Analyst, Corporate Actions Information

TMX Group; Montreal (administrative region); Hybrid; CAD 65,000 - 95,000; Full time

Job summary

TMX Group is seeking an Information Analyst in Montreal to manage and analyze corporate actions data. You will act as a connector across the Canadian capital markets infrastructure, ensuring data integrity and timely reporting to CDS subscribers.

Reporting to the Manager, Corporate Actions Information, the role blends data validation, stakeholder liaison, and risk-aware process improvements in a hybrid in-office setting.

Qualifications

• 3+ years in financial services, capital markets, or post-trade operations.
• Post-secondary degree in Business, Finance, or related field.
• Understanding of Canadian Securities Industry (Equities & Fixed Income).
• Proficiency with Excel and Google Workspace.

Responsibilities

• Own the complete lifecycle of Mandatory Corporate Action data from collection to validation.
• Collaborate with Issuers, Legal Counsel, Transfer/Paying Agents, and Underwriters to validate details.
• Oversee reporting and dissemination of corporate action events across internal and external platforms.
• Provide guidance on non-standard entitlements and pricing of non-standard actions.
• Draft and finalize Depository bulletins and respond to inquiries to ensure service levels.
• Adhere to escalation protocols and suggest improvements to controls and processes.

Skills

Industry experience

Business/Finance acumen

Market knowledge

Excel & Google Workspace

Deadlines management

Analytical skills

Strategic advisory

Education

Post-secondary degree in Business/Finance

Tools

Microsoft Excel

Google Workspace

Job description

TMX Careers

Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action? As an Information Analyst, you will play a pivotal role in the management, analysis, and reporting of mandatory corporate actions, acting as a high-impact connector within the Canadian capital markets infrastructure. The Canadian Depository for Securities (CDS) serves as Canada’s national securities depository, clearing, and settlement hub, providing the vital infrastructure required to support the integrity and efficiency of the Canadian capital markets. Within this ecosystem, the Asset Services Information Unit manages the entire lifecycle of Corporate Actions data for securities held by CDS. As an Information Analyst, you will play a pivotal role in the management, analysis, and reporting of mandatory corporate actions, acting as a high-impact connector within the Canadian capital markets infrastructure.

This role reports to: Manager, Corporate Actions Information Job Location: This role is hybrid (2-3 days/week in the office) - Based in Montreal, QC.

Key Accountabilities

• Data Integrity & Lifecycle Management: Responsible for the complete lifecycle of Mandatory Corporate Action data, which includes the collection, analysis and validation of various data sources, and timely dissemination of critical information.
• Strategic Partnership: Liaise directly with Issuers, Legal Counsel, Transfer Agents/Paying Agents, Underwriters, and DTCC, as required, to validate information details, resolve discrepancies, and clarify any legal or tax implications.
• Operational Optimization: Oversee the rigorous and timely reporting and distribution processing of mandatory corporate action events across internal systems and external platforms. Proactively identify workflow optimization opportunities, implementing best practices and leveraging technology to enhance reporting efficiency and accuracy.
• Non-standard Transactions Navigation: Provides general consulting to support custom (non-standard) entitlements or corporate actions functionality. Determine and apply applicable fees for non-standard mandatory corporate action requests following a thorough evaluation.
• Communication & Dissemination: Draft and finalize Depository bulletins, for timely release to CDS subscribers while upholding established service level standards for accuracy and dissemination via various channels (MT564/568 SWIFT messages, batch files, etc). Research and respond to all related queries professionally and promptly to ensure customer satisfaction.
• Proactive Risk Mitigation & Escalation: Maintain strict adherence to escalation protocols and proactively identify/document risk mitigation strategies. Continuously analyze internal controls and procedural frameworks to suggest improvements that uphold best-in-class operational standards.

Must Have(s)

• Industry Experience: 3+ years of relevant experience in financial services, capital markets, or post-trade operations.
• Education: Post-secondary degree in Business, Finance, or a related field.
• Market Knowledge: Solid understanding of the Canadian Securities Industry, including Equities and Fixed Income.
• Technical Proficiency: Intermediate to expert proficiency in Microsoft Excel and Google Workspace.
• High-Performance Execution: Proven ability to manage multiple high-priority transactions and meet strict deadlines in a fast-paced environment.
• Analytical Skills: Strong analytical and accounting skills to accurately determine exceptional entitlement payments and finalize corporate action processes.
• Strategic Advisory: Ability to guide legal counsel and external stakeholders through transactions that deviate from standard functionality.

Nice to Have(s)

• Domain Expertise: Thorough understanding of Corporate Action processing.
• Certification: Completion of the Canadian Securities Course (CSC).
• Bilingualism: Fluency in both French and English (written and spoken) is a significant asset due to regular interaction with national partners and stakeholders.

In the market for…

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success. Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work. Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy. Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived! Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ?

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located.

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.

Our Culture: The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team. Ready to be part of the action?

Our Business: TMX Group operates global markets, and builds digital communities and analytic solutions that facilitate the funding, growth and success of businesses, traders and investors. TMX Group's key operations include Toronto Stock Exchange, TSX Venture Exchange, TSX Alpha Exchange, The Canadian Depository for Securities, Montréal Exchange, Canadian Derivatives Clearing Corporation Trayport and VettaFi, which provide listing markets, trading markets, clearing facilities, depository services, technology solutions, data products and other services to the global financial community. TMX Group is headquartered in Toronto and operates offices across North America (Montréal, Calgary, Vancouver and New York), as well as in key international markets including London, Singapore and Vienna. For more information about TMX Group, visit www.tmx.com.

Follow TMX Group on Twitter: @TMXGroup.