Transaction Associate Resume Samples

4.8 (108 votes) for Transaction Associate Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the transaction associate job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Resume Builder
CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.
USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.
SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

Create a Resume in Minutes
LF
L Fay
Louvenia
Fay
2069 Skiles Trace
Detroit
MI
+1 (555) 138 2401
2069 Skiles Trace
Detroit
MI
Phone
p +1 (555) 138 2401
Experience Experience
Detroit, MI
Associate Transaction Svc Analyst
Detroit, MI
Mayert, Gibson and Swaniawski
Detroit, MI
Associate Transaction Svc Analyst
  • Daily interactions with our Business partners, Product Heads and Senior Management
  • Strong performance record, indicating a self-starter who solves issues as they arise
  • Provide transactional processing support for examination of documents for letters of credit with international standards and UCP600
  • Provide transactional processing support for respective Letter of Credit Product
  • Achieving/ Driving Results
  • Involved in system testing
  • Involved in cross training
Detroit, MI
Associate Transaction Svs Analyst
Detroit, MI
Murphy-Treutel
Detroit, MI
Associate Transaction Svs Analyst
  • Assist with approval processing in the Unit
  • Execute moderate to complex transactions
  • Perform within departmental procedures and compliance standards in order to minimize losses to the Firm
  • Provide solutions to reduce errors and to ensure adherence to audit and control policies
  • Interface with Technology to drive the improvements
  • Perform multiple transactions of moderate complexity to achieve operating efficiency and high level of productivity
  • Provide creative solutions to reduce errors and to ensure adherence to audit and control policies
present
Dallas, TX
Associate Transaction Services Analyst
Dallas, TX
Block and Sons
present
Dallas, TX
Associate Transaction Services Analyst
present
  • Provide back-up coverage for team members and assist team members during high volume periods
  • Ensure all transactions are executed in a timely and accurate manner to provide superior service
  • Identify and implement process improvements to reduce operating deficiencies and improve productivity
  • Interact with Relationship Managers, Product Managers, Sales, FI units, and Technology to resolve client or operational issues
  • Complete training courses and attend continuing educational offerings to develop strong product / process knowledge
  • Use Product knowledge and resources to research and perform investigations
  • Establish and increase depth of TTS Product knowledge
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
University of California, San Diego
Bachelor’s Degree in Business
Skills Skills
  • Demonstrated ability to quickly learn and understand new products and processes
  • Detail oriented and good organizational skills
  • Technological Proficiency/ Knowledge: Navigate within proprietary systems supporting the NA GTS business
  • Basic computer skills in Microsoft Access, Excel, Outlook and Word
  • Spanish Language - Fluent and ability to read and write it
  • Ability to work well as part of a team
  • Teamwork/ Interpersonal: Ability to relate to others
  • Strong client focus and sense of ownership
  • Strong written and verbal communication skills to interact with both internal partners and external clients
  • Ability to accomplish tasks within given time frames
Create a Resume in Minutes

15 Transaction Associate resume templates

1

Capital Transaction Associate Resume Examples & Samples

  • Analyzing, modelling, underwriting, researching and executing real estate transactions
  • Working with other members in Capital Transactions team for acquisitions
  • College or university educated
  • Hard skills: Computer programs (Excel, Word, PowerPoint) with especially high numerical skills
  • Licenses: Any of licenses including real estate transaction specialist (Takuchi Tatemono Torihiki Shuninsha), Securities broker 1st class (Shouken Gaimuin Isshu), ARES certified master (Shoukenka Master), Chief of Money Lending Operations (Kashikingyo Toriatsukai Shuninsha)
  • Soft Skills: Logical thinking and team play
  • Communication: Japanese and English (business level)
  • Real estate closing and transaction experience preferrable
  • Preferred skills and/or experience: Studying and/or working abroad
2

