SOUMIK BODHAK
Warsaw
Summary
A confident and teamwork-oriented person working as an Supervisor at Citibank Global Custody Tax team, with some previous experiences in Fund Distributions, Annual Management Charge Rebates and Fund Accounting.
Day to day work consists of managing subordinates, communicating Tax Authorities, lodging Tax reclaims for clients from United Kingdom, Ireland and Spain and close communication with other Tax teams of different sub-custodian Banks and providing the relevant Tax vouchers.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
6
years of professional experience
Work History
Asset Servicing Supervisor
Citibank Europe PLC
Warsaw, Poland
03.2021 - Current
- Participated 2 process migrations and contribute for process re- engineering and update procedures.
- Supervising small diverse team of 3 people of 2 different nationality.
- Took part in developing people, Took part in Year- End Assessment.
- Performed Interviews as Interviewer in department level.
- Participated in team-building activities to enhance working relationships.
- Worked flexible hours; night, weekend, and holiday shifts.
- Managed on-site evaluations, internal and external KPMG audit.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
- Prepared variety of different written communications, reports and documents to ensure smooth operations- wrote several Procedures.
- Improved operations through consistent hard work and dedication
Asset Servicing Analyst
Citibank Europe PLC
Warsaw, Poland
02.2019 - 02.2021
- Processed Annual Management Charge Rebate.
- Took part in 2 Client onboarding projects.
- Updated Tax table in Citibank Accounting System (Multifonds), Reconciling Tax tables against Custody and Fund Accounting.
- Established Individual Development Plan and participated in Managerial Toolbox Training.
- Nominated 2 times for Citibank Gratitude awards for Process Automation and participation of Client onboarding projects.
- Used coordination and planning skills to achieve results according to schedule
Asset Servicing Senior Specialist
Citibank Europe PLC
Warsaw, Poland
05.2017 - 01.2019
- Processed Estimated and Final Distributions in Citibank Accounting System called Multifonds.
- Process Planning and Improvement and Worked in XCeptor Automatization projects
- Prepared KRI, KPI in Team Level.
- Helped Tax Accounting Team proactively for Reconciling Tax tables and preparing report for 871M and With Holding Taxes
- Nominated for Instant recognition for support in Department level- Outside BAU.
- Carried out day-day-day duties accurately and efficiently.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Identified issues, analyzed information and provided solutions to problems.
- Exceeded goals through effective task prioritization and great work ethic.
Asset Servicing Junior Specialist
Citibank Europe PLC
Warsaw, Poland
02.2016 - 04.2017
- Collected Tax vouchers from Transfer Agents and Fund Managers and making them ready for processing Distributions.
- Prepared Manual template before processing final distribution.
- Established Process Automation which impact FTE directly and reduce risk in process by decreasing Manual touch points.
Summer Intern
Thomson Reuters
Gdynia, Poland
07.2015 - 08.2015
- Supported analysis on Private companies Build Project ( PCB).
- Maintained detailed companies updates in accurate and timely manner onto their internal Thomson Reuters Fundamental (TRF) and DO+ databases using technical and financial knowledge.
- Responsible for assigned companies within assigned market according to my language skills as well as providing cross-market assistance within different language groups.
- Developed expertise in data related issues and building up knowledge of financial regulations and market practices and conventions in relevant markets
Education
M.A - International Business
University of Warsaw
Warsaw12.2016
M.Phil - Oceanographic Studies And Coastal Zone Management
Jadavpur University
Kolkata, India12.2013
M.Sc. - Applied Mathematics
Jadavpur University
Kolkata, India12.2011
Skills
- Microsoft Excel, Word, Powerpoint, Outlook
- Positive Attitude
- Problem Solving and Quick Learner
- Energetic and Proactive
- Team player
- Act as Mentor and Supervisor
- Strong verbal communication
- Process Migration from different Locations
- Client On-boarding
- Process Automation
Accomplishments
- Tax Reclaim process migration from Ireland and Kuala
Lumpur to Warsaw for UK and Ireland Market
(03/2021 - 12/2021)
Kuala Lumpur migration has been signed off already, and Dublin migration is ongoing. I took part in trainings and maintained Training matrices and now passing knowledge to juniors. - Xceptor Automation Projects from Distributions and
Rebates Perspective/ Process Re-engineering
(06/2017 - 12/2020)
Wrote the requirement for Technology Team and test the solution as SME. Rewarded Citi Gratitude Award three times. - Received full scholarship from European Commission
for studying MA at University of Warsaw.
(09/2014 - 07/2016)
Selected as Erasmus student under EMINTE program for 2 years.
Hobbies
Travelling
Social Work
Fish Keeping
Mentoring
Languages
Bengali
Native language
English
Proficient
C2
Hindi
Advanced
C1
Polish
Elementary
A2
Timeline
Asset Servicing Supervisor
Citibank Europe PLC
03.2021 - Current
Asset Servicing Analyst
Citibank Europe PLC
02.2019 - 02.2021
Asset Servicing Senior Specialist
Citibank Europe PLC
05.2017 - 01.2019
Asset Servicing Junior Specialist
Citibank Europe PLC
02.2016 - 04.2017
Summer Intern
Thomson Reuters
07.2015 - 08.2015
M.A - International Business
University of Warsaw
M.Phil - Oceanographic Studies And Coastal Zone Management
Jadavpur University
M.Sc. - Applied Mathematics
Jadavpur University