4 дня назад
Specialist-Investment & Trade Client Services
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Specialist-Investment & Trade Client Services (Corporate Actions and Investment Operations): Managing the full lifecycle of voluntary corporate actions from event announcement through final settlement with an accent on portfolio impact analysis, stakeholder coordination, and regulatory compliance. Focus on reviewing elections and instructions, resolving complex event issues, improving operational controls and reporting, and supporting automation and system enhancements.
Location: Poznan, Poland
Company
is a global asset manager providing investment management and client services across complex financial markets.
What you will do
- Manage the full lifecycle of voluntary corporate actions from announcement through final settlement.
- Analyze event impacts on portfolios and communicate options, deadlines, risks, and participation requirements.
- Coordinate complex events with Portfolio Management, Trading, Custodians, Legal, Compliance, Tax, and Operations.
- Review and validate analyses, elections, instructions, and processing completed by colleagues.
- Maintain event records, update internal systems, prepare reports, and track event status and key metrics.
- Improve processes and controls while supporting testing, automation, and system enhancement initiatives.
Requirements
- 5+ years of corporate actions experience.
- Experience reviewing work and performing quality control activities.
- Strong knowledge of financial markets, investment products, and regulations.
- Experience with Aladdin, IMActions, SimCorp Dimension, and Bloomberg.
- Advanced Microsoft Excel skills.
- Strong analytical, problem-solving, communication, stakeholder management, prioritization, and attention-to-detail skills.
Nice to have
- Experience with Power BI, automation, reporting, or process improvement.
Culture & Benefits
- Inclusive, welcoming, and supportive working culture.
- Opportunity to collaborate with globally diverse teams.
- Focus on ethical, transparent, and accountable operations.
- Commitment to equal employment opportunities and protected whistleblower reporting channels.
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