Senior Corporate Actions Analyst jobs in United States
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Columbia Threadneedle Investments · 3 days ago

Senior Corporate Actions Analyst

Columbia Threadneedle Investments is a diversified financial services leader with over $1.5 trillion in assets under management. They are seeking a Senior Corporate Actions Analyst who will be responsible for managing the full lifecycle of corporate actions, including event setup, entitlement calculation, and communication with stakeholders.

Asset ManagementConsultingFinancial Services
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Work & Life Balance
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H1B Sponsor Likelynote

Responsibilities

Researching, validating and setting up new mandatory and voluntary events
Instructing voluntary Corporate Actions to Custodian banks and third party stakeholders
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

Qualification

Corporate Actions lifecycle managementEvent processing in AladdinEntitlement calculationCommunication with stakeholdersBachelor's degreeAladdin/Swift experience

Required

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

Preferred

Aladdin/Swift Experience Preferred
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

Benefits

Vacation time
Sick time
401(k)
Health, dental and life insurances

Company

Columbia Threadneedle Investments

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Columbia Threadneedle Investments is an asset management firm.

H1B Sponsorship

Columbia Threadneedle Investments 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 (8)
2024 (6)
2023 (3)
2022 (14)
2021 (6)
2020 (5)

Funding

Current Stage
Late Stage
Company data provided by crunchbase