Feb 2025 – Jun 2025 · 4 mos

May 2024 – Jan 2025 · 8 mos · Bengaluru, Karnataka, India

May 2023 – Apr 2024 · 11 mos · Bengaluru, Karnataka, India · Remote

Jul 2020 – Mar 2023 · 2 yrs 8 mos · Greater Barcelona Metropolitan Area

• Managed Equity Compensation Plans for multiple corporate clients using the Shareworks platform.
• Administered Employee Share Purchase Plans and Stock Options, while assisting clients with processing Enrolments, Purchases, Matching share releases, Leaver vests, dividends, and Re-investments.
• Ensure collaborative daily/monthly/year-end reporting with clients and deliver ad hoc reporting and assist with reconciliation when needed.
• Successfully delivered within SLAs and with high satisfaction rate by timely and accurate responses to all equity-related inquiries and corrections internally and externally.
• Maintained and created event timelines and operating procedures with a focus on process improvements.
• Worked with internal and external teams to ensure successful compliance audits and interfaced with client contacts, financial advisor team, service center, and internal operations.
• Built and nurtured strong relationships with HR professionals, Payrolls, senior financial staff, and high-level customer contacts.
• Actively managed customer expectations to ensure maximum satisfaction with Shareworks products and services.
• Worked effectively in a highly collaborative cross-functional environment, including interacting with the Relationship Management team, Implementation team, and Technical Support to ensure timely and effective resolution of client issues and inquiries.
• Provided regular updates to clients on system enhancements and new product features, demonstrating an understanding of their business needs and how Shareworks could support them.
• Collaborated with the client annually to update plan rules, limits, guides, and documentation.

Feb 2016 – Nov 2018 · 2 yrs 9 mos · Hyderabad Area, India

• Managed and reconciled the daily cash and assets for 100+ Fixed Income accounts and 50+ Exchange Traded Funds (ETFs).
• Monitored interest and principal rates, corporate actions, and made necessary amendments to internal systems using Bloomberg Portal.
• Researched and resolved discrepancies between accounting systems.
• Managed fund performance and coordinated with traders and portfolio managers on trading changes.
• Coordinated with Portfolio Support team to meet weekly and monthly deadlines.
• Processed ad-hoc withdrawals, deposits, and transfers to ensure accurate and efficient account trading.
• Trained new employees on day-to-day operations and procedures.

Mar 2015 – May 2015 · 2 mos · Hyderabad, Telangana, India