Investment Analyst jobs in United States
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Kforce Inc ยท 6 days ago

Investment Analyst

Kforce Inc is seeking an Investment Analyst to join their team in Brooklyn, NY. The primary responsibility of this role is to reconcile stock and cash discrepancies from corporate action event proceeds while ensuring adherence to established procedures for efficient resolution of system exceptions.

ConsultingEmploymentFinancial ServicesHuman ResourcesStaffing Agency
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H1B Sponsor Likelynote

Responsibilities

Monitor system queues for failed incoming SWIFT (MT565) and faxed client corporate action election instructions, and process them correctly to the next step in the workflow
Monitor queues for failed outgoing SWIFT (MT567) messages to local sub-custodians or markets, investigate basic issues, fix errors as per procedures, and reprocess messages before deadlines
Perform basic checks on corporate action event setups in internal systems and confirm eligibility prior to event deadlines
Review corporate action announcements, mainly Cash Dividend and Interest events from US DTC, and update or align event details in internal systems as instructed
Escalate any mismatches or issues to senior team members and work with internal teams, DTC, or vendors as required
Reconcile eligible positions and cash between Company and local sub-custodians for corporate actions using MT564 (REPE/RMDR) messages or other information
Process and reconcile incoming MT566 or DTC CACO payment messages for corporate action entitlements
Assist with reconciliation of Nostro cash accounts and internal payables/receivables, and raise any breaks (including stock breaks from corporate actions) for investigation within defined SLA timelines
Follow standard operating procedures (SOPs), meet daily cut-offs, and maintain accurate records of all processing completed

Qualification

Microsoft ExcelCorporate Action operationsSWIFT messagesBanking Custody operationsQuick learnerDetail-oriented

Required

Proficiency in Microsoft Excel, including basic functionalities such as look-ups, formulas, and keyboard shortcuts
Strong ability to read and execute detailed operating procedures
A quick learner with the capability to understand various processing applications and payment systems

Preferred

Prior experience in Banking Custody operation business, particularly in Corporate Action operations
Familiarity with cash and stock transaction processing for corporate action events, particularly for Mandatory Income events for western hemisphere markets mainly US & Canada
Understanding of SWIFT messages especially MT566 and/or DTC CANO and CACO messages, is highly advantageous

Benefits

Medical/dental/vision insurance
HSA
FSA
401(k)
Life, disability & ADD insurance
Paid time off
Paid sick leave

Company

Kforce Inc

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Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services.

H1B Sponsorship

Kforce Inc has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (792)
2024 (667)
2023 (734)
2022 (843)
2021 (1197)
2020 (858)

Funding

Current Stage
Public Company
Total Funding
unknown
2024-05-20IPO
2014-06-08Acquired

Leadership Team

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Aaron Travis
Digital Experience Delivery Director | Kforce Consulting Solutions
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Company data provided by crunchbase