THOMAS RANDLE
Summary
Results-driven professional experienced in client relationship management, data analysis, and investment evaluation. Delivered impactful contributions through effective communication, deadline management, and adaptability to changing markets. Focused on fostering long-term partnerships and ensuring organisational goals are met through prioritisation and collaboration.
Overview
6
6
years of professional experience
11
11
years of post-secondary education
Work history
Corporate Actions Associate
J.P. Morgan
Bournemouth
2024.01 - Current
- Oversaw daily corporate action processing across global markets, ensuring timely and accurate elections.
- Reconciled corporate action cash and securities breaks daily for clean settlements.
- Communicated frequently with middle office and trading desks to manage operational risk and election processing clarity.
- Facilitated time-sensitive transactional securities requests for internal and external clients, enhancing service delivery.
- Cross-trained in fixed income and equities to ensure seamless daily operations support.
- Owned file organisation to support handling up to 20 corporate action events simultaneously.
- Conduct frequent documentation reviews, clarifying requirements and identifying inconsistencies for agents.
Fixed Income Analyst
J.P. Morgan
Bournemouth
2022.07 - 2024.01
- Resolved inaccurate coupon payments in US market for timely, correct disbursements.
- Cleared daily cash breaks to keep transaction integrity and prevent discrepancies.
- Investigated and adjusted incorrect repo positions in DTC for accurate reporting.
- Led team training sessions and mentored senior team members.
- Maintained complete and accurate financial records following optimal accounting principles.
Client Processing Representative
BNY Mellon
Poole, Devon
2020.12 - 2022.06
- Resolved client inquiries with detailed guidance, enhancing client satisfaction and expediting response times.
- Executed bond conversion and transaction requests, ensuring accurate settlements aligned with client instructions and regulatory standards to facilitate smooth operations.
- Monitored bond lifecycle events, identified and escalated exceptions, collaborating with stakeholders to ensure timely settlements and minimise disruptions.
Education
BA (Hons) Graduate - 2:1 - Sports Marketing & Management
Manchester Metropolitan University
Manchester 2015.01 - 2018.01
A-Levels - English Literature, P.E Studies, Business
St Edwards School
Bournemouth 2013.01 - 2015.01
GCSE -
St Edwards School
Bournemouth, England 2007.01 - 2013.01
Skills
Corporate actions processing
Data analysis and interpretation
Reconciliation expertise
Market analysis
Debt structuring
Deadline management
Prioritisation and multitasking
Client relationship management
Client trust building
Market adaptability
Communication skills
High integrity
Microsoft office, excel, word, outlook etc
Accomplishments
- Market leaders in the SLRM reconciliation project, identifying and correcting over 300 incorrectly tracked positions for internal and external clients.
- Implemented a sustainable project to prevent future discrepancies and allow for accurate and timely records across US market.
- Executed end-to-end processing of high-value corporate actions, ensuring timely, compliant settlement.
- Designed and delivered training and recurring cross-team reviews, mentoring colleagues to improve team performance.
Timeline
Corporate Actions Associate
J.P. Morgan
2024.01 - Current
Fixed Income Analyst
J.P. Morgan
2022.07 - 2024.01
Client Processing Representative
BNY Mellon
2020.12 - 2022.06
BA (Hons) Graduate - 2:1 - Sports Marketing & Management
Manchester Metropolitan University
2015.01 - 2018.01
A-Levels - English Literature, P.E Studies, Business
St Edwards School
2013.01 - 2015.01
GCSE -
St Edwards School
2007.01 - 2013.01