Sr Analyst - Corporate Actions
- Ameriprise Financial
- 3 - 5 years
- Noida, Gurugram
- 2 months ago
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Job Description
In this role incumbent will ensure accurate and timely processing of all Corporate Actions across multiple product types for both mandatory and voluntary Corporate Actions. Incumbent will liaise between Portfolio Managers, Trading, Accounting, Operations and external Custodians.
Key Responsibilities
- Research and develop in-depth understanding of terms and conditions of voluntary corporate actions. Coordinate the communication of elections with Portfolio Management and portfolio custodian. Responsible for instructing custodian banks of PMs decision by stated deadlines. Communicate corporate actions to impacted stakeholders.
- Perform mandatory corporate action procedures. Monitor corporate action events and process events in Aladdin and Hi-Portfolio. Research and develop an in-depth understanding of the event.
- Review corporate action transactions and ensures reconciliation with custodians. Manage share restrictions or encumbrances for corporate action related items.
- Act as primary resource for corporate action issues for all departments. Research and respond to business partners inquires related to corporate actions.
- Create and enhance department procedures for processes performed in the team. Continuously identify risks, mitigate these risks and improve efficiencies of work flow streams. Assist with system enhancements as necessary for the department.
Required Qualifications
- Masters degree or equivalent (6-years).
- Relevant/ related experience of 3 to 5 years.
- Strong analytical and problem-solving skills.
- Possess knowledge of financial securities and the investment industry.
- Understand and interpret complex corporate action documentation.
- Resolve issues quickly and deliver results with a high degree of accuracy.
Preferred Qualifications
- Excellent Communication (written and oral), Interpersonal Skills and be an Effective Team Player.
- Ability to work independently, as well as in a team environment and meet tight deadlines.
- Strong work ethic with high standards for accuracy and attention to detail.
- Ability to work well with multiple business partners.
- Strong analytical and problem solving skills.
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U. S. based financial planning company headquartered in Minneapolis with a global presence. The firm s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if youre talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Full-Time/Part-Time
Timings
India Business Unit
Job Family Group
Job Classification
Industry: Financial ServicesFunctional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Research AnalystEmployement Type: Full timeContact Details:
Company: Ameriprise FinancialLocation(s): Noida, Gurugram
Keyskills: Interpersonal skills Corporate actions Mutual funds Analytical Financial planning Reconciliation Corporate Asset management Research Portfolio management
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