Senior Corporate Actions Analyst

Ameriprise Financial Services, LLC•Boston, MA

12d

About The Position

Senior Corporate Actions Analyst 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 The estimated base salary for this role is $58,300- $72,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances. 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 Full time Exempt/Non-Exempt Exempt Job Family Group Mutual Fund Operations Line of Business AMINV US Asset Management 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 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.

Requirements

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.

Nice To Haves

Aladdin/Swift experience preferred.
Bachelor's degree in Business Management, Finance, Accounting

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