Posted in Accounting 1 day ago.
Type: Full Time
Location: Boston, Massachusetts
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 timeExempt/Non-Exempt
ExemptJob Family Group
Mutual Fund OperationsLine of Business
TNAM Threadneedle Asset ManagementPDN-9d87e530-3d4b-4ef4-8004-f2b75f35c5a6
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