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
RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media
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