Senior Analyst, Corporate Actions
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Key skills for this role
About the Role
Connor, Clark & Lunn Financial Group seeks a Corporate Actions Senior Analyst to process corporate actions, resolve discrepancies, and support operational projects. The role requires 5+ years of investment industry experience with 3+ years in corporate actions.
Key Skills for This Role
Responsibilities
- Communicate with custodians, portfolio managers, and key personnel across CC&L to investigate and resolve corporate action cash and holding discrepancies
- Gather and synthesize corporate actions information from multiple sources including Bloomberg, investor relations and custodian notifications
- Process corporate actions (e.g., Mergers & acquisitions, stock dividends, rights issues, spin offs, redemptions and mortgage backed security pay downs) on portfolio holdings quickly and accurately using APX
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services
- Train and guide new hires on the processes
Requirements
- Post secondary education or equivalent experience
- 5+ years of overall experience in the investment industry
- 3+ years in a Corporate Actions role
- Experience with processing both mandatory and voluntary events
- Previous exposure to multiple asset classes (Equities, Fixed Income, Derivatives)
- Experience working in Global Markets
- Ability to analyze large data sets using Excel
- Excellent communication skills – written and oral
- Strong troubleshooting and problem solving skills
- Stakeholder management – proactively building effective relationships with key stakeholders
- Knowledge regarding trade execution and settlement
- Enrollment in the CFA or similar qualification is an asset
Full Job Posting
Overview
- We are looking for a Corporate Actions Senior Analyst for an existing vacancy on our Corporate Actions team.
- The Corporate Actions team is a group of focused, passionate and energetic individuals, who together have a direct impact on the investment success of individuals, pension funds, foundations and endowments, First Nations and other institutional clients.
- In this role, you will experience the inner workings of asset management and will have the opportunity to advance your research, analytical and problem solving skills for future growth and development within Connor, Clark & Lunn (CC&L).
- Our offices currently operate on a hybrid model with a combination of in office and remote working days throughout the week.
What You Will Do
- Communicate with custodians, portfolio managers, and key personnel across CC&L to investigate and resolve corporate action cash and holding discrepancies.
- Gather and synthesize corporate actions information from multiple sources including Bloomberg, investor relations and custodian notifications.
- Process corporate actions (ex. Mergers & acquisitions, stock dividends, rights issues, spin offs, redemptions and mortgage backed security pay downs) on portfolio holdings quickly and accurately using the firm’s portfolio accounting system (APX).
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.
- Train and guide new hires on the processes.
What You Bring
- Post secondary education or equivalent experience.
- 5+ years of overall experience in the investment industry, with 3+ years in a Corporate Actions role.
- Experience with processing both mandatory and voluntary events.
- Previous exposure to multiple asset classes (Equities, Fixed Income, Derivatives).
- Experience working in Global Markets.
- The ability to analyze large data sets using Excel.
- Excellent communication skills – written and oral.
- Strong troubleshooting and problem solving skills.
- Stakeholder management – proactively building effective relationships with key stakeholders.
- Knowledge regarding trade execution and settlement.
- Enrollment in the CFA or similar qualification is an asset.
- Programming skills in SQL or Python is an asset.
Compensation
- The starting salary for this position is CAD 75,000 CAD 85,000.
- In addition, there is an annual performance bonus which contributes to the total compensation of this position.
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