Associate Transaction Services Analyst rd Shift Resume Examples & Samples

  • Bachelor’s degree preferred or 5 years equivalent work experience
  • Familiarity with payment product concepts
  • Flexibility in work hours
  • Strong time management and organizational skills
  • Excellent problem solving and risk management abilities
  • This position is a 3rd shift position, Monday-Friday
3

Associate Transaction Svs Analyst Resume Examples & Samples

  • Input all inquiries into Trims Phone Log for tracking and audit purposes
  • Utilize expert technical knowledge in unit in order to deliver quality service and achieve operating efficiency
  • Minimize risk to the Bank through increased knowledge of procedural requirements
  • Interface with Technology to drive the improvements that will lower costs
  • May help train to ensure best business practices
  • Involved in system testing
  • Panama Products Specialist - Familiar with the Panamanian client transactions
  • Spanish Language - Fluent with ability to read and write language
  • Proficient in Trims, COBIS and Basic Cosmos applications; ability to train staff and deliver demonstration when needed
4

Associate Transaction Svs Analyst Resume Examples & Samples

  • Candidates will operate within a team environment, supporting various operational processes. Individuals should be comfortable functioning in a fast paced environment with multiple client and industry cutoffs
  • Candidates will support multiple and complex transaction types, repair, verification and escalation. We encourage team members to recommend solutions that improve quality and efficiency and reduce risk of error or delay
  • Candidates will participate in training and certification required and appropriate for the corresponding functions. Training includes various mandated programs addressing Code of Conduct, Risk Control, Fraud, and Anti-money Laundering / OFAC
  • Individuals will also be cross trained on other departmental roles, to provide secondary or back-up coverage during high volume periods. We support ongoing development and internal mobility of staff
  • 3 years business experience, 2 year experience in financial services
  • Competency in use of PC with working knowledge of Microsoft products – Word, Excel, Access and PowerPoint
  • Proficiency in Data Entry (quality / speed)
  • Ability to Multi Task and perform under pressure
  • Attention to Detail and Quality
  • Able to work10 hour shift, overtime and holidays
5

Associate Transaction Services Analyst Resume Examples & Samples

  • Provide transactional processing support for respective Letter of Credit Product
  • Review Letter of Credit documents to determine compliance with international standards Issue Import and Export Letters of Credit and Standby
  • Maintain awareness of product changes and system enhancements
  • Daily interactions with our Business partners, Product Heads and Senior Management
  • Responsibility to ensure smooth, error free process flow
  • Understand the procedures and controls required for custody accounts
  • Fluent in English and Spanish a must. Portuguese preferable
  • 2 to 5 years experience in relevant field with at least 2 years Trade Services Operations experience
  • Thorough understanding of the rules and regulations that apply to LC's -ISP98, UCP600, ISBP
6

Associate Transaction Services Analyst Resume Examples & Samples

  • Responsible for investigating and resolving client queries in accordance with the SLA
  • Maintain client satisfaction by responding to problems quickly
  • Maintain awareness and communicate knowledge of product implementations, system enhancements to client to ensure best business practices
  • Bachelors degree or years experience equivalent
  • 2+ years business experience, 2 years experience in Financial Services
  • Panama products Specialist - Familiar with the Panamanian clients transactions
  • Basic computer skills in Microsoft Access, Excel, Outlook and Word
7

Associate Transaction Svc Analyst Resume Examples & Samples

  • Interact with Relationship Managers, Product Managers, Sales, FI units, and Technology to resolve client or operational issues
  • Provide creative solutions to reduce errors and to ensure adherence to audit and control policies
  • Minimize risk to the Bank through increased knowledge of procedural requirements Interface with Technology to drive the improvements that will lower costs
  • Ensure attendance at mandatory classes
  • Perform multiple transactions of moderate complexity to achieve operating efficiency and high level of productivity
  • Interface with Product and Technology on system/product enhancements
  • Involved in cross training
  • Colombia Clients Specialist/LATAM countries - Familiar with the Colombian Platinum client transactions
  • Spanish Language - Fluent and ability to read and write it
  • Strong Trade Background - preferred, but not mandatory
  • Proficient in Citidirect application; ability to train clients and deliver demonstration when needed
  • Demonstrated interpersonal and listening skills for problem identification and resolution
8

