Principal and Income Asset Services at Cantor Fitzgerald Securities in Jacksonville, Florida

Job Description:

JOB DESCRIPTION



Job Title: Asset Services Analyst




Location: Jacksonville, FL, Hybrid (3 days in)



Firm Overview:


Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact.



Responsibilities:


The Asset Services Analyst reports to the Head of Asset Services and works across all domestic legal entities affiliated with Cantor Fitzgerald. Asset Services is responsible for the identification, notification and execution of Dividends, Principal and Income, Corporate Actions, Prospectus Mailing & Proxy Voting for the firm and its clients.


In this role, you will develop relationships with our operational teams, traders and clients. You will learn the inputs to and outputs from the complex Asset Servicing processes while building relationships with internal/external clients and growing the business.

• Managing Asset Services events (P&I, Divs, Corporate Actions) through the complete event lifecycle
• Aggregating and passing elections/liabilities on voluntary and choice events to custodians and counterparties
• Interacting with the firm's Prime Brokerage clients and their account representatives to provide best-in-class service to these high net worth accounts
• Providing daily updates to senior management on the status of all open voluntary corporate action events
• Ensuring all Asset Servicing events are captured within our platforms for onward dissemination to internal and external clients
• Resolving all open balances and counterparty claims within established timeframes

We are looking for a candidate with a Bachelor's degree in Finance, Accounting, Economics (equivalent or higher). Interest or experience in financial services or brokerage back-office operations; someone who enjoys collaborating, problem solving, and understands basic accounting principles is desirable.



Qualifications:

• Excellent Client Service skills
• Strong problem solving and analytical skills
• Ability to listen and communicate effectively with others both verbally and written
• Ability to work under pressure in a client centric environment
• Excellent teamwork, communication, and presentation skills

Ideal Candidate will have knowledge of or interest in:

• Problem solving with an emphasis on financial markets and operations
• Prime brokerage operations experience
• Previous knowledge of dividends and/or corporate actions
• A desire to continually learn

Educational Qualifications:

• Bachelor's Degree required

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