduce redundancy, and mitigate risk
- Engage in projects within your team and the PA department including
- Identify and action priority items within appropriate timeframes; escalate issues as necessary; relentlessly resolve aged items
- Dedicated to superior client service and able to remain poised under pressure
- Very strong communication skills both oral and written
- Strong organizational skills with a drive for impeccable quality
47
Draw Administration Analyst Resume Examples & Samples
- Reviewing loan documentation to determine all requirements and conditions of each project are being met
- Must have a total understanding of each project’s specific requirement as they vary from product to product
- If discrepancies are found, must balance back to accounting sheet and verify with applicable vendor
- Reviewing all documentation required for each draw. This may include review of all sworn statements, waivers, invoices, inspection and comparison to budget line items to ensure project is on track
- Communication is required between the borrower, contractors and vendor
- Processing of checks and wires
- Working emails to extract all necessary details for the complete servicing of each loan
- Order inspections, title updates and surveys as required for each project type
- Prepare disbursement and funding forms for approval by management
- Maintain accurate records of each draw and interest reserve payments to ensure within budget
- Assist with additional reporting as it pertains to borrower letters, delinquency and other adhoc needs
- Must stay abreast of compliance standards, system updates and departmental guidelines
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Systems Administration, Analyst Resume Examples & Samples
- Work in collaboration with SCM to analyze implementation impacts and risks
- Solution Name, Environment, Servers, Solution Version, Framework Client -Version, Framework Management Version, webMethods version
- Tier 3 support issue resolution and technical escalation management. Receives x Matters messages
- SLM: Request fulfillment, Change, Incident and Problem management
- Track issues in ESF / ICC SharePoint for Root Cause Analysis (problem)
- Development (Onboarding of new clients to existing solution already in production, Small enhancements to existing solutions in production)
- Bachelor degree in Computer Science or equivalent education in a related discipline is required. ITIL v2 or v3 Certification is optional
- Complete understanding of SDLC
- 5 years of IT related experience, mainly on development or application support
- Experience creating and deploying web services (SOAP), Java Core, JBDC knowledge/experience. SOAP, WSDL, XML/XSD skills, database skills using Microsoft SQL Server 2012 or Oracle
- Strong writing and English speaking skills are required
- Ability to solve problems quickly and completely
- Excellent communication, troubleshooting, time management, and self-leadership skills
- Ability to work within a team environment, be flexible on assignments and have a proven record of meeting or exceeding dates
- Adapt and follow ICC procedures and processes (based on ITIL)
