- Selecting and analyzing the most important information for the client from stock exchanges and data providers in order to collect the required data, - Convert data to a standard format and update the database quickly and accurately, meeting short deadlines, - Searched for fund information on Fundscquare.net, ANNA Service Bureau and others, - Cooperation with specialists from the IT department in creating and coordinating a program to shorten the time of preparing KIID based on Prospectus, - Worked on corporate actions: liquidations, mergers, name changes, dividends, openings of new accounts, general meetings, etc.

- Preparation of detailed reports and conducting of meetings with clients, focusing on the Double Taxation process and market-specific requirements. Handling complex cases, escalations, and direct cooperation with clients, sub-custodians, and Tax Authorities. - Collaboration with clients in the preparation of Tax Forms and supporting documents, submission to Tax Authorities, and coordination with Tax Authorities for tax refunds. - In-depth knowledge and adaptability to tax regulations across global markets, proactively monitoring changes and updating procedures to ensure compliance. - Contribution to the development of a new product related to Xceptor, involving the creation of a Business Requirements Document (BRD). Prepared and executed over 200 test scenarios in qTest, resulting in the successful implementation of an efficient product that streamlined team workflow and minimized manual work. - Training and mentoring of new team members to foster a collaborative and growth-oriented environment. - Fulfilling the role of security coordinator for the Corporate Action & Tax department, including access requests, collaboration with the security team to ensure appropriate access, and coordination of quarterly/yearly Department's Attestations for product access alignment with employee roles. - Consistently met and exceeded team KPIs and SLAs by prioritising tasks efficiently and maintaining high accuracy and timeliness across all client deliverables.

- Supporting the operational department by administering the database - Assisting in the preparation of Board meetings - Assisting in the preparation and distribution of investor notice of General Meetings - Assisting in drafting of circular/written resolutions of the Board/shareholders and ensure proper execution - Assisting in the maintenance of accurate company records, files and statutory documents - Handling and processing invoices

Professional Certificate in International Investment Fund Services

The Institute of Bankers, Ireland

2021

The European Banking & Financial Services Training Association, Brussels

Triple E European Foundation Certificate in Banking

2024