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Poornima khot

Sr.Associate at SS&C Technologies

Thane

3+ years of work experience

SS&C Technologies
Apr 20242 yrs 3 mosPresent

Airoli Navi Mumbai

Corporate Action *Managed mandatory and voluntary corporate action events for diverse clients, ensuring accuracy and compliance. *Processed, reviewed, and reconciled Mandatory Domestic Corporate Actions in compliance with protocols. *Processed a variety of corporate actions, including mergers, acquisitions, and dividends. *Coordinated with clients and counterparties to reconcile holdings and ensure accurate records. *Executed cash and security transactions reflecting corporate actions in client portfolios. *Executed corporate actions for various securities, ensuring timely and accurate processing. *Managed stock dividends and optional dividends, ensuring timely distributions and reinvestments
State Street Syntel Services
Aug 20238 mosMar 2024

Navi Mumbai, Maharashtra, India

VIBGYOR Advisors
May 20223 mosJul 2022

Mumbai, Maharashtra, India

Daily demographic research client meetings ground work on daily basis reporting to team leader or city head

Education

Guru Nanak Institute of Management Studies - Mumbai

Master in Management studies, Finance

Guru Nanak Institute of Management Studies - Mumbai

20212 yrs2023
University of Mumbai

Bachelor's degree, Accounting and Finance

University of Mumbai

20183 yrs2021

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Headline

Sr.Associate at SS&C Technologies

Location

Thane

Work experience

Senior Associate at SS&C Technologies, Apr 2024 - Present · 2 yrs 3 mos, Airoli Navi Mumbai, Corporate Action *Managed mandatory and voluntary corporate action events for diverse clients, ensuring accuracy and compliance. *Processed, reviewed, and reconciled Mandatory Domestic Corporate Actions in compliance with protocols. *Processed a variety of corporate actions, including mergers, acquisitions, and dividends. *Coordinated with clients and counterparties to reconcile holdings and ensure accurate records. *Executed cash and security transactions reflecting corporate actions in client portfolios. *Executed corporate actions for various securities, ensuring timely and accurate processing. *Managed stock dividends and optional dividends, ensuring timely distributions and reinvestments

Associate at State Street Syntel Services, Aug 2023 - Mar 2024 · 8 mos, Navi Mumbai, Maharashtra, India

Finance Intern at VIBGYOR Advisors, May 2022 - Jul 2022 · 3 mos, Mumbai, Maharashtra, India, Daily demographic research client meetings ground work on daily basis reporting to team leader or city head

Education

Master in Management studies, Finance, Guru Nanak Institute of Management Studies - Mumbai

Bachelor's degree, Accounting and Finance, University of Mumbai

Poornima khot - Senior Associate in Thane | Tal