Corporate Actions Analyst
Core
Manage and process global corporate events to ensure investment intent is accurately reflected in client portfolios.
Role type
Corporate Actions Analyst
Builds
Global corporate action data integrity and client entitlement accuracy
Domain
Global capital markets / Investment Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Global corporate action lifecycle knowledge, Portfolio accounting, Derivatives processing, Vendor product operation, Market offering document interpretation, Process improvement, Issue resolution
Preferred skills
Tax withholding knowledge, Market practice alignment
Responsibilities
Develop and improve workflows with service providers and custodians, Execute daily processing and validation procedures, Research and resolve in-conflict action details, Identify and implement process improvements, Represent Corporate Actions at interdepartmental meetings
Seniority
Mid-level, hands-on IC