Description

You will support the lifecycle of securities class action matters by translating business rules into technical requirements for calculation modules.

Responsibilities

• Define data requirements and business rules for Plan of Allocation applications.
• Develop technical specifications, requirements, and test claims documentation for calculation modules.
• Analyze data using SQL Server and Oracle to ensure compliance with settlement requirements.
• Audit top claims, duplicates, and price per share outliers during final case reviews.
• Create standard queries to extract specific components from transactional submissions and Plan of Allocation data.
• Communicate with clients, brokers, and nominees to resolve issues regarding loss recognition and eligibility.

Required Skills

• 2+ years of experience as a Business Analyst, Data Analyst, or Process Specialist.
• Proficiency in MS Office tools, specifically Excel.
• Experience working with relational databases such as SQL Server and Oracle.
• Degree in finance or accounting.
• Prior experience at a financial institution.
• Knowledge of securities.
• Ability to capture and decompose business functional requirements.
• Strong verbal and written English communication skills.

Preferred Skills

• Prior experience with class action matters.

Key Skills

Education

Any Graduate