Corporate Actions Analyst at Wellington Management | GB | Rezi

Corporate Actions Analyst at Wellington Management

Corporate Actions Analyst

Wellington Management · GB

Today

Corporate Actions Analyst

Wellington Management · GB

5 hours ago
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About the Role

The Corporate Actions Analyst is responsible for the day-to-day activities associated with managing and processing of all corporate events. The Analyst will work in a team setting and communicate regularly with other groups within Investment Operations, and across the firm globally. They will also serve as a resource to junior members of the team for market and event knowledge, escalations, and guidance.

Responsibilities

  • Work closely with Wellington’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.

Requirements

  • 5-7 years of relevant work experience with a focus on corporate actions and portfolio accounting.
  • Highly knowledgeable of the life cycle of global corporate action events across all asset classes and products.
  • Experience with derivatives, especially corporate action processing on derivatives is 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.
  • Possess a passion for intellectual curiosity, problem solving, and continuous learning.

Skills

  • Corporate actions
  • Portfolio accounting
  • Global corporate action events
  • Derivatives
  • Market/Company offering documents
  • Vendor products and technology
  • Risk management
  • Deadline management
  • Ambiguity management
  • Analytical problem-solving
  • Customer service
  • Verbal communication
  • Written communication
  • Intellectual curiosity
  • Continuous learning

Location

  • London, UK

Work Type

  • Hybrid (4 days in office, 1 day remote)

Experience Level

  • 5-7 years

About the Company

  • Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
  • Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate.
  • As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

Equal Opportunity

  • As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.
  • If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.