Associate Transaction Svs Analyst Resume Examples & Samples

  • Input all queries in the log for tracking, analysis and audit purposes
  • Utilize expert technical knowledge to deliver quality service and achieve operating efficiency
  • Provide solutions to reduce errors and to ensure adherence to audit and control policies
  • Understand Client's business and market and help the Client select the appropriate product, structure and process to fill their needs
  • Maintain awareness and communicate knowledge of product implementations and system enhancements to client to ensure best business practices
  • Conduct training to other staff and units
  • Perform multiple transactions of moderate complexity as required
  • Document activity and daily metrics
  • Involve in system testing
  • Cross train on other products, processes, and systems
  • CDCS Certification is preferred
  • Customer Service experience is required
  • Financial/ Banking experience is required
9

Associate Transaction Services Analyst Resume Examples & Samples

  • Forecasting and monitoring cash-flows across the various CGM businesses that are funded directly/indirectly though Broker Dealer structure, to ensure accurate reporting from firm trading platforms, and sub-entities
  • Ad-hoc reporting and projects, ranging from system design and enhancements, to work-flow/process re-engineering
  • Produce MIS to track key departmental metrics, including currency swap trends, suspense aging and incoming wire volume
  • Develop a further understanding of upstream and downstream dependencies of the funding function to further improve work-flows, as ongoing process improvement is a key goal in this position
  • Develop and enhance existing cash-flow tracking models to isolate causes of liquidity fluctuations, and implement work-flow improvements to eliminate these fluctuations
  • Minimum 1-3 years experience in financial services
  • Attention to detail is essential in this role to ensure accuracy in reporting cash-flows. Strong numerical and analytical skills in order to further develop understanding of firm funding and cash management functions
  • Proven ability to manage a number of time-sensitive functions simultaneously, while maintaining high standard of communication and accuracy in daily workflow
  • Foreign currency experience a plus
  • Proven ability to enhance functional workflow and increase efficiencies
  • Motivated self-starter; eager to learn, and capable of working independently
  • Strong proficiency in MS Office products, especially excel
  • Strong oral and written communication skills are required
10

Associate Transaction Svc Analyst Resume Examples & Samples

  • Provide transactional processing support for examination of documents for letters of credit with international standards and UCP600
  • Review Letter of Credit documents to determine compliance with international standards
  • Issue Import and Export Letters of Credit and Standby
  • Participate in UAT, implementation and training if needed
  • Assist with approval processing in the Unit
  • CDCS preferred
  • Education: Bachelor’s Degree preferred
  • Advanced skills in MS Office preferred
11

Associate Transaction Services Analyst Resume Examples & Samples

  • Responsibility to support OTC Derivative Settlements across various segments
  • Monitor eClerx vendor work such as matching and break allocation throughout the day to esnure that vendor is meeting intraday deadlines
  • Monitor and escalate any spikes in volume or exception processing
  • Assist in intraday and end of day checkouts. Assist vendor staff in resolving more complex issues
  • Review samples of vendor work to ensure that quality standards are being met
  • Ensure work is reviewed and prioritized timely with a high standards of quality, productivity and consistent with departmental goals and objectives
  • Adhere to departmental guidelines and controls
  • The job will require interaction with cross functional groups and internal and external clients
  • Provide high quality customer service within defined standards and deliver high quality service to internal and external customers
  • Establish partnerships across Technology, Margin, Middle Office, Treasury, etc
  • This function will also involve user testing for specific systems enhancements, processes, etc., which will result in efficiencies and streamlining of processes
  • In addition to above duties, will establish relationship with our internal partners (Middle Office, Technology, Margin, etc)
  • Candidate is expected to identify process and system enhancements and work with technology to execute
12

