Tapan Mandal
Team Lead @Ameriprise Financial Services, LLC
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WORK HISTORY
Team Lead @Ameriprise Financial Services, LLC
Gurugram, IN
Lead and oversee the end-to-end processing and validation of corporate action events (dividends, mergers, rights issues, stock splits, etc.) for global equity markets, ensuring accuracy, timeliness, and adherence to SLA/quality standards. • Analyze and interpret corporate action announcements using Bloomberg terminals and Security Master databases to ensure accurate and timely updates. • Manage end -to-end corporate action workflows through BlackRock and CAM (Corporate Action Management) systems, ensuring high -quality data delivery for NAV calculations and client reporting. • Develop a comprehensive understanding of data feeds from market data providers like Bloomberg, IDC, and DTCC. • Coordinate communication of elections with fund managers, portfolio managers, and sub -advisors to ensure timely instruction to custodian banks. • Reconcile high-volume assets exception breaks and cash breaks. • Mentor and support team members, providing training, performance feedback, and fostering a collaborative environment to improve overall team productivity and expertise. • Contribute to process optimization by identifying inefficiencies in corporate action data workflows and implementing solutions to enhance data reliability and scalability.
EDUCATION
EnglishScore
certification, English Language and Literature, General
NMIMS CDOE
Pgdm
SATYUG DARSHAN INSTITUTE OF ENGINEERING AND TECHNOLOGY
Bachelor of Business Administration - BBA, Finance and Financial Management Services
K.G.S.B.V. chirag enclave
higher secondary, Business/Commerce, General
ABOUT TAPAN MANDAL
corporate action manager
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