Corporate Actions Analyst

Columbia Threadneedle Investments
Swindon, United Kingdom
05 Oct 2022
04 Nov 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Columbia Threadneedle Investments

What working at Columbia Threadneedle offers....

Working at Columbia Threadneedle Investments you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Job Purpose Statement

Where you'll fit in & what our team goals are...

Ensure the accurate and timely processing of all Corporate Actions across multiple product types for both mandatory and voluntary Corporate Actions. Liaison between Portfolio Managers, Trading, Accounting, Operations and external Custodians.

Role Responsibilities

How you'll spend your time...

• 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 PM's 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 partner's inquires related to corporate actions.

Key Capabilities

To be successful in this role you will have...

• Bachelors degree or equivalent (Finance or Business Administration)
• Present 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.
• Ability to influence other departments at all levels.
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