Corporate Action Analyst

Corporate Actions Analyst

We are seeking a motivated and detail-oriented Corporate Actions Analyst to support corporate actions processing within a middle office environment. This role carries increased responsibility in review, oversight, quality control, and process support while serving as a resource for junior team members. The ideal candidate will have prior experience in corporate actions or financial services operations and thrive in a fast-paced, team-oriented environment.

Key Responsibilities

• Execute and support voluntary and mandatory corporate actions and dividend processing across financial products.
• Reconcile client holdings versus agent holdings to ensure accurate transaction processing.
• Maintain all relevant documentation and recordkeeping within event files.
• Support and respond to client inquiries and operational requests in a timely manner.
• Review processes and assist with quality control to ensure operational accuracy and efficiency.
• Provide guidance and workflow support to junior analysts and team members.
• Escalate complex issues to supervisors or senior professionals when appropriate.
• Assist with reporting activities and process oversight responsibilities.
• Identify opportunities for workflow improvements, increased efficiency, and enhanced accuracy across operations.
• Collaborate effectively within a team-oriented environment while managing individual responsibilities.

Qualifications

• Bachelor’s degree required; Finance, Business, or related field preferred.
• Strong proficiency with Microsoft Office products, including advanced Excel skills.
• Self-motivated with the ability to work independently and prioritize responsibilities effectively.
• Strong attention to detail and organizational skills.
• Excellent communication and problem-solving abilities.
• Quick learner with a collaborative, team-focused mindset.

Preferred Experience

• At least 1 year of experience in Corporate Actions or financial services operations.
• Experience within middle office operations environments.
• Corporate actions experience preferred but not required.
• Experience reviewing work or mentoring junior team members.
• Familiarity with AI and digital tools.
• Knowledge of financial products and markets.
• Experience with tools such as Alteryx or Power BI is a plus.