Financial Operations Analyst
5 days ago
Career Opportunity
The FNZ Group is a leading provider of wealth management services, and we are seeking a highly skilled Corporate Actions Analyst to join our team. As a key member of our operations team, you will be responsible for managing and processing corporate events that occur across our various financial products.
Key Accountabilities
- Develop and maintain processing procedures to ensure timely product delivery and exceptional customer experience.
- Formulate procedures, workflow channels, and service manuals to support our operations team.
- Process corporate actions on managed funds, equities, and fixed interest products within Key Performance Indicator targets.
- Manage maturities, fund closures, non-income corporate action events, and other relevant activities.
- SOURCE relevant information from fund managers, data feeds, Bloomberg, custodian agents, and relevant websites.
- Liaise with the Client Relationship and Support team to ensure effective communication.
- Maintain internal stock and cash ledger control accounts and clear them daily.
- Reconcile client holdings versus agent holdings.
Requirements
- A background and interest in financial markets, ideally with exposure to corporate actions.
- Tertiary qualification.
- Minimum of two years' experience in operations is preferred.
- Intermediate Microsoft Office skills, including MSSQL Server 2008.
- Attitude to execute, deliver, and succeed with high attention to detail.
- Proven communication skills.
- Ability to solve Financial Market and IT System issues.
- Enthusiastic and able to perform the role autonomously while being a team player and contributing to the overall success of the team and wider business.
- Proven project delivery.
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