About
Corporate actions and investment operations professional with 3+ years of experience supporting UHNW and HNW clients across global markets. Experienced in income processing, entitlement reconciliation, SWIFT messaging, custody engagement, and securities reconciliation in high-volume, time-sensitive environments.
Experience
-
Asset Analyst | Corporate Actions & Asset ServicingJPMorgan ChaseMay 2026 – Present
Manage end-to-end processing of global income events, including cash dividends, coupon payments, interest distributions, redemptions and principal repayments across multiple international markets. Validate client entitlements through reconciliation of positions, rates, factors and custody notifications, supporting accurate and timely payment execution. Resolve complex entitlement discrepancies, rate variances, missing payments and exception cases across global markets, minimizing operational risk and supporting timely client payments. Interpret and validate SWIFT MT564 and MT566 messages to determine event impact, payment eligibility and entitlement accuracy. Investigate failed or unmatched income payments through direct engagement with global custodians and counterparties, driving issues to resolution. Perform securities and cash reconciliations, clear breaks and verify accurate booking of corporate action proceeds and income events. Partner with Operations, Custody and Asset Servicing teams to support high-value client accounts, Client Asset Protection and regulatory controls. Monitor event life-cycle deadlines and market cutoffs to maintain service-level commitments and strengthen Corporate Action Risk Management.
-
Client Specialist | Private BankingJPMorgan ChaseAug 2024 – May 2026
Deliver white-glove service to Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients. Manage account servicing, money movement, transaction processing, and client inquiries. Support Foreign Exchange (FX) transactions and credit-related servicing requirements. Coordinate with bankers, investment specialists, and operations teams to deliver seamless client solutions. Maintain strong client relationships while ensuring compliance with risk and regulatory requirements.
-
Financial ConsultantFactSetJul 2022 – Jul 2024
Supported financial institutions and investment professionals across APAC using FactSet, a leading global financial intelligence platform trusted by investment banks, asset managers, and institutional investors. Delivered onboarding, product integration, and technical support for portfolio analytics, market data, and investment research solutions. Partnered with clients to resolve complex platform and data inquiries, ensuring optimal utilization of investment and market intelligence tools. Built strong client relationships through consultative problem-solving, responsiveness, and service excellence.
Education
- 2022
- 2019