Associate Transaction Services Analyst Resume Examples & Samples

  • [Summarise job holders main activities]
  • Primary day-to-day focal point of contact for clients without designated support
  • Properly report and assist with escalations through to resolution including root cause analysis, identify fix and preventative measures
  • Identify and implement process improvements to reduce operating deficiencies and improve productivity
  • Through proactive engagement identify trends and patterns across client contacts
  • Work independently as well as collaboratively with teammates and internal teams to meet your client’s service expectations
  • 1 – 3 years of business or banking related experience
  • Client interfacing skills negotiating outcomes
  • Experience with Cash Management products preferred
  • Basic cash management product knowledge and process knowledge a plus
  • Strong written and verbal communication skills to interact with both internal partners and external clients
  • Strong client focus and sense of ownership
  • Detail oriented and good organizational skills
13

Associate Transaction Svs Analyst Resume Examples & Samples

  • Provide transactional processing support for Collateral Control and Documentation Unit
  • Allocate workload to other analysts
  • Analyze transactions to determine which legal template to be used
  • Analyze support documents to ensure correctness of the transaction
  • Determine, based on analysis of specific system, if the customer has enough collateral to process a Trade transaction
  • Issue Legal agreements related to Trade Finance and Trade services Products, based on templates from Legal area
  • Review documents for internal consistency and compliance with governmental documentary regulations and import/export restrictions
  • Send evidences of the issuance, with all support documents to be consisted against originals in branch
  • Utilize technical knowledge in order to deliver quality service and achieve operating efficiency
  • Interact on a daily basis Business partners, Product Heads and Senior Management
  • Manage on a daily basis all pending and service related activities, ensuring the processing and dispatching and delivery of very high quality service to our customers and internal partners
  • Responsibility for the maintenance of a control environment
  • Perform within departmental procedures and compliance standards in order to minimize losses to the Firm
  • Fluent in English and Portuguese a must. Spanish a plus
  • 2 to 5 years experience in relevant field
  • Thorough understanding of the rules and regulations that apply to Trade Finance and Trade Services products
14

Associate Transaction Svs Analyst Resume Examples & Samples

  • Provide transactional processing support for respective Letter of Credit product
  • Review letter of credit documents to determine compliance with international standards and UCP600
  • Examines Import and Export letters of credit for potential boycott issues, advises Letter of Credit
  • Fluent in Spanish a must. Portuguese preferable
15

Associate Transaction Services Analyst Resume Examples & Samples

  • Input all inquiries into a tracking tool
  • Interface with Technology to drive the improvements
  • Train other staff members and Clients as needed
  • Handle CitiDirect and other platform queries from Clients
  • Initiate party file changes from clients for CitiDirect, Trims and other platforms
  • Perform multiple transactions of moderate complexity
  • Receive training from colleagues
  • CDCS Certification is a plus
  • Strong Trade Background preferred
  • Banking customer service experience required
16

Transaction Processing Manger Associate Resume Examples & Samples

  • Monitoring work queues and cash activity, providing required client engagement for resolution
  • Handling complex processing and servicing of transactions
  • Trade capture, processing, and other various custody recordkeeping functions
  • Participate and/or initiate funds transfers and cash wire processes
  • Serve as an escalation point and/or second level approval of transactions
  • May have direct customer contact
  • Ensuring all incoming inquiries and subsequent resolution is executed according to established service levels
  • Reconciling, researching, and resolving any cash discrepancies, overdrafts, and long balances
  • Ensuring all client, risk, and performance related metrics are provided according to established service levels
  • Ensuring all regulatory and compliance requirements are followed, including maintaining relevant and current procedures, risk items are escalated appropriately, and documents are filed and archived according to corporate policy
  • Maintaining a controlled environment consistent with JPMorgan Chase standards and accounting policy
  • Dedicated to superior client service and able to remain poised under pressure
  • Team player, professional and proactive approach to work, positive attitude
  • Very strong communication skills both oral and written
  • Ability to work with a high level of precision in a fast paced, deadline driven environment
  • Ability to work independently with strong follow through
17

