مجموع سنوات الخبرة :8 years, 8 أشهر
Designation: Senior Executive Dept: Research Access
Project: Citi Responsibilities:
• Working on live requests and completing it within the turnaround time.
• Creating / Reviewing existing MIFID II agreements and updating it is as per the A/C Tiering / Pricing team.
• Creating / Editing / Removing Accounts & Contacts as per the client requirements.
• Assist in the production of Periodic & ad-hoc research management reports by preparing MIS.
• Collect Client usage entitlement and distribution data from various sources systems, process errors maintain data integrity & load results into warehouse system.
• Match Client metrics received from external systems with client contact data held in citi's proprietary client management system.
• Report & Flag records that cannot be matched for further analysis.
• Assist in the management of client vendor entitlements, particularly as it pertains to allowing clients to access Citi's proprietary content.
Designation: Consultant Dept: Com-Investment Research
Project: Citi Responsibilities: Assist in the production of Periodic & ad-hoc research management reports by preparing MIS. Collect Client usage entitlement and distribution data from various sources systems, process errors maintain data integrity & load results into warehouse system. Match Client metrics received from external systems with client contact data held in citi's proprietary client management system. Report & Flag records that cannot be matched for further analysis. Assist in the management of client vendor entitlements, particularly as it pertains to allowing clients to access Citi's proprietary content.
Project: Six Telekurs Responsibilities: Research on critical descriptive information provided by various data sources - Prospectus, Term Sheet & Websites. Coordinate & support overseas subsidiaries to provide data administration services within the stipulated time frame. Handling Clients queries and requests through emails, faxes. Setting up New Issues from the Eurobonds Market for Federals, Municipals & Corporate from various data sources. Amending Issues updating pricing details, dividend announcements & interest payment details received by various interest rate calculations & fixing agents.
Designation: Equity Dealer
Responsibilities: Working as a Relationship Manager handling portfolio of the clients, advising them which stocks to buy & when to exit. Selling Tax free Bonds, Debentures & other products.