Corporate Actions Analyst
Job Description
Overview
The Analyst completes the analysis and posting of corporate action events as well as the coordination of voluntary corporate action responses in a timely and accurate manner, under proper supervision.
Key Duties
- Provide Investment personnel voluntary corporate actions responses to specific custodians or other interested parties in a timely and accurate manner.
- Collect, compile, analyze and verify corporate action information from multiple information and data source.
- Record corporate actions in applicable systems, including appropriate self-review of information recorded.
- Maintain documentation and support for all corporate action information.
- Answer queries from internal clients, external auditors, Investment personnel and other business units.
- Complete special projects as required.
- Contribute to the improvement of the daily group process.
- Strive to gain knowledge of all corporate action event types and their impacts to the Investment Books of Records (IBOR) and Accounting Books of Records (ABOR).
- Assist internal clients and other corporate action teams around the world in the resolution of any corporate action issues, questions or concerns.
- Additional responsibilities include working on a variety of projects and assignments related to the Investment Operations department.
Meet Your Recruiter
Brigid Lipps
Recruiting Manager
Brigid is the Recruiting Manager for Corps Team and has been with the company for 13 years. She is a PHR, SHRM-CP, and HR Generalist certified professional with over 20 years of Recruiting and HR experience. She is driven to make a difference in the lives of candidates and clients by connecting great talent with great companies.
Brigid leads a team that recruits nationally across various industries and for positions in Human Resources, Accounting & Finance, Sales & Marketing, Administration, Management, and more. She received her Bachelor’s degree from Mount St. Joseph University and stays up to date on recruiting trends through continuous education from her certifications.