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Tier-1 brand, metro location, mid-level generalist title and skills attract many qualified applicants.
Role requires domain-specific securities and corporate-actions expertise, limiting cross-industry transferability.
Explicit 24+ months requirement plus securities/process expertise and shift flexibility increases shortlisting filters moderately.
Manage processing and reconciliation of corporate action events for various investment products including equities and fixed income.
Ensure accuracy, timeliness, and compliance in client deliverables and secondary approval activities, while adhering to regulatory and internal policies.
Resolve complex queries, oversee process adherence, and support team members to meet operational deadlines and service levels.
Bachelor’s degree (Accounting emphasis preferred); Master’s degree is a plus.
At least 24+ months’ experience as an Analyst plus 12+ months as Analyst II in similar role.
Good understanding of investment instruments including equities, bonds, repos, and tax products.
Must be flexible to work in shifts and extended hours.
Experienced with security services industry and processing of complex corporate actions and financial instruments.
Strong analytical skills with a demonstrated ability to manage escalations and operational risk effectively.
Capable of training others, process ownership, and improving operational efficiencies within a collaborative environment.