Associate, Transaction Management Group Resume Examples & Samples

  • Confident, articulate and able to build rapport and strong relationships
  • Team player with strong communication skills
  • Knowledge of KYC / anti-financial crime requirements for high risk entities
  • Ability to rapidly learn and apply complex requirements
  • Ideally relevant experience in a similar role and an appreciation of the basic banking principles
  • Experience in a Corporate Finance environment would be advantageous
  • Numerate and analytical with a high attention to detail
  • Graduate in Commerce or Banking preferred
18

Cib-transaction Processing Spec-associate Mumbai Resume Examples & Samples

  • Responsible for meeting client deliverables with a high level of timeliness and accuracy
  • Constant and regular review of processes and performance with focus on improving departmental competency / performance rating
  • Interact with global location managers in an effective and professional manner
  • Constant and regular review for direct reports. Set expectations with direct reports, regarding positive motivation and leading through accountability
  • Responsible for overall Performance Management and Talent Review process
19

Associate, Specialised Transaction Management Resume Examples & Samples

  • Tertiary accreditation in Accounting/Finance and completed or near completion for CA/CPA
  • Self-motivated and loves learning
  • You will possess advanced analytical aptitude and strong organisational skills, demonstrating the ability to prioritise competing obligations
20

Cib-transaction Processing Spec-associate Resume Examples & Samples

  • Provide overall supervision / leadership to the staff during his/ her shift operating window
  • Review staffing and volume trends to ensure the optimal capacity plan is in place
  • Regular reviews of procedures assuring new processes are documented
  • Masters Degree (e.g. CA, ICWA, and MBA) with 3 years of post qualification experience in similar environment or Graduate with Minimum 6 to 8 years — Financial Operations Processing experience, with a higher vintage and strong team management experience in similar environment
  • Experience and a strong working knowledge of various aspects of International Payment Processing Operations
  • Strong Interpersonal skills to be able to communicate internally & externally and at all levels
  • Proven ability to build strong business relationships within the site and across the business
  • An acute client focus
  • Strong PC, project management, and analytical skills
  • Knowledge of MS Access, Excel, PowerPoint, and Word
21

Associate Director, Transaction Management Resume Examples & Samples

  • Working with Transaction Managers on the ongoing management of portfolio transactions, deal execution and terminations
  • Establish a thorough understanding of both the legal and operational aspects of the transactions
  • Develop strong working relationships with internal and external stakeholders
  • Special Purpose Vehicle Board reporting obligations and representation at Board meetings
  • Establish and maintain a culture of continuous improvement and innovation
22

Associate, Transaction Coordination Group Resume Examples & Samples

  • Managing the Know Your Client (KYC) / Client on-boarding process and managing priorities between the business and KYC case manager
  • Adding committed deals to the various tracking systems for risk functions, Loan Exposure Management Group (LEMG) and Limit Request Tool (LRT)
  • Coordinating the European portion of the LDCM pipelines; commitment, revenue and de risking
  • Tracking of fronting letters for both Deutsche Bank Left Lead deals (Deutsche Bank fronting on behalf of the syndicate group) and Deutsche Bank Lead Right deals (Deutsche Bank signs a fronting letter to guarantee another fronting bank). To manage Risk Weighted Assets (RWA), B3 and Total Capital Demand (TCD) limits
  • Ensuring all risk sign offs are obtained before commitment letters are released
  • Monitoring of primary trade settlement
  • Deal closing pipeline management for all LDCM deals Investment Grade and Leveraged Loans, High Yield (HY) Bonds, (Underwriting Commitments, Best Efforts, and Buy/Holds)
  • Managing receipt of and centralising all closing requirements from Credit Risk Management (CRM) and the deal team; provide to Group Technology and Operations (GTO) Loan Operations and Finance where applicable
  • Finalising LEMG ticket for LDCM hold and submit to GTO Loan Operations
  • Ensuring that record retention procedures are completed, deal bibles sent to Central Business Risk (CBR) including all necessary checklists and approval processes
  • Managing deal processing from start to finish, front to back
  • Knowledge of banking policies, procedures and controls
  • Relevant experience in a middle office / operations role supporting Corporate Finance (CF) businesses
  • Experience working with investment bankers
  • Client onboarding / KYC understanding is a plus
  • Understanding of credit business models across financial services
  • Project management experience within an investment bank
  • Strong analytical skills and a strong finance/ economic academic background
  • Able to work as part of a global team
  • Proactive and diligent, self motivated, and able to identify solutions to issues
  • Accurate with an attention to detail
  • Able to prioritise large workloads
  • Able to communicate technical information in simple language
  • A strong communicator at all levels and keep calm under intense pressure
  • Educated to Bachelor’s degree level, or equivalent qualifications or experience
23

