Analyst-Corporate Actions

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

As a Corporate Actions Analyst, you will be responsible for the accurate, timely, and risk-controlled processing of corporate action events across a broad range of asset classes and product types, covering both mandatory and voluntary events. The role requires proactive coordination with Portfolio Managers, Traders, Fund Accounting, Operations teams, and external Custodians to ensure seamless event management, informed election decisions, and the accurate reflection of corporate action outcomes within client portfolios. You will play a key role in safeguarding operational integrity, minimizing risk, and delivering high-quality service throughout the corporate action lifecycle.

Key Responsibilities

Research and develop in-depth understanding of terms and conditions of voluntary corporate actions. Coordinate the communication of elections with Portfolio Management and portfolio custodian. Responsible for instructing custodian banks of PM's decision by stated deadlines. Communicate corporate actions to impacted stakeholders.

Perform mandatory corporate action procedures. Monitor corporate action events and process events in Aladdin. Research and develop an in-depth understanding of the event.

Review corporate action transactions and ensures reconciliation with custodians. Manage share restrictions or encumbrances for corporate action related items.

Act as primary resource for corporate action issues for all departments. Research and respond to business partners inquires related to corporate actions.

Create and enhance department procedures for processes performed in the team. Continuously identify risks, mitigate these risks and improve efficiencies of workflow streams. Assist with system enhancements as necessary for the department.

Required Qualifications

Master's degree with 1 to 3 years of relevant corporate actions experience.

Strong analytical and problem-solving skills.

Possess knowledge of financial securities and the investment industry.

Understand and interpret complex corporate action documentation.

Resolve issues quickly and deliver results with a high degree of accuracy.

Preferred Qualifications

Excellent Communication (written and oral), Interpersonal Skills and be an Effective Team Player.

Ability to work independently, as well as in a team environment and meet tight deadlines.

Strong work ethic with high standards for accuracy and attention to detail.

Ability to work well with multiple business partners.

Working knowledge of Aladdin and its applications.

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Mutual Fund Operations

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.