Corps Team
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Caren Cohen
Corporate Actions Analyst
Posted: 05/01/2024
2024-05-01
2024-06-29
Employment Type:
Contract
Industry: Financial Services
Job Number: 16989
Field of Expertise: Accounting & Finance
Remote Friendly: Hybrid Work Schedule
Job Description
Our client, a leading independent investment management firm, is seeking an experienced Corporate Actions Analyst for a 12+ month contract in Houston, TX. This position is hybrid with 3 days on site, and 2 days remote.
Under immediate supervision, Analyst must complete the analysis and posting of corporate action events as well as the coordination of voluntary corporate action responses in a timely and accurate manner. Analyst must 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). The Analyst must be able to 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.
KEY RESPONSIBILITIES / DUTIES:
Under immediate supervision, Analyst must complete the analysis and posting of corporate action events as well as the coordination of voluntary corporate action responses in a timely and accurate manner. Analyst must 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). The Analyst must be able to 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.
KEY RESPONSIBILITIES / 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 sources
- 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.
Meet Your Recruiter
Caren Cohen
Recruiting Consultant
Caren joined Corps Team in 2021. Caren has over 20 years’ experience in advertising, public relations and customer care.
A graduate of the University of Georgia, Caren is a loyal Bulldogs fan and enjoys attending games with her husband Reece and two children, Jackson 20 and Dylan 17. She is dedicated to finding the right person for the position and is thrilled when she finds the ‘perfect fit’ for her clients. She is excited to be connecting amazing candidates with amazing companies.
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