Analyst, Corporate Actions Job Description

Analyst, Corporate Actions Job Description

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Analyst, corporate actions provides basic in-house training in MS Office applications used within the Association (Word, Excel, Outlook, PowerPoint) regarding Office 365 products to our agency customers.

Analyst, Corporate Actions Duties & Responsibilities

To write an effective analyst, corporate actions job description, begin by listing detailed duties, responsibilities and expectations. We have included analyst, corporate actions job description templates that you can modify and use.

Sample responsibilities for this position include:

Market research using third party vendors such as Bloomberg, IDC, IR
Develop metric reporting and manage process
Assisting regional team members during peak work periods
A relevant tertiary qualification in Finance or Securities
Equity product knowledge across at least 1 market and experience with stock borrowing/lending
Ability to work under pressure and meet tight deadlines with excellent level of attention to detail
Ability to communicate effectively and efficiently with clients and other stakeholders
Process the full life cycle of Corporate Action events for the Investment Bank Division
Ensure the positions within the events are in line with the various market entitlement rules and ensure that all elections are passed on in a timely manner, and all bookings are accurate
Ownership of all payables and receivable items related to the Corporate Action events, and has a client money responsibility

Analyst, Corporate Actions Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Analyst, Corporate Actions

List any licenses or certifications required by the position: IAQ, IOC, NCFM, SII/CISI, IAQ/IOC, AMFI

Education for Analyst, Corporate Actions

Typically a job would require a certain level of education.

Employers hiring for the analyst, corporate actions job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Financial Services, Management, Interpretation, Guidance, Finance, Accounting, Communication, Writing

Skills for Analyst, Corporate Actions

Desired skills for analyst, corporate actions include:

Access and Outlook
Excel
Microsoft Office applications
MS Office applications especially MS Word and MS Excel
Bloomberg
DTC
DTCC
Database design
Global One
Infrastructure

Desired experience for analyst, corporate actions includes:

Will need to be motivated, show creativity and exceptional problem-solving skills
A Bachelor’s degree is required or an equivalent combination of education, training and experience that would provide the knowledge, skills and ability required
Provide input into department projects, system updates and testing
A Bachelor's degree in Finance, Economics, Mathematics, or a related field is required or an equivalent combination of education, training and experience that would provide the knowledge, skills and ability required
CFA or CPA designation (or progress toward) is required or an equivalent combination of education, training and experience that would provide the knowledge, skills and ability required
Gathering requirements, process modelling and data analysis

Analyst, Corporate Actions Examples

1

Analyst, Corporate Actions Job Description

Job Description Example
Our growing company is looking to fill the role of analyst, corporate actions. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for analyst, corporate actions
  • Ensuring appropriate escalation to management and/or Compliance as soon as an issue is identified
  • Preparation of Management reports and Departmental initiatives, and interfacing with the different teams and the various Asset Servicing locations to ensure timely and accurate processing of all activities on a daily basis within the given timelines
  • Interacting with external agents
  • Monitor and process issues via the Investment Management corporate action system
  • Collate instructions for voluntary issues, for onward transmission to the custodians
  • Ensuring all reconciliation breaks are investigated and resolved in a timely manner
  • Providing CA expertise to traders
  • Partner with other operational groups Account Transfers, Custody, Margins, Cost Basis, Tax Reporting to ensure consistency and understanding for downstream/upstream effect
  • Recognizes issues, problems, or opportunities and determines whether action is needed
  • Interacting with internal and external clients, teammates, on the telephone, in written correspondence and in person in a professional and accurate manner
Qualifications for analyst, corporate actions
  • Candidate should be proficient in front to back processing of corporate actions, be able to risk manage events and process the event from event capture to final reconciliation
  • Control - exhibits an appreciation of the risk impact of actions undertaken
  • Question-minded
  • Sense of perspective/realistic
  • Opportunity for further academic training – including NVQ, IOC, Degree, Masters (soft skills)
  • Ability to multi-task under pressure to meet tight deadlines
2

