The Corporate Actions Senior Analyst is 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.
- Full end to end Corporate Actions lifecycle management for all Columbia Threadneedle Investment portfolios (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
- Reconciliation and resolution of cash and asset breaks
- Communication to internal and external stakeholders
- Aladdin/Swift experience preferred.
Preferred Qualifications
- Bachelor's degree in Business Management, Finance, Accounting
- 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/authorizing and inputting functions.
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 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.
Base Pay Salary
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.
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What We Do
Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.
