Highly focused employee with few years of experience in finance industry. Proven record of managing workloads and meeting deadlines. Adaptable and motivated to succeed and contribute to company success.
Overview
11
11
years of professional experience
2023
2023
years of post-secondary education
Work history
Client Solutions Operations Analyst
Nucleus Financial Ltd
Glasgow
2024.09 - 2024.12
Serviced the clients by applying money, processed transfers and handled pension queries by raising and resolving JIRAS
Shared my knowledge across the user operations team and wider business
Ensured all user operations processes run smoothly by highlighting areas where any improvements could be implemented and improved the customer journey
IBA INSURER ANALYST
A J Gallagher
Glasgow
2023.08 - 2024.09
Responsible for assisting with and monitoring the reconciliation and settlement of internal transactions
Analyzing data available to provide expert advice and support
Liaising with branches and insurers to resolve any issues on insurer transactions
Ensuring statements/accounting statements are reconciled monthly, in advance with audit requirements
Managing mailboxes for premium payment warranties and notice of cancellations
Liaising with internal staff to insure we are operating within AJG policies and procedures and any external regulations on all items
Ensuring settlements don't result in any transactions being funded
Liaising with insurer account handler to assist in the remediation of any funded items
Reviewing invoice listing report, ensuring all items are agreed with counterparty and payable items are settled
OPERATIONS ANALYST
Morgan Stanley
Glasgow
2022.07 - 2023.07
Filed reclaims which involved careful analysis of the residency of the entity (company) and whether the entity is eligible for dividend entitlement based on the trading market rules then calculated the dividend entitled and compared with the actual tax withheld, if it's over withheld, worked with the agent banks and clients to reclaim the over withheld taxes
Continuously followed up with the process until reclaim/refund was received
Worked on shorts which also means losses received in the trading of shares
Internal losses were received on dividends daily, this evolved around investigating the trade rules and trade dates and identifying the trades booked which brought accounts to losses
Performed account certification duties to ensure correct documentation is in place to receive tax exemption on payments and interests
Ensured all actions taken regarding account certifications were approved by Corporate Tax by raising JIRA's
Approved new account openings at tax authorization stage and ensured certification is put in place for tax exemption on interest on cash deposits
Downloaded reports for Morgan Stanley entities from agent banks databases and performed analysis on any expired/expiring documents that needed to be put in place while ensuring any deadlines to provide these documents were met
OPERATIONS ANALYST
Morgan Stanley
Glasgow
2022.03 - 2022.07
Responsible for Common Reporting Standards
Assisted in preventing potential offshore tax evasion
Ensured new clients were compliant with CRS by providing a self-certification form
Reviewed changes to client's circumstances to ensure CRS compliance
Analyzed reportable clients under CRS initiative
Submitted CRS reporting to participating jurisdictions
Prepared CRS documentation on behalf of Morgan Stanley entities
Performed systematic testing to support ongoing releases and improvements
Controlled CRS form validation process outsourced to external vendor
Worked on clearing CRS errors on new account openings as and when requests were received
CUSTOMER SERVICE ADVISOR
Ascensos on behalf of NHS
Glasgow
2020.11 - 2022.05
Advised people on Covid-19 and self-isolation rules and restrictions
Booked covid-19 tests
Provided NHS Informs health information and signposting service
DATA CONTROLLER
RFS - Regulatory Financial Solutions on behalf of Clydesdale Bank
2019.09 - 2020.03
Gathered and Assessed data for PPI Complaints
Responded and escalated cases
PENSIONS ASSISTANT
Prudential with Diligenta
Reading
2018.09 - 2019.07
Dealt with member's pension enquiries
Updated bank transactions, transfer in and out payments and death claims
CUSTOMER SERVICE REPRESENTATIVE
Actavo on behalf of Scottish Power
Glasgow
2016.11 - 2017.09
Booked appointments for engineers to install smart meters in customer's properties
Dealt with enquiries and complaints for smart meter installations on behalf of Scottish Power
PENSIONS ASSISTANT APPRENTICE
