Class Actions & Proxy Analyst
Core
Support Investment Management Activities in Securities, Proxy Administration, and Class Actions by monitoring events, managing workflows, and ensuring accurate voting reports.
Role type
Middle-office analyst (proxy voting and class actions)
Builds
Monthly/quarterly voting reports, trial balances, case certifications, and POOF Generation for Buy/Sell side
Domain
Financial services / Capital Markets / Legal & Regulatory Compliance
Deliverable
Dashboards & analysis
Required skills
Financial analysis, Reporting, Legal/regulatory landscape knowledge, Process management, Quality control, Data verification
Preferred skills
Corporate Actions knowledge, Client inquiry resolution, Process improvement initiatives
Technologies
Microsoft Excel
Responsibilities
QC checking onshore PMG activities for Class Actions, Verify proxy voting accuracy against third-party research, Manage daily workflow for class actions and proxy responsibilities, Process training for new joiners, Daily reporting on unvoted proxy meetings
Seniority
Junior to Mid-level, hands-on IC