Investment Operations Specialist jobs in United States
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Computershare Canada · 2 weeks ago

Investment Operations Specialist

Computershare Canada is a global leader in financial administration, seeking an Investment Operations Specialist to enhance their client service and product innovation. This role involves managing and executing end-to-end processing for Corporate Actions, requiring strong attention to detail and client engagement.

Financial Services

Responsibilities

Review Letters of transmittal, stock certificates and other documents submitted for complex, sensitive, and manual corporate actions to ascertain whether they are properly completed and duly executed in accordance with the instructions set forth in the Letters of Transmittal
Verify wire instructions, international currency exchange form, if applicable, and update wire spreadsheet
Review restriction library and apply appropriate legend if applicable. Conduct quality review on work that has been processed. Responsible for research and reconciliation
Assist in processing validly submitted Corporate Actions items. Responsible for research, reconciliation and account maintenance
May be required to contact clients and vendors as needed
Other duties or tasks as assigned by management

Qualification

Financial Services experienceMicrosoft ProjectVendor relationship skillsCOSMOS knowledgeMicrosoft Office

Required

Bachelor's degree (B. A.) from a four-year College or University or related experience and/or training; or equivalent combination of education and experience
2 - 4 years of Financial Services/Transfer Agent experience
Proficient in Microsoft Project and have working knowledge of Microsoft Office
Vendor relationship skills

Preferred

Extensive knowledge of COSMOS (incl maintenance), Workflow, SCRIP, ATOP including reporting

Benefits

Paid parental leave
Health and wellbeing rewards that can be tailored to support you and your family, including medical, dental and vision.
Invest in your future with 401k matching and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter.
Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance.

Company

Computershare Canada

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Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee equity plans, mortgage servicing, proxy solicitation and stakeholder communications.

Funding

Current Stage
Late Stage
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