Shivam Patel
Manchester
Summary
I am extremely hard working, loyal and the type of person who will give 100% to my employer. I would describe my self as very analytical, detail-oriented with strong time management and communication skills.
My expertise falls in a range of many different areas, including data analysis, process improvements and project management. My work rate is stellar, and this can be backed by management. I work with outstanding attention to detail with a thorough and analytical approach. I consistently provide a high standard of service whether to customers or internal colleagues and I possess outstanding communication skills, with a natural ability to solve problems and manage the process from end to end.
Overview
7
7
years of professional experience
Work History
Corporate Actions Senior Analyst
AJ Bell
09.2022 - Current
- Responsible for oversight of junior corporate action analysts, being responsible for their work and accuracy of delivery.
- Act as a main point of enquiry for the team having to deal with queries ranging from complex corporate action matters and queries within the team, and from external sources such as IFAs and companies.
- I liaise regularly and instruct counterparties and custodians as corporate action events develop.
- Contribute to process improvements for the team in order to help the team move forward and grow.
- Have been involved in multiple projects, some of which involve me acting as lead to help my team and company as a whole progress forward. My work has been praised as excellent by the executive consultant of the company,
Corporate Actions Analyst
AJ Bell
09.2019 - 09.2022
- Worked here: September 2019 - September 2020, July 2021 - September 2022
- Responsible for capturing and analyzing market sensitive information for corporate action and dividend events in a timely, accurate and efficient manner using database systems.
- Ensuring all relevant corporate action notifications are distributed to shareholders correctly and accurately, creating and maintaining records of all these corporate action events, identifying all eligible shareholders for specific corporate actions events.
- Contributing to improving and working on procedures linked to the teams’ processes.
Tax Management
AJ Bell
09.2020 - 07.2021
- Complied with established internal controls and policies.
- Prepared and run internal and regulatory reports which had to be run daily, weekly and monthly.
- Reviewed past data records, current operational data and forecasting information to identify areas which the team needed to fix prior to tax year end.
- Analyze and reconcile W-8BEN and NR-301 forms for investors who wanted to trade in foreign stocks with the company.
Sales Assistant
N and T News
01.2017 - 11.2017
- Balancing other systems in the store with the transactions of the tills to ensure that the right money has been taken for things like pay point and lottery funds which would be taken from accounts in the coming days so ensuring that these were balanced correctly, and the funds were in the correct accounts for collection
- Remained calm and poised in high-stress, dynamic environment to promote service to customers and staff.
- Established rapport with customers using active listening and interpersonal skills.
Waiter
The Raven Inn
05.2017 - 06.2017
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Remained calm and poised when dealing with difficult customers or during busy shifts.
- Followed health and safety regulations relevant to hospitality industry to minimize accidents, incidents and liability to restaurant.
- Quickly reset and cleaned up tables after customers left to enable speedy turnaround and guest flow.
Education
A-Level -
St Marys Catholic Sixth Form
AstleyGCSE -
St Marys Catholic High School
AstleyOperations IOC Apprenticeship
Investment Operations Specialist Level 4
Chartered Institute For Securities & InvestmentCISI IOC Level 3
CISI IOC Level 3 Qualification
Chartered Institute For Securities & InvestmentSkills
- Strong analysis and problem solving skills
- Always organized, punctual and articulate
- Time Management
- Adaptability and Flexibility
- Team Collaboration
- Very hardworking and Career Driven
- Technical Writing
Timeline
Corporate Actions Senior Analyst
AJ Bell
09.2022 - Current
Tax Management
AJ Bell
09.2020 - 07.2021
Corporate Actions Analyst
AJ Bell
09.2019 - 09.2022
Waiter
The Raven Inn
05.2017 - 06.2017
Sales Assistant
N and T News
01.2017 - 11.2017
A-Level -
St Marys Catholic Sixth Form
GCSE -
St Marys Catholic High School
Operations IOC Apprenticeship
Investment Operations Specialist Level 4
CISI IOC Level 3
CISI IOC Level 3 Qualification
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