Professional Profile

Luke Russell A dynamic, highly capable individual who constantly

*** ***** ******, ******* *** the highest standards in all aspects of

Brooklyn, business and life. I have a reputation for being a

New York, 11216 natural leader with an ability to positively adapt to

change and a capacity to inspire others.

Cell: 718-***-**** client service representative - northern trust

Lukerussell12@gmail. July 2013- July 2014

com During my tenure at Northern Trust I was appointed as a

client-facing representative on behalf of my team to act

as a primary point of contact for investment managers and

their clients for all custody related matters, including

trade, cash, FX, income, corporate actions and tax.

Primary Responsibilities:

Perform daily monitoring of client accounts, focusing on

trade and FX activity and investigation of potential

overdrawn positions.

Oversee, analyze and resolve various operational issues

and client queries.

Coordinate regular service reviews with investment

managers on behalf of custody.

Perform trend analysis for investment managers and

internal operations.

Ensuring a risk-assessed environment that facilitates

accurate and timely processing of custody transactions

subject to strict controls and oversight.

Offer support and mentoring to fellow team members.

Income analyst (internship) - citibank

January 2012 - September 2012

I was employed on an internship programme with the UK and

Ireland Dividends team in Citi's Irish branch in Dublin.

Here I was given the opportunity to develop my teamwork

skills while also working on my own initiative on a daily

basis.

Primary Responsibilities:

Identified & confirmed the announcement of dividend &

interest payments in global window markets using various

system feeds.?

Reconciled client positions, ensured payments were

released by event deadline and that sufficient funds have

been received from paying agent.?

Received client swift elections and rejected those where

they didn't meet restriction criteria as set by UK

registrars.?

Reconciled and matched timely cash positions and

escalated where required. ?

Identified & confirmed the announcement of dividend &

interest payments in global window markets using various

system feeds.?

Regularly contacted UK registrars to obtain key data such

as restriction information, dividend rates and all event

deadlines.

Education

September 2009 - june 2013: university of limerick

Bachelor of Business Studies (Hons.) - Economics and

Finance Major, Law Minor

Personal interests

My leadership qualities have stemmed from my sporting

background, as I have played competitive sport since an

early age and represented and captained my school at

senior level in rugby. I have also played Provincial

rugby with Munster schools and recently played

semi-professional rugby in Ireland. It is during these

years that I learned the importance of both teamwork and

the ability to perform as a leader.

Skills summary

Microsoft office, Microsoft Access, Lotus notes, Outlook,

Institutional Investor Passport (IIP), NCS payment

software, Secore/ Recon reconciliation systems,

Fundmaster, Swift.

Contact this candidate