What You Will Do

- Communicate with custodians, portfolio managers, and key personnel across CC&L; to investigate and resolve corporate action cash and holding discrepancies.
- Gather and synthesize corporate actions information from multiple sources including Bloomberg, investor relations and custodian notifications.
- Process corporate actions (ex. Mergers & acquisitions, stock dividends, rights issues, spin-offs, redemptions and mortgage-backed security pay-downs) on portfolio holdings quickly and accurately using the firm’s portfolio accounting system (APX).
- Participate in operational projects focusing on automation, efficiency, and the scalability of IPO’s services.
- Train and guide recent hires on the processes.

What You Bring

- Post-secondary education or equivalent experience.
- 3+ years of overall experience in the investment industry, with 1-3 years in a Corporate Actions role.
- Previous exposure to multiple asset classes (Equities, Fixed Income, Derivatives).
- Ability to analyze large data sets using Excel. Programming skills (SQL, Python) are an asset.
- Excellent communication skills – written and oral.
- Strong troubleshooting and problem-solving skills.
- Stakeholder management – proactively building effective relationships with key stakeholders.




- CFA or similar qualification is an asset.
- Experience with processing both mandatory and voluntary events is an asset.
- Experience working in Global Markets is an asset.
- Knowledge regarding trade execution and settlement is an asset.

The starting salary for this position is $70,000-$80,000. The starting salary provided reflects the base salary for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.

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For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L; Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.

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📌 Analyst, Corporate Actions (Vancouver)
🏢 Socket.dev
📍 Vancouver