Sagar Sharma

About Sagar Sharma

Seasoned Financial Services executive with 20 years of experience leading global broker…

Experience

1. Vice President

   Northern Trust

   Apr 2019 — Present · Chicago, IL, US

   Manage the Northern Trust, Hedge Fund Services mandatory and voluntary corporate actions group that provides day-to-day fund admin services to hedge fund clients from a corporate actions perspective.•Ensure the group manages and processes all upcoming corporate actions to ensure accurate reflection of corporate actions and client PnL.•Implemented the daily checklist with a list of tasks/guidelines required to sign-off on each corporate action event.•Refreshed procedures to make them more current.•Through continued trainings and monthly one-on-one sessions, educated the team to take and “ownership” approach towards processing corporate actions by understanding the deal.•Training the CA team on due diligence and industry best practices on how to look up corporate actions information across multiple platforms such as Bloomberg, DTCC, local market exchanges, company investor relations and press releases to ensure accurate bookings thereby enhancing client experience. •Participated on quarterly client calls to improve the relationship and solicit feedback for improvement opportunities.•Led to the significant improvement in client ratings quarter over quarter in the past 18 months to the point of almost no amber ratings from any clients.•Created and implemented corporate actions booking templates to ensure client communication is standard and structured on corporate action processing.•As business SME on the Omnium development and project management team, have been a part of the Agile SCRUM to provide an end-to-end automated voluntary corporate actions solution for a new service offering to some existing and new clients.•As part of the Agile SCRUM team, key business stakeholder over the course of the past 24 months, have participated and contributed to the design and elements of the voluntary corporate actions tool beginning from event capture, notifications, voluntary elections management, positions balancing, instructions submission and break clearance.