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Corporate Actions Analyst - OTC Derivatives

Corporate Actions Analyst - OTC Derivatives

TeamWare SolutionsMumbai, India
30+ days ago
Job description

Notice Period : Immediate to 30 days. Experience Required : 3 to 5 Years.

Role Summary :

We are seeking a Corporate Actions Analyst with 3-5 years of experience to join our team. The ideal candidate will be responsible for following up on corporate action events, ensuring accurate booking and processing, and resolving any issues in a timely manner. This role requires a detail-oriented professional who can effectively collaborate with internal teams and external custodians.

Key Responsibilities :

Direct Responsibilities :

  • Follow up on corporate action events and notify internal and external stakeholders promptly.
  • Handle voluntary elections and ensure accurate transmission of options.
  • Maintain accurate booking and treatment of events in internal systems.
  • Resolve outstanding issues as per defined escalation procedures.
  • Process income, stock payments, and wire claims.

Contributing Responsibilities :

  • Track and capture event announcements across global markets.
  • Analyze event terms and provide clear summaries to internal teams or clients.
  • Build and maintain strong relationships with business lines and custodians.
  • Ensure adherence to timelines and cut-off deadlines.
  • Keep process documentation updated in line with market changes.
  • Contribute to control plans and support operational risk protocols.
  • Report key metrics and escalate issues to management as Skills :
  • Technical : A solid understanding of OTC derivatives and fixed income derivative products.

    Interpersonal : Strong communication and collaboration skills for working with internal and external stakeholders.

    Problem-Solving : Proven ability to investigate and resolve outstanding issues.

    Education & Experience

    Education : A bachelor's and master's degree in Finance, Business, or a related field is preferred.

    Experience : A minimum of 3 to 5 years of experience in a financial services role, with a strong focus on trade support and derivatives operations.

    (ref : iimjobs.com)

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