Strathclyde Pension Fund
Glasgow
2013.07 - 2014.09
Sorted Incoming and outgoing mail
Reception duties
Took inbound calls about pension enquiries
Updated customers pensions information on the system and used excel spreadsheets for storing data
Education
MBA - BUSINESS ADMINISTRATION
University of the West of Scotland
BACHELOR OF SCIENCE - MATHEMATICS
University of Strathclyde
Skills
Leadership
Analytical
Time Management
Organisation
Team Player
Communication
Problem Solving
Research
Microsoft Office
Microsoft Excel
Attention to detail
Languages
English
Fluent
Urdu
Fluent
Punjabi
Fluent
Volunteer
Holycross Primary School, 10/01/12, 03/31/13
Victoria Infirmary Hospital, 09/01/11, 03/31/13
Barnardo's charity, 07/01/12, 08/31/12
Amina-Muslim Women Resource Centre Dixon Avenue, 08/01/12, 08/31/12
Timeline
Client Solutions Operations Analyst
Nucleus Financial Ltd
2024.09 - 2024.12
IBA INSURER ANALYST
A J Gallagher
2023.08 - 2024.09
OPERATIONS ANALYST
Morgan Stanley
2022.07 - 2023.07
OPERATIONS ANALYST
Morgan Stanley
2022.03 - 2022.07
CUSTOMER SERVICE ADVISOR
Ascensos on behalf of NHS
2020.11 - 2022.05
DATA CONTROLLER
RFS - Regulatory Financial Solutions on behalf of Clydesdale Bank
<ul><li>Worked across multiple levels of a complex content ingestion system over a 10-year span</li><li>Improved system performance by streamlining data retrieval and backend operations</li><li>Standardized data ingestion protocols, enhancing accuracy across geographic and topical datasets</li><li>Implemented client-facing dashboard features previously underutilized, making them standard practice</li><li>Integrated third-party tools to overcome content access restrictions and expand curation capabilities</li><li>Applied deep understanding of Google search logic to maximize content quality and relevance</li><li>Analyzed and explained system behavior to internal stakeholders and clients to improve transparency</li><li>Developed training protocols for content moderation and system maintenance, enabling week-long onboarding cycles</li><li>Managed a team of 12 moderators over four years, optimizing workflows to support high-volume data pulls</li><li>Coordinated with operations and account teams to assess client requests, troubleshoot issues, and develop solutions</li><li>Conducted honest, strategic discussions with clients and leadership to align requests with system limitations and business goals</li><li>Maintained detailed process documentation to support organizational memory, training, and accountability</li><li>Completed college-level coursework in survey and process writing; applied principles to workplace efficiencies</li><li>Self-taught in multiple platforms including sound and video editing software, media production software</li><li>Proficient in Microsoft Office Suite, Google Workspace, and a range of productivity and curation tools</li></ul> at Futuri Media<ul><li>Worked across multiple levels of a complex content ingestion system over a 10-year span</li><li>Improved system performance by streamlining data retrieval and backend operations</li><li>Standardized data ingestion protocols, enhancing accuracy across geographic and topical datasets</li><li>Implemented client-facing dashboard features previously underutilized, making them standard practice</li><li>Integrated third-party tools to overcome content access restrictions and expand curation capabilities</li><li>Applied deep understanding of Google search logic to maximize content quality and relevance</li><li>Analyzed and explained system behavior to internal stakeholders and clients to improve transparency</li><li>Developed training protocols for content moderation and system maintenance, enabling week-long onboarding cycles</li><li>Managed a team of 12 moderators over four years, optimizing workflows to support high-volume data pulls</li><li>Coordinated with operations and account teams to assess client requests, troubleshoot issues, and develop solutions</li><li>Conducted honest, strategic discussions with clients and leadership to align requests with system limitations and business goals</li><li>Maintained detailed process documentation to support organizational memory, training, and accountability</li><li>Completed college-level coursework in survey and process writing; applied principles to workplace efficiencies</li><li>Self-taught in multiple platforms including sound and video editing software, media production software</li><li>Proficient in Microsoft Office Suite, Google Workspace, and a range of productivity and curation tools</li></ul> at Futuri Media