Zachary Wright
Pottstown
Summary
Investment Banking Operations Analyst with 6 years of experience in Banking/Client Documentation/Trade Support. Bring superior communication, research, and interpersonal skills and consistent track record of exceeding.
Overview
7
7
years of professional experience
Work History
Middle office Associate 2
State Street Bank
03.2022 - Current
- Work with Brokers around the Globe to have Equity trades confirmed and matched in a timely manner for all my clients.
- Implemented foundational procedures for routine operations, Supervised and trained Drexel Co-op members within the Equities team
- Processing and confirmed trades using Omgeo Products (MyDTCC, Trade Suite, CTM, and Alert) for daily trade matching
- Handle trade fail research and problem-solving through GTM
- Facilitate client amendments while managing downstream duplication/FX risks
- Work closely with internal and external teams to increase STP capabilities and improve reporting/ processing deliverables both from an operational and technological perspective
Operations Specialist Lvl 1-3
Vanguard
11.2018 - 02.2022
- Processing Beneficiary transfers (distribution due to death), Qualified domestic relation orders
- Review and update Plan wide contributions following confirmations from plan directors.
- Handled Retirement plan participant information updates (Address change, Name Update, Participant enrollments, Beneficiary Updates)
- Collected check and participant distribution information to provide retirement plans for audit reviews.
- Processed participant distributions from their 401k Plans such as Hardship withdrawals, Termination withdrawals and Loans
- Processed 403B Asset transfer ins, Roth money transactions, Aftertax Transactions, Rollover transactions between a employee 401(k) to a personal IRA.
Abandoned Property Unit
Vanguard
01.2018 - 11.2018
- Company Overview: Via Randstad USA
- Viewed client mailings that were returned from post office through AWD processing
- Searched clients via WAVE and outreached to clients thru Email or Encorr letter generator by following returned mail procedures
- Via Randstad USA
Education
Business Management associate degree -
Eastern Gateway Community College
Skills
- File Organization
- Data Entry
- Office Management
- Time Management
- Client Relations
- Middle Office Experience
- Excel Experience
- Active Listening
- Problem-solving abilities
Objectivesummary
Investment Banking Operations Analyst with 6 years of experience in Banking/Client Documentation/Trade Support. Bring superior communication, research, and interpersonal skills and consistent track record of exceeding.
Timeline
Middle office Associate 2
State Street Bank
03.2022 - Current
Operations Specialist Lvl 1-3
Vanguard
11.2018 - 02.2022
Abandoned Property Unit
Vanguard
01.2018 - 11.2018
Business Management associate degree -
Eastern Gateway Community College
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