Analyst - Shareholder Services

Posted 11 Days Ago
Be an Early Applicant
Mumbai, Maharashtra, IND
In-Office
Junior
Financial Services
The Role
Analyzes and reconciles corporate action information, company records, clearinghouse and bank data. Collects and processes client instructions, communicates with internal and external stakeholders, operates proprietary systems, supports system enhancements, tests functionality, and resolves deadline-sensitive shareholder service issues. The role focuses initially on proxy and shareholder services across North American, European, and APAC markets, with cross-training in bankruptcy and class actions.
Summary Generated by Built In

About the Company

 

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

 

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

 

Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.

 

Position Overview:

Interactive Brokers LLC ('IB") is seeking an Operations-Shareholder Services Analyst to join our team!  The ideal candidate will be able to interface seamlessly with internal and external customers, 3rd parties and other clearing organizations. All team Associates are expected to focus on automated solutions to complex problems of varying degrees. Skills required include the ability to be comfortable with new and changing technologies, work with system developers, create business specifications for new or enhanced system functionality, and new product support for our sophisticated proprietary systems.

The Associate hired for this position will first become a specialist in Shareholder Services, which includes US, Canadian, European & APAC ​​​​ Proxy, and then later cross-train to become a backup for other team responsibilities such as Bankruptcy & Class Actions. As a team member, the Associate will specifically be relied upon to address and resolve various deadline-oriented issues, operate IB's proprietary systems, external systems, test new or existing functionality, analyze firm/client data, assess operational/firm risk, and resolve routine and/or complex client service issues in a thorough, expeditious manner. 

We are seeking an individual that is self-driven, multitasking, and well organized to become a contributing member of our team.  

Responsibilities:
       • Analyze, monitor, and verify incoming corporate action information.
       • Analyze and reconcile the company's books and records with clearinghouses and banks.
       • Interface with clearinghouses and banks regarding instructions for corporate events
       • Collect and analyze instructions from our clients.
       • Work on system enhancements to handle existing or new products and new markets
       • Communicate with all the internal and external parties involved.
Qualifications, Skills & Attributes :

      • Bachelor's degree preferred: science, mathematics or accounting preferred.
      • 1 to 3 years of targeted Corporate Action experience, preferably at a broker-dealer, but all             experienced candidates will be considered.
      • Knowledge of stocks, bonds, mutual funds, and Government Securities.
      • Proficient with MS Office suite.
      • Must possess excellent oral/written communication and analytical skills.
To be successful in this position, you will have the following:
      • Self-motivated and able to handle tasks with minimal supervision.
      • Superb analytical and problem-solving skills.
      • Excellent collaboration and communication (Verbal and written) skills.
      • Outstanding organizational and time management skills.

Company Benefits & Perks: 
  • Competitive salary package.
  • Performance based annual bonus (cash and stocks).
  • Hybrid working model (3 days office/week).
  • Group Medical & Life Insurance.
  • Modern offices with free amenities & fully stocked cafeterias.
  • Monthly food card & company paid snacks.
  • Hardship/shift allowance with company provided pickup & drop facility*
  • Attractive employee referral bonus.
  • Frequent company sponsored team building events and outings.

* Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.

 

Skills Required

  • Bachelor's degree, preferably in science, mathematics, or accounting
  • 1 to 3 years of targeted corporate action experience, preferably at a broker-dealer
  • Knowledge of stocks, bonds, mutual funds, and government securities
  • Proficiency with Microsoft Office Suite
  • Excellent oral and written communication skills
  • Strong analytical and problem-solving skills
  • Strong organizational and time-management skills
  • Ability to work independently with minimal supervision

Interactive Brokers Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Interactive Brokers and has not been reviewed or approved by Interactive Brokers.

  • Healthcare Strength — Health coverage is described as comprehensive, with company-covered premiums available in some plans, plus dental and vision. Wellness incentives and accessible care benefits contribute to the perceived value of the package.
  • Strong & Reliable Incentives — Total compensation commonly includes discretionary bonuses and stock grants that enhance earnings. These elements are frequently cited as meaningful parts of overall pay.
  • Pay Growth & Progression — Annual pay increases are mentioned across multiple roles. This supports a perception of steady early-stage progression.

Interactive Brokers Insights

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The Company
HQ: Greenwich, CT
2,441 Employees

What We Do

Rated #1 Best Online Broker in 2022 for 5 consecutive years by Barron's. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 44 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 billion. Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools. Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com

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