Excel in corporate actions analysis with CC&L; Financial Group, where your expertise resolves discrepancies and processes diverse investment actions. This hybrid role invites you to enhance operational efficiency and stakeholder relationships.
As a Corporate Actions Analyst, you will draw on your investment industry experience to manage and resolve cash and holding discrepancies. Your work will involve processing key corporate actions like mergers and stock dividends, using the firm's APX portfolio accounting system. Additionally, you will participate in operational projects focused on automation while training new hires on best practices.
Key Responsibilities:
• Communicate with custodians and portfolio managers
• Gather corporate actions data from various sources




• Process complex corporate actions quickly and accurately
• Contribute to operational projects for efficiency
• Train and guide recent hires in processes
Requirements:
• 3+ years in the investment industry
• 1-3 years in a Corporate Actions role
• Exposure to multiple asset classes
• Proficiency in Excel; SQL or Python is a plus
• Excellent communication and troubleshooting skills
Leverage your corporate actions expertise and enhance support across CC&L;’s impactful services.
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📌 Corporate Actions Analyst at CC&L (Vancouver)
🏢 Socket.dev
📍 Vancouver