Hi, I’m
Karnika Smith
Halifax,NS
Summary
Dependable professional with extensive experience supporting executive level management . Respected for organizational and interpersonal aptitudes, implementation of strategic initiatives, special project management and results-focused interactions across organization. Strategic in implementing and monitoring progress of important initiatives and actions plans.
Overview
14
years of professional experience
Work History
Deutche Bank
Assistant Vice President
04.2023 - 03.2024
Job overview
- Established a high-performance culture within the team by setting clear expectations and providing regular feedback on individual performance contributions.
- Collaborated closely with executive leadership to align department goals with overall company objectives, resulting in stronger organizational cohesion.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
- Process deals with complex manual tasks, which required managers attention to authorize and approve payments on a daily basis and closely monitor the same
- Daily interactions with external parties like Portfolio Managers , Brokers, Investment and money managers, fund Admins, clearing agents, Transfer agent companies to gather various information's about trade instructions, Money movements and Fund Transfers
- Established and directed successful programs focused on optimizing the productivity .
- Assisted in recruiting, hiring and training of team members.
- Reported issues to higher management with great detail.
Statestreet Corp Pvt Ltd
Client Service Manager
06.2017 - 04.2023
Job overview
- Achieved high staff morale and retention through effective communication, prompt problem resolution, proactive supervisory practices and facilitation of proactive work environment.
- Interacted with clients on regular basis to quickly alleviate issues and provide project updates.
- Kept stakeholders up-to-date on details pertaining to client projects.
- Encouraged creative thinking, problem solving, and empowerment as part of facility management group to improve morale and teamwork.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Developed new employees and on-going performance assessment of current employees.
- Review the escalations from various stakeholders for settlements of trades, cash payments and receipts, reconciliation
- Ensure team is achieving accuracy and meeting pre-determined targets.
Ernst Young
Client Servicing Tax Team Lead
01.2017 - 06.2017
Job overview
- Weekly follow up with country teams on progress of tax return status/follow up and escalation
- Provide Dashboard report to Global Coordination team with Tax Return and Tax Equalization status – with additional comments of follow up details and response provided by country teams
- Bi weekly reconciliation of Tax Return and TEQ payment database to see if country teams have uploaded all TEQs and applicable tax payment vouchers to the client system and follow up with country teams for missing data
- Weekly call with Global Coordination team – provide compliance status , track call notes update them in the client application and share with team
- Assignment Initiation notification – coordinate with country teams on briefings (ensure it takes place on time, request briefing checklist once briefing complete)
Aviva Investors- WNS
Senior Analyst
03.2013 - 11.2016
Job overview
- Reviewing reconciliation between the accounting system for Aviva and the Bank (Hiport)
- Reviewing cash reconciliation for around 400 equity and fixed income portfolios on a day to day basis.
- Publishing Cash on a day to day basis for the fund managers to invest.
- Supporting the Fund Manager Support team for the cash balances queries.
- Validating the interest rates from Bloomberg and euro-clear with our internal application.
- Contacting the Transfer Agency for the subscriptions and redemptions related discrepancies.
- Preparation of MIS for reporting the exceptions to the higher management.
- Liaising with the Cash management, trade capture, trade confirmations team, internal team for the resolution of the exceptions.
JP Morgan Pvt Services Limited
Senior Team Member
06.2010 - 02.2013
Job overview
- Reconciling of around 500 funds and 5 portfolios on a daily basis for Edin/Lux and Sydney Region.
- Booking of daily margin movements for futures and options, collaterals, interest, charges, paydowns, sec lending, corporate action events on the accounting system WINS and trades on Hiport.
- Ensuring breaks greater than 0.05 basis points which has material impact on the fund are reconciled before the signoff to the NAV team.
- Reconciling/Coding/Investigating all the breaks and matching on TLM.
- Instructing Income to capital transfers through the trustees to clear the outstanding breaks on TLM.
- Preparing one of the critical MIS report across all the regions which is sent globally on a weekly basis (Global KPI).
Education
Manipal University
Executive MBA from Finance
Manipal University
Bachelors of Business Management from E-banking And Finance
Skills
- Client Relationship Building
- Client Services
- Exceptional communication
- Training and mentoring
- Time Management
- Decision-Making
- Team Building and Leadership
- Audit Support
- Cross-Functional Teamwork
- Report Generation
- Adherence to high customer service standards
- Relationship Building
Languages
English
Full Professional
Hindi
Native or Bilingual
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Assistant Vice President
Deutche Bank
04.2023 - 03.2024
Client Service Manager
Statestreet Corp Pvt Ltd
06.2017 - 04.2023
Client Servicing Tax Team Lead
Ernst Young
01.2017 - 06.2017
Senior Analyst
Aviva Investors- WNS
03.2013 - 11.2016
Senior Team Member
JP Morgan Pvt Services Limited
06.2010 - 02.2013
Manipal University
Executive MBA from Finance
Manipal University
Bachelors of Business Management from E-banking And Finance
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