Corporate Actions Analyst

International private investment management firm headquartered in Boston. 

Primary responsibilities:

  • Work closely with the firm's corporate action service providers, custodians, and internal clients to develop and improve sound workflows
  • Support Portfolio Management teams by providing analysis and understanding of complex voluntary events
  • Execute daily processing/validation procedures while ensuring the integrity and consistency of global corporate action data across multiple platforms, and in alignment with market practice
  • Research and resolve in-conflict action details, communicate voluntary instructions and confirm client entitlements
  • Identify and implement process improvements and system enhancements that increase efficiencies and/or reduce risk for the team and/or the firm
  • Work with internal and external groups to resolve complex action issues
  • Represent Corporate Actions at interdepartmental and external meetings


  • 4-8 years of Corporate Actions experience required
  • Highly knowledgeable of the life cycle of global corporate action events across all asset classes and products. Specific market and/or tax withholding knowledge a plus
  • Experience reviewing Market/Company offering documents to interpret and communicate event details correctly and concisely to the firm
  • Experience working with vendor products and technology
  • Able to effectively operate in a fast-paced work environment while managing risk, deadlines, and ambiguities
  • Analytical in approach to issue resolution
  • Customer Service competency with excellent verbal and written communication skills

Job ID: 6419

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