Corporate Action Analyst

vor 4 Wochen

Lugano, Schweiz FORFIRM Vollzeit

FORFIRM is providing solutions to real business challenges for our clients through innovation and deep industry understanding. We pride ourselves on being a knowledge-based company, with no barriers or pre-built solutions – we listen to our clients and solve their unique problems.  


At FORFIRM, we are creating a culture where each person can define their own role parameters and speak their mind without any hesitation. We are a true meritocracy, where individual results define each person’s career path.


We are looking for experienced and motivated Corporate Action Analyst to join our lively international team and work on projects for Europe's leading brands


Roles & Responsibilities 

 

  • Processing all mandatory and voluntary corporate actions (stock splits, stock dividends, spin-offs, exchanges, mergers, tenders, consents, ) on global custody accounting system
  • Manage Corporate Actions Escalations related to internal and external stakeholders
  • Corporate action information received from vendors and other sources is accurately interpreted and recorded on the Corporate Actions Dept
  • The high degree of risk inherent in corporate actions processing is identified, understood, and controlled so that financial losses due to misinterpretation of information or processing error are minimized
  • Understand link between Custody / Fund Master / DTC and resolve exceptions between them
  • Processing client elections / instructions on voluntary corporate actions
  • Working with the design teams to ensure that the requirements are understood and that the delivered design fulfils all of the requirements adequately
  • Supporting the technology teams through the build and unit test activities to ensure that all requirements are understood
  • Demonstrate the ability to identify potential risk scenarios
  • Implement controls to minimize operational risk

What are we looking for?


  • Bachelor’s Degree in Finance or Accounting preferred but not required
  • Solid working knowledge of the key elements of CA processing
  • Possess the ability to call out high risk items or seek assistance to minimize loss to either the shareholder and/or Fidelity
  • Strong analytical and problem-solving skills
  • Ability to work in a fast-paced environment and meet daily objectives
  • Strong attention to detail and ability to identify risk and risk mitigation opportunities
  • Adaptability based upon business need and a changing operating environment
  • Ability to multi-task and work autonomously while balancing own work and assisting the team
  • Language – Italian Bilingual/Native & English B1

FORFIRM is an equal opportunities employer that values diversity within the company. Qualified applicants will receive consideration for employment without discrimination about race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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