Ryan Tang
Team: Mutual Funds Operations - B2C Operations(T&O)
Supervisor: Grace Singh, Senior Manager II T&O
Position: Mutual Funds Analyst
Department Overview:
- Group of workers who process/report accounts until the required funds are achieved.
- Purchasing Fund Companies per Clients/Investment Advisor's Request
- Reporting suspicious accounts and issues then correcting them.
- Present Fund companies to clients interested in investing
- Mutual Fund Organizers
My Responsibilities:
- IA Rep Codes
- Contacting Employees for Missing information.
- Completing Assigned work on time
- Organizing documents
- Saving E-mails for required Audits
My Daily Tasks:
- Send status updates to Team by E-mail
- Save Fund company emails to Team Hard drive.
- Send out E-mails regarding IA Code Information.
- Sending Follow up E-mails
- Checking in with Co workers to see how I can be helpful.
Tips For this Program:
Be extremely Respectful to "Co-workers" and know where you stand.
Learn and be familiar with the basics or Microsoft Suite.
Attend Social gathering to network and get to know your team on a personal level.
Treat it as a real job since it very well could be.
Ask and explore your options for your future career.
If you have any questions regarding the program experience contact me by