Asset Servicing Senior Analyst
Core
Process corporate action and proxy events, reconcile positions, and execute client votes for securities.
Role type
Senior Analyst (trainee professional level)
Builds
Corporate action processing and client voting services
Domain
Financial Services / Securities Services
Required skills
Reconciliation, Corporate Action processing, Proxy event management, Client vote execution, Risk assessment, Compliance adherence, Process improvement, MS Office proficiency
Preferred skills
Equity securities knowledge, Fixed Income knowledge, Asset Backed securities knowledge, MS Access proficiency
Technologies
MS Office (Excel, Word, Access)
Responsibilities
Manage reconciling and processing positions related to Corporate Action events, Review and process Corporate Action/Proxy events, Liaise with units regarding client impacts, Pro-actively reconcile instructions versus eligible holders, Research and resolve discrepancies, Review and update processes and procedures, Identify and report gaps or system enhancements, Participate in testing and implementations, Escalate issues to management, Assess risk and ensure compliance with laws and regulations
Seniority
Junior, hands-on IC