About this role
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.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
Other facts
About Ameriprise Financial Services, LLC
At Ameriprise Financial, we have been helping people feel more confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.
Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states.
Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social
*Ameriprise Financial Q1 2024 Earnings Release.
What you'll do
- The Senior Corporate Actions Analyst is responsible for managing the full lifecycle of Corporate Actions, including researching, validating, and processing mandatory and voluntary events. This role involves detailed communication with portfolio managers and custodians to ensure timely execution of Corporate Actions.
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