Sector
Accountants

Gender
Male

Date of Birth
14-05-1997

Visa Type
Visit Visa

Visa Expiry Date
25-03-2022

Academic Level
MBA

Sponsor Visa Expiry Date
25-03-2022

Experience
2 years and 9 months

Languages
English, Tamil

Skills
Finance, Trade and settlements, Banking, Accounts, Reconciliation, Mutual funds, Excel, Problem Solving, Eye for details, Working under high pressure

Work Experience
BANK OF NEW YORK MELLON PVT LTD, DLF (Block 3, Floor 6, Mount-Poonamallee Road, DLF IT Park Rd, Ramapuram, Chennai, Tamil Nadu 600089, India) Rep,Client processing in US Transfer Agency January 2019 – September 2021 • Dealing with qualified and non-qualified accounts, Retirement plans like (Traditional IRA, Roth IRA, Simple/SEP IRA, 401K and 403B plans) • Responsibility includes accuracy and eye for detail ensuring TOA (Transfer of Asset), TIK (Transfer in Kind) or Direct Rollover moved directly from our Custody to another financial institution or custodian without any discrepancies. • Handling the financial transactions such as (Redemption, Subscription, Transfer, Exchange, Buyback, Rebalance/Re- Allocation). • Timely completion of single day TAT. • Saving Monitor and production reports and assuring no misses at EOD. • Price protecting trades and transactions for previous day’s requests to minimize risk events. • Updating and communicating SOP within and for supporting teams. • Dealing with incoming and outgoing Federal Wires from and to different custodians. • Clearing breaks for Transfer in kind for various fund companies.