Description

You will act as a subject matter expert for Corporate Actions across Equity and Fixed Income products.

Manage the timeliness and quality of corporate action announcements, including mandatory, voluntary, income processing, class actions, and proxy voting. Execute reconciliation and resolve residual differences to ensure accurate bookkeeping entries for entitled holders. Perform risk analysis, mitigation, and process documentation to improve operational workflows. Compile and distribute management and regulatory reports. Provide case management and phone support to Financial Advisors and operational counterparts.

Responsibilities

• Manage corporate action announcements for Equity and Fixed Income products.
• Execute reconciliation and resolve residual differences for accurate bookkeeping.
• Perform risk analysis and document process improvements.
• Compile and distribute management and regulatory reports.
• Provide case management and phone support to Financial Advisors.

Required Skills

• 5+ years of relevant experience in corporate actions or asset servicing.
• Strong written and oral communication skills for professional correspondence.
• Proven ability in data integrity and validation to identify anomalies.
• Exceptional client service skills using desktop, telephone, and video technologies.
• Critical thinking skills with the ability to identify problems and establish solutions.
• Ability to work independently and as part of a team.

Preferred Skills

• Working knowledge of basic financial principles.
• Analytical skills with an understanding of system dependencies and downstream financial impact.

Key Skills

Education

Any Graduate