MYS Ctsm Kl-associate Transaction Capture Analyst Resume Examples & Samples

  • Degree holder preferred
  • High proficiency in MS Office software
  • Should have minimum 3 year experience in operations, preferably in front end processing, settlement experience or securities operations, is an advantage
  • Knowledge in SWIFT preferred
  • Candidate MUST be flexible to work shift hours and Malaysia public holidays, if required
  • Good initiative and committed to work
  • Fast and analytical, meticulous and accurate with attention to details
24

Associate, Transaction Control Resume Examples & Samples

  • Daily Front to back control validation – External to Risk System and Internal System to System, performing ReFixing related functions and controls, manage Audit and CSA
  • Daily/Weekly/Monthly control reports preparation and submission, manage and resolve queries that we receive from traders, settlement teams and external parties
  • Ensure the individuals and team deliverables are met on a timely manner, people/team and process management, represent the team in the daily/weekly/monthly stake holders call as and when required
  • Ensure compliance with the regulatory and statutory requirements and RBS compliance policies and procedures affecting the business area, identify Control Gaps / weaknesses and development of remedial activity in conjunction with key stakeholders
  • Expert knowledge of Excel & macros, strong communication skills, self-motivated with high professional standards
  • Strong analytical skills, understanding of transaction life cycle of the Investment Banking Derivatives products, attitude of continuous improvement
  • Experience of working autonomously to prioritize workload in a time-pressured environment
  • Experience of working in an environment with a strong customer focus, with experience of pro-actively working with demanding customers in a flexible manner
25

Senior Transaction Associate Resume Examples & Samples

  • Review and analyze loan recommendations from transaction analysts based on preliminary property financial information for loans sizing based on appropriate agency or non-agency platform lending requirements
  • Investigate, analyze, and communicate micro and macro-level location attributes of projects under consideration
  • Understand physical characteristics of properties, and the related competitive advantages and disadvantages
  • Issue application and facilitate receipt of executed application and required application fee
  • Coordinate all aspects of underwriting, closing and delivery to meet required timelines
  • Represent the Pillar Division at industry conferences, including a roll as a presenter within the conference agenda
  • Produce entity structure/organizational charts outlining ownership percentages
26

Associate Transaction Manager Resume Examples & Samples

  • Coordinate and manage acquisition and disposition activities for fee and leasehold properties including: client needs analyses, transaction team development, marketing plans, financial analysis, small to medium-size transaction negotiations, presentations, and tracking transactions on web-based applications
  • Collaborate with Lease Administration staff to monitor portfolio critical dates and to develop proactive recommendations
  • Produce and execute an annual Account Plan and related client business plan to include: key objectives, client satisfaction results, summary of value add activities, and potential growth/expansion opportunities
  • Understand the full suite of Jones Lang LaSalle products and services and incorporate them into the account where appropriate
  • Support client’s strategic planning process, project management activities, and cost savings reporting
  • Develop methodology to ensure effective and consistent communication with the client
  • Contribute to the creation of building processes, methodologies, best practices as well as other programs for the organization
  • Bachelor’s degree with a strong record of academic achievement required
  • Minimum of 2+ years relevant real estate industry experience
  • Experience negotiating real estate transactions, specifically lease renewals
  • Real Estate brokerage or salesperson license preferred
  • Well respected individual with demonstrated ability to gain the trust of others
  • Demonstrated success managing multiple transactions and/or projects
  • Results oriented with solid negotiation and analytical skills
  • High level of customer service skills and ability to solve problems in an effective manner
  • Computer proficiency in Microsoft Office suite, including Excel, Word and PowerPoint and Outlook
27

