Melisa Tovar Medina
Matraville,Australia
Summary
Former first line manager on Custody activity in financial services. Enjoy being part of a team and collaborate with internal and external stakeholders. Multilingual: Spanish, French and English offering solid comprehension of cultural diversity, with developed aptitude for teamwork and adaptability. Currently coordinating French international mobility program in Australia
Strengths include designing comprehensive interns orientation sessions, follow up,.
Effectively increased program participation by maintaing loyalty experience within the various industries using and the mobility program.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Internship Coordinator & Executive Assistant
Business France Australia
Sydney, NSW
01.2024 - Current
- Participated in frequent communication with other administrative team members, human resources and finance department on special projects and events.
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Managed daily invoices, reports and proposals.
- Coordinated meeting and work schedules for staff teams and executives.
- Monitored inventory levels of office supplies and placed orders when necessary.
- Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
- Performed data entry tasks into various software programs including MS Excel spreadsheets.
- Directed activities of admissions, registration and career services departments.
- Provided assistance to faculty by teaching classes, conducting orientation meetings and scheduling events.
- Boosted registrations by improving promotional, outreach, and parent engagement strategies.
- Organized program development events emphasizing individual donor and corporate cultivation.
- Created and maintained an online database for tracking internship applications and placements.
- Responded promptly to inquiries from current or prospective interns.
Custody Client Operations
JP Morgan Chase Sydney
Sydney
03.2023 - 06.2023
- Migration of the department’ standard operational procedures to the global platform.
- Support in claiming and applying funds into client’s accounts as per client instructions and queries.
- Complex Assets
- Collateral postings and follow up of reconciliations.
- Assisting in Standard Operational Procedures and documentation organization.
- Corporate and Investment Banking, Securities Services Operations Re Entry Program
Transversal Project team for Custody and TA unit
State Street Bank Paris
Paris
09.2016 - 01.2017
- Joined internal Project team within the Custody unit, worked mainly on the review and update of Custody and Depository document for submission to the AMF (French Financial Authority) containing the program of the activity, methods and procedures.
First Line Manager Custody
State Street Bank Paris
Paris
01.2010 - 09.2016
- Supervision of the team activity by monitoring and validating transaction queues, check lists, for eyes review, sign off and review of operational SOPs.
- Participated in regular meetings with middle office and fund accounting departments in order to follow up shared activity, preparing in species transfers, reviewing breaks.
- Close collaboration with group internal teams: Fund Accounting, Transfer Agent, Client Service in BAU as well throughout specific projects, such as inception of new clients, funds opening and closure, account opening and transfers.
- Monitoring client queries received and logged to Custody team by end of day review ensuring responses were sent in a timely manner, queries followed up until closure, review of weekly query statistics.
- Teamwork with control and risk business teams to set up new controls and control procedures to meet regulatory frame within Custody activity and operational risks.
- Oversight of the Custody activities offshore: organizing the transfer of new tasks, signoff of SOPs and checklist; review of KPIs and holding weekly follow up calls with the team in India.
- Review of global markets updates and follow up with the team on the applicability on funds held at Custody.
- Joined group global initiatives with other sites through participating in calls to review specific processes or topics.
- Follow up with internal and external auditors during periodical audits, as well as and set up of new controls following their results.
- Review of Business Continuity Procedures and ensuring testing by the team.
- Ensuring Custody activity reports were disseminated to the relevant teams.
- As manager, year and midyear objective set in the group system, one to one’s objectives as well as personal professional path interviews for each team member.
Custody – Back-office agent processor
State Street Bank Paris
Paris
06.2006 - 01.2010
- Reception, processing and follow up of cash instructions from client.
- Follow up of DVP /FOP transactions settlement, Corporate Actions, Cash transactions, FXs, tax reclaims, etc., and ensuring all transactions were integrated on clients’ accounts.
- Reconciliation of stock and cash positions with Fund accounting and middle office, posting any missing activity on custody systems and working on the resolution of any breaks.
- Resolution of client queries.
Internship at middle office
State Street Global Advisors Paris
Paris
05.2005 - 06.2006
- Update of stock positions following Corporate Actions.
- Update of cash file positions on funds in the middle office system.
- Resolution of breaks between middle Office and Custody.
Education
Master Degree - Applied Foreign Language Business and Trade
UNIVERSITY PARIS III SORBONNE NOUVELLE
Paris, France01.2006
Bachelor Degree - Applied Foreign Language
UNIVERSITY PARIS III SORBONNE NOUVELLE
Paris, France01.2005
Associate Degree - Applied Foreign Language, Literature and Civilization
UNIVERSITY PARIS III SORBONNE NOUVELLE
Paris, France01.2004
Associate Degree - French Literature
UNIVERSITY PARIS I PANTHEON SORBONNE
Paris, France01.2001
Skills
- Analytical thinking
- Attention to detail
- Observation reports
- Database management
- Client communication
- Teambuilding Attention to detail
Certification
- December 2016: AMF Professional Certification for market actors (France).
- July 2017: Floristry certification at The School of Florists of Paris.
- Aug - Dec 2020: Didactic Initiation of Spanish as Foreign Language Module I – Cervantes Institute, Sydney.
- February – April 2021: Didactic Initiation of Spanish as Foreign Language Module II - Cervantes Institute, Sydney.
Volunteer Experience
Sydney Accueil Non-profit French Association, Sydney, Australia, 2020-06, 2023-06, In charge of organizing monthly gatherings for members and participating with the rest of the team organizing other events to help connect, integrate and settle the French community in Sydney.
QUALIFICATIONS
Microsoft office: Word, Excel, Power Point, Outlook.
Languages
English
Full Professional
French
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Internship Coordinator & Executive Assistant
Business France Australia
01.2024 - Current
Custody Client Operations
JP Morgan Chase Sydney
03.2023 - 06.2023
Transversal Project team for Custody and TA unit
State Street Bank Paris
09.2016 - 01.2017
First Line Manager Custody
State Street Bank Paris
01.2010 - 09.2016
Custody – Back-office agent processor
State Street Bank Paris
06.2006 - 01.2010
Internship at middle office
State Street Global Advisors Paris
05.2005 - 06.2006
Master Degree - Applied Foreign Language Business and Trade
UNIVERSITY PARIS III SORBONNE NOUVELLE
Bachelor Degree - Applied Foreign Language
UNIVERSITY PARIS III SORBONNE NOUVELLE
Associate Degree - Applied Foreign Language, Literature and Civilization
UNIVERSITY PARIS III SORBONNE NOUVELLE
Associate Degree - French Literature
UNIVERSITY PARIS I PANTHEON SORBONNE
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