Corporate Actions Operations Analyst

Job Description

Copilot said:

The Operations Analyst will manage daily corporate action events across fixed income products, overseeing the full lifecycle of events from announcement through settlement. This individual will handle both mandatory and voluntary corporate actions, support proxy voting submissions and shareholder reporting processes, and monitor complex events such as bankruptcies, liquidations, defaults, conversions, calls, maturities, and other reorganizations. They will partner closely with front office, operations, custody, and client teams on a global scale to ensure accurate processing and timely execution. Responsibilities also include managing event exceptions, settlement fails, and risk-related issues, reviewing and validating event details and entitlements, driving operational efficiency through process improvement initiatives, and providing white-glove support to both internal and external stakeholders.

Skills and Requirements

• 3-5+ years of Corporate Actions experience

• Proxy voting experience

• Reorganization (Reorg) event processing experience

• Corporate Actions lifecycle knowledge

• Experience processing mandatory and voluntary events

• Asset Servicing background

• Knowledge of DTC and/or Euroclear

• Strong operations and risk/control mindset

• Experience supporting institutional securities or capital markets businesses Strong Excel skills and reconciliation experience

• Fixed Income Corporate Actions experience

• Bankruptcy and liquidation event processing

• Consent solicitations

• Conversions and tender offers

• International market corporate actions exposure

• VBA, Access, or reporting automation experience

• Experience supporting broker-dealers or investment banks Process improvement/project experience

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].