Client Transaction Associate Resume Examples & Samples

  • Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings and connectivity both internally and externally
  • Initiating account record set-up for new accounts and/or portfolios and on-going maintenance of existing account records
  • Providing assistance to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists
  • Liaison and co-ordination with Transition Managers / legacy investment managers where relevant; Coordinating the reconciliation of external transition management trade execution files for new or existing accounts
  • Being a thought partner to Client Integration Managers, Portfolio Manager/Coordinator and Trading in the development and implementation of our client transition strategies
  • Coordinating with Portfolio Management, Trading, and Investment personnel to help facilitate transition events on a pre and post event basis
  • Monitoring and processing of daily cash flows and confirming cash flow transactions with custodian banks
  • Maintaining awareness of industry, custodian bank and regulatory change; develop understanding of different jurisdictions, client requirements, and custodian banks
  • Liaising with the Cash Flow Team to coordinate client flow activity, supporting documentation, and best practices
  • Genuine interest in Investment Management
  • Ability to work in a fast-paced environment, excellent organizational, project planning, and execution skills including the ability to prioritize effectively and handle multi-tasks under time constraints
  • Possess a high degree of analytical ability, strong business judgment and risk awareness, including the ability to synthesize complex issues and effectively balance competing objectives
  • Exposure to investment operations or financial services operations in a risk management environment would be preferred
  • Bachelor’s degrees with 1-3 years of relevant industry experience; and/or progress towards the CFA designation or advanced degree are viewed favorably
  • Proficiency with Microsoft Word and Excel is required
  • Possess strong written and verbal communication skills, and have the ability to provide excellent client service
28

Junior Transaction Associate Resume Examples & Samples

  • Review and analyze preliminary property financial information for loan sizing
  • Investigate, analyze and communicate micro and macro level location attributes of project under consideration
  • Understand physical characteristics of properties and the related competitive advantages and disadvantages
  • Interact with agencies for approval of any non-standard loan attributes prior to issuing application
  • Coordinate pass-off of loans under application to credit/underwriting team
  • Facilitate communication between internal teams and borrower for collection of underwriting due diligence
  • Review and understand legal borrowing entity structures including but not limited to limited liability companies, corporations and partnerships
  • Possess knowledge of the formation process for legal entities in the state in which borrowers are forming legal entities for transactions
  • Eligible to manage or perform loan origination or servicing functions under Mortgage Investor or government agency guideline requirements
29

Cib-transaction Processing Mgr Associate Resume Examples & Samples

  • Pre Go Live and Migration Readiness
  • Strong change management skills
  • Strong risk management/mitigation skills
  • Strong skills with Microsoft Office products (Word, Access, Excel, Project, PowerPoint)
  • Strong self starter with expert time and task management skill ability
30

MYS Ctsm Kl-associate Transaction Capture Analyst Resume Examples & Samples

  • Bachelor's degree or diploma in Accounting, Finance, Computer Science and/or professional qualification (ACCA, CPA, CA or equivalent)
  • Prefer at least 1-5 years of TA experience
  • Prefer strong knowledge in TA business, products and workflow
  • Familiarity with global markets – practices, regulations, industry trends and key industry segments
  • Strong technical skills including accounting principles and theories
  • Knowledge of operations for various kinds of funds including but not limited to Hedge funds, Mutual funds, REITs and ABS
  • Detailed knowledge of business processes and procedures, as well as service and systems (including downstream impacts)
  • Candidate should be flexible ready to work