Corporate Actions Analyst

Who is FNZ? FNZ Group is an established and rapidly growing company in the FinTech industry. We are transforming the way financial institutions serve their wealth management customers. We partner with the entire financial industry to make wealth management accessible to more people. We do this by providing services that span the entire wealth management value chain, from the digital user experience, client, account, and portfolio management through to back-office trade execution, settlement, and investment/member administration. Today, we are responsible for over £700 billion in assets under administration, held by around 12 million customers of some of the world’s largest financial institutions. We are expanding our team of over 4,500 employees (and growing) across 20 offices globally. What our Corporate Actions Analysts do: This Corporate Actions Analyst is a part of our Operations Team in Toronto. They are proactive self-starters who work to resolve problems. They have exemplary attention to detail skills and are excellent communicators, especially with their peers, management and external parties. Our Corporate Actions Analysts are team players, as they work seamlessly within our direct team and across the wider global Investment Operations and FNZ family. Responsibilities include but are not limited to: Processing mandatory and voluntary corporate actions on Managed Funds, Equities, and Fixed Interest products within Key Performance Indicator targets. Sourcing all relevant information from fund managers, data feeds, Bloomberg, custodian agents, or relevant registry/company websites to ensure corporate actions are processed correctly. Maintaining internal stock and cash ledger control accounts and clearing them daily. Reconciling client holdings versus agent holding to ensure they match during a corporate action. Competencies identified to perform the role effectively include (but not exclusive to): Proven Time Management and Planning skills. Complete tasks accurately, completely, and to agreed deadlines/ targets (KPIs) according to the standards and procedures outlined. Ensures that outputs meet required standards and the needs of internal and external clients Information Sharing/ Teamwork Excellent team player assisting colleagues when necessary Demonstrate a willingness to take on team tasks and responsibilities Approach all tasks with drive and enthusiasm High standard of record keeping Ensure increased efficiencies with the team operating off the same, up-to-date, information Ownership and Responsibility Demonstrates personal accountability by flagging errors to the Team Manager and taking corrective action promptly. Escalates issues promptly and responds positively to feedback Experience required At least 2 years of experience within Corporate Actions, Wealth Management, platform, banking or other relevant industry. Knowledge of SQL and Excel for data analysis. Able to demonstrate knowledge of US and Canada regulations. Degree in relevant field. Proposition knowledge of the platform industry, from Retail Client to Asset Servicing delivery. Understand risk/compliance policies and processes for a financial services business. What FNZ offers: 26 weeks of primary and secondary parental caregiver leave at full salary. A competitive base salary, bonus, and paid time off. FNZ will match pension plan contributions at 150%, up to 4% total Employee Contribution. Employer-paid medical, dental and vision insurance, and more. We are mission-led - work at the heart of a purpose-led organization where you can be proud of the impact you make, every day. Where you’ll transform the way over 20 million people invest, making wealth management more accessible, sustainable and transparent to more people. Market leading technology - Build, create and evolve innovative solutions for the world’s most trusted brands using the latest technologies to help change the face of investing for the future Learning & development – Placing emphasis on a willingness to learn, to think differently, to be creative and to help drive innovation. Be part of a highly successful, rapidly growing, Pre-IPO global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies; We provide global career opportunities for our best employees at any of our offices in the US, Canada, UK, Czech Republic, Asia, Australia or New Zealand About FNZ Culture Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers, and the wider world. At FNZ we know that great impact is only possible with great teamwork. That’s why we value the strength and diversity of thought in our global team. The FNZ Way is the cornerstone of what we do. It comprises four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders worldwide. Customer obsessed for the long-term Think big and make an impact Act now and own it all the way Challenge, commit and win together. Read more about The FNZ Way and our values: www.fnz.com/culture About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future. FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future.