Analyst, Corporate Actions Job Description

Job Description Example
Our innovative and growing company is hiring for an analyst, corporate actions. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, corporate actions
  • Work with cross-functional teams developing business and systems requirements, user interface design, data modeling, systems designs and systems interface specifications
  • Support business and technology team partners as a project subject matter expert
  • Acquire and constantly increase industry knowledge and subject matter expertise
  • Provide analysis and troubleshooting for production issues as needed
  • Play a role of a Scrum Master to help the team in sprint planning, execution and review, run daily scrums and manage JIRA
  • Maintain and analyze product backlog, change controls and removes any impediments that obstruct a team's pursuit of its sprint goals
  • Partner with peers in other organizations and with trade/industry associates through industry training and sub-committees
  • Assist staff in solving problems and incorporating new processes to mitigate risks
  • To ensure smooth running of Team’s daily tasks and activities
  • To resolve or escalate issues that the team encountered, and ensure clients’ enquires are handled in a timely and professional manner
Qualifications for analyst, corporate actions
  • Working knowledge of office equipment (printers, copiers, faxes, multi-line phones)
  • A College or University degree and/or some relevant work experience is preferred --prior experience in banking and/or legal areas is helpful in lieu of the corporate actions experience
  • Under general supervision, the Senior Analyst is responsible for processing all forms of corporate events and assisting with verification of corporate action processing
  • Ensuring all corporate actions are verified to multiple sources and processed in the Corporate Action system
  • Completion of key daily ad-hoc tasks those denoted on Task Management Tool
  • Diploma/Degree holder with minimum 2 years relevant working experience in Corporate Actions
3

Analyst, Corporate Actions Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of analyst, corporate actions. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for analyst, corporate actions
  • Communication with relevant departments for resolution of data inconsistencies
  • Developing expertise and market knowledge on European markets
  • Delivery against productivity, accuracy and timeliness targets
  • Supporting specific projects and database testing, as assigned by manager
  • Professional trainings and career development opportunities
  • Multinational and dynamic work environment of over 1200 employees on site
  • Ability to cultivate your hobbies in various work streams (Squash League, Basketball and Volleyball teams, Running and Cycling teams, Learning Languages group, Yoga classes, and many others)
  • Attractive benefits package (private healthcare, Multisport card, life insurance, retirement plan, 2 days off for volunteering activities)
  • Team engagement events
  • Friendly atmosphere and flexibility
Qualifications for analyst, corporate actions
  • A proven track record of success in working with dynamic technology focused project teams
  • Ability to data-mine and troubleshoot issues
  • Familiarity with SWIFT messaging structure a plus
  • Ability to understand technical concept/problems and clearly translate in laymen's terms when communicating with customers
  • Ability to independently problem solve and diagnose system issues and propose/document solutions
  • Comfortable in a fast-paced and dynamic working environment
4

Analyst, Corporate Actions Job Description

Job Description Example
Our company is looking for an analyst, corporate actions. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for analyst, corporate actions
  • Contact stock exchanges, companies and/or other sources to assure the reliability of information
  • Communicate with relevant departments for resolution of data inconsistencies
  • Develop expertise and market knowledge on European markets
  • Deliver against productivity, accuracy and timeliness targets
  • Support specific projects and database testing, as assigned by manager
  • Process and deliver all foreign / Singapore dividend disbursement within the SLA
  • Monitor and execute all voluntary / mandatory corporate action events for all markets
  • Execute Proxy forms according to client’s instruction
  • Attend to phone and email queries, and conduct investigation to resolve issues
  • TR/Remisiers/Contact Centre related to Corporate Action/Custodian
Qualifications for analyst, corporate actions
  • Must be a "self-starter" who identifies, resolves and reports on issues in a timely and effective manner
  • Provide tactical and strategic support to Senior Management up to and including the Steering Group level
  • Good presentation skills, especially in a workshop and/or POC situation
  • Demonstrate a constructive approach when problem solving and working through internal and external issues
  • Good corporate action processing knowledge required, ideally gained from an Investment banking or Asset Management background or corporate actions software provider
  • A self- motivated, pro-active team player with a proven track record
5

Analyst, Corporate Actions Job Description

Job Description Example
Our growing company is looking to fill the role of analyst, corporate actions. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for analyst, corporate actions
  • Propose new programming solutions for automation of current tasks create new programs for adhoc requests
  • Assist staff with technical issues on Mainframe or with Microsoft Applications
  • Uses and maintains basic mainframe macros for data processing
  • Proficient in Visual Studio applications including Visual Basic
  • Provides user acceptance test (UAT) support for system enhancements
  • Liaison with Computershare Technology Systems (CTS) for new development or resolution of any current system issues
  • Develops and maintains project plans as required to support activities
  • Participate in meetings with manager and various CTS resources to discuss on-going efforts and initiatives
  • Lead meetings with business unit resources and Projects & Events Team to coordinate current activities
  • Provide written status of completed tasks, current tasks, issues, and upcoming events
Qualifications for analyst, corporate actions
  • Corporate Actions operational expertise is required plus experience of using ISO15022 SWIFT MT564/5/6/7/8 messages ideally in an automated environment
  • 5+ years of strong systems analysis experience in financial services/corporate actions
  • Remain abreast of relevant industry initiatives/developments in the area of EMEA Corporate Actions processing and to consider these initiatives as part of any change management programmes/projects
  • 3+ years of Corporate Actions experience is required
  • At least 3 years of working experience in Corporate Actions
  • Willingness to work on public holidays is a must

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