Corporate Actions Analyst

Forfirm; Lugano; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Benefits dieser Stelle

High-impact projects

Performance-oriented environment

Collaborative culture

Zusammenfassung

FORFIRM is seeking an experienced Corporate Actions Analyst to join our international team in Lugano. You will contribute to processing and governance of corporate actions for Swiss and European banking clients.

The ideal candidate has hands-on knowledge of mandatory and voluntary events, strong risk awareness, and meticulous attention to detail to meet tight deadlines in a fast-paced environment. Fluency in Italian and English is required; knowledge of Bloomberg or Telekurs is a plus.

Qualifikationen

• Experience in corporate actions processing across mandatory and voluntary events.
• Strong risk awareness and ability to operate in deadline-driven environments.
• Italian bilingual or native level, English minimum B1, both mandatory.

Aufgaben

• Identify risk scenarios in corporate actions processing and implement controls.
• Process client elections and instructions on voluntary actions within timeframes.
• Interpret and record corporate action information into the Corporate Actions system.

Kenntnisse

Multitasking

Risk awareness

Attention to detail

Analytical skills

Italian language

English language (B1)

Ausbildung

Bachelor's degree in Finance or Accounting

Tools

Bloomberg

Telekurs

Jobbeschreibung

ABOUT FORFIRM

FORFIRM delivers innovative, tailored solutions to real business challenges by combining deep industry expertise with a flexible, knowledge-driven approach. We are proud to be a company with no predefined barriers or rigid frameworks: we listen, we understand, and we build solutions that truly meet our clients' needs. Our culture is based on meritocracy, openness, and personal initiative - a place where everyone can shape their role and contribute meaningfully.

ABOUT THE ROLE

We are looking for an experienced Corporate Actions Analyst to join our international team and contribute to operational projects for Swiss and European banking clients. The ideal candidate brings solid knowledge of corporate actions processing across both mandatory and voluntary events, with a strong risk awareness mindset and the ability to operate accurately in a fast-paced, deadline-driven environment.

KEY RESPONSIBILITIES

Risk Management & Controls

• Identify potential risk scenarios inherent in corporate actions processing and implement appropriate controls to minimise operational exposure

• Ensure that financial losses stemming from misinterpretation of information or processing errors are actively prevented through structured oversight

• Manage escalations related to corporate actions, coordinating effectively with both internal teams and external stakeholders

Processing & Operations

• Process client elections and instructions on voluntary corporate actions accurately and within required timeframes

• Accurately interpret and record corporate action information received from vendors and other data sources into the Corporate Actions system

• Execute processing of mandatory and voluntary corporate actions across a global custody accounting system, covering events such as stock splits, stock dividends, spin-offs, exchanges, mergers, tenders, and consents

Governance & Master Data

• Oversee shareholders meetings and disclosure management activities in line with internal procedures and market requirements

• Maintain accurate securities master data, with familiarity with Bloomberg and Telekurs considered a plus

WHAT ARE WE LOOKING FOR?

• Ability to multitask and work autonomously while supporting team objectives and balancing competing priorities

• Strong attention to detail with a proven ability to identify risk and pursue mitigation opportunities

• Solid working knowledge of corporate actions processing across mandatory and voluntary