Corporate Actions Analyst at Ameriprise Financial in Boston, Massachusetts

Posted in Accounting 2 days ago.

Type: Full Time





Job Description:

Corporate Actions Senior Analyst primarily focused on researching, validating and setting up new mandatory and voluntary events, instructing voluntary Corporate Actions to Custodian banks and third party stakeholders and processing and reconciling Corporate Action events.

Key Responsibilities

Full end to end Corporate Actions lifecycle management for all Columbia Threadneedle Investment portfolios (approximately 6,800) (Mandatory and Voluntary events)

Event set up and scrubbing, entitlement calculation and analysis to determine impact on individual clients

Obtaining instructions from portfolio managers and communication to Custodians and third parties prior to deadlines. Detailed communication with portfolio managers around their options and impact on investments

Event processing in Aladdin and Invest One

Reconciliation and resolution of cash and asset breaks

Communication to internal and external stakeholders

Aladdin and Invest One experience preferred.

3 years experience in full end to end Corporate Action lifecycle management across all global markets. Experience should cover both Mandatory and Voluntary Corporate Actions and in checking/authorising and inputting functions.

Required Qualifications


Preferred Qualifications

4 year degree - Business Management, Finance, Accounting or related

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Mutual Fund Operations

Line of Business

TNAM Threadneedle Asset ManagementPDN-9d87e530-3d4b-4ef4-8004-f2b75f35c5a6
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