This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Analyst, Corporate Action Entitlement based in Canada.
This role supports specialized financial operations focused on corporate actions and entitlement processing within a global banking environment. The position helps ensure transactions and operational records are accurate, complete, and settled within established service levels. You will analyze data, investigate discrepancies, reconcile information, and support the timely execution of routine and complex operational activities. The role also involves working with internal and external stakeholders to resolve issues and maintain strong service delivery. There is an opportunity to contribute to process improvements, new system implementations, reporting, and operational tools. The position is well suited to professionals interested in financial operations, investment services, corporate actions, and a structured, collaborative environment.
Accountabilities:
- Execute day-to-day corporate action and entitlement processes, service requests, transactions, and queries in accordance with documented procedures and established service level agreements.
- Review, check, and reconcile operational information and documentation to ensure accuracy, completeness, and timely processing.
- Support pre- and post-settlement operational activities and specialized asset servicing processes, with particular attention to corporate actions and income events.
- Gather, organize, and format data for regular and ad-hoc reports, dashboards, and operational analysis.
- Analyze operational data and issues to identify discrepancies, determine appropriate next steps, and provide insights or recommendations.
- Investigate and resolve operational exceptions and client issues promptly, escalating more complex matters when required.
- Communicate and collaborate with internal and external stakeholders to resolve issues and achieve business and service-delivery objectives.
- Maintain effective working relationships with stakeholders while ensuring operational activities comply with relevant policies, controls, regulatory requirements, and risk standards.
- Support change management initiatives, including the implementation of new processes and systems and improvements to existing operational workflows.
- Contribute to the development of operational tools, training materials, and process documentation designed to improve business results and service quality.
- Serve as a problem-solving resource for more junior colleagues and assist with escalated activities when needed.
- Apply sound risk judgment when executing operational responsibilities, protecting assets and maintaining compliance with applicable policies, laws, regulations, and risk requirements.
Requirements
- Typically 2–3 years of relevant experience, with a post-secondary degree in a related field preferred, or an equivalent combination of education and experience.
- Fresh graduates and recent post-secondary graduates with a strong interest in financial operations, corporate actions, or investment services are encouraged to apply.
- Basic understanding of corporate actions, particularly income events, is required.
- Exposure to reconciliation processes and/or accounting principles is considered an asset.
- Good knowledge of relevant operational systems, technology, products, services, processes, controls, risk requirements, and regulatory considerations.
- Good proficiency with Microsoft Word, Excel, and PowerPoint.
- Strong analytical and problem-solving skills, with the ability to investigate discrepancies and determine appropriate actions.
- Good organization and prioritization skills, with careful attention to accuracy, completeness, deadlines, and service levels.
- Strong verbal and written communication skills and the ability to collaborate effectively with internal and external stakeholders.
- Customer-service orientation and confidence handling inquiries, operational issues, and escalations.
- Ability to work effectively within established policies and procedures while managing diverse and sometimes complex operational tasks.
- Willingness to learn specialized financial operations processes and contribute to continuous improvement and change initiatives.
Benefits
- Salary range of $40,500–$80,000 CAD.
- Full-time, salaried position.
- Potential performance-based incentives, discretionary bonuses, and additional rewards as part of the total compensation package.
- Health insurance coverage.
- Tuition reimbursement support.
- Accident and life insurance.
- Retirement savings plans.
- Remote work opportunity based in Canada.
- Exposure to corporate actions, entitlement processing, financial operations, investment services, reconciliation, and transaction settlement.
- Opportunities to develop skills through training, coaching, manager support, and professional networking.
- Opportunity to contribute to process improvements, new systems, operational tools, and change-management initiatives.
- Inclusive, equitable, and accessible workplace with accommodations available throughout the selection process.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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