Corporate Actions Specialist
2 weeks ago
About the Role:
We are seeking a highly skilled and detail-oriented Corporate Actions Specialist to join our team at Manulife Financial. As a key member of our Asset Servicing group, you will be responsible for ensuring the accurate and timely processing of corporate action events.
Key Responsibilities:
- Assist in preparing Market Intelligence reports and participate in business governance calls.
- Work closely with clients to obtain timely responses and elections from fund managers.
- Submit responses and elections in a timely manner and ensure instructions are received and accepted by custodian banks.
- Conduct quality checks on processed corporate events.
- Complete checklists accurately and efficiently.
- Verify entitlements with custodian banks for daily corporate action events.
- Process trades and corporate action events into our system with precision and speed.
- Adhere to existing processes and ensure compliance with procedures and policies.
- Identify opportunities for process improvements and implement enhancements to controls and services.
- Participate in projects such as system transitions, process transformations, and other initiatives.
- Provide support to the team as needed and engage in regular training and cross-training to ensure continuity of service.
- Stay up-to-date with relevant securities industry developments and best practices.
Requirements:
- Bachelor's degree in Business Administration, Accounting, Finance, Economics, or a related field; CPA certification is an asset.
- Two to five years of relevant work experience.
- Knowledge of securities instruments, settlements, and investment processes.
- Familiarity with MS Office software.
- Experience with third-party data platforms like Bloomberg, SIX, SimCorp Dimension, and BBHInfoAction.
- Ability to work independently with minimal supervision.
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