Corporate Actions Specialist NYC to $75000 plus bonus

If not you, would you know someone???  I will pay a finders' fee if you refer someone who is hired.

 

Corporate Actions Specialist

Base: $65-75K plus significant Bonus

Individual is responsible for processing all corporate actions related to fixed income instruments including, but not limited to:  consent solicitations, options to call issues, options to put issues, redemption offers, conversions, exchanges, tender offers and final payments.

 

Responsibilities/Duties:

§         Complete all related paperwork associated with a corporation action (e.g., holdings certification). 

§         Maintain Corporate Action database in line with information received from custodians and information providers.

§         Handle and process time critical information.

§         Process all mandatory and voluntary corporate actions.

§         Monitor Portfolio Manager decisions and respond to the custodian in the required timeframes in the required manner.

§         Ensure acknowledgement of receipt of instruction for all custodians.

§         Process all actions in Invest One and Advanced Trading Platform, as appropriate.

§         Resolve complex problems relating to changing positions / transactions during corporate action periods and deals with brokers to ensure positions are protected.

§         Monitor voluntary corporate actions to ensure full entitlement is received.

§         Pay close attention to detail and understand the risks associated with time critical information.

§         Ensure full compliance with internal procedures and controls.

§         Develop and implement new initiatives and assist with process re-engineering projects for all corporate action related initiatives including internal technology improvements as well as implementing external custodian based solutions.

Competencies:

§         Excellent communication and interpersonal skills

§         Strong computer skills and a good working knowledge of Microsoft Excel

§         Strong analytical and problem solving skills

§         Five plus years of related experience

Academic Qualifications (minimum requirements):

Undergraduate degree in related field. 

 

Email resume in Word to thebiggamehunter@cisny.com  ONLY IF YOU HAVE THE EXPERIENCE SOUGHT. Please include the job code with the position.

NO RELOCATION. NO VISA TRANSFERS. NO 3RD PARTIES. NO OVERSEAS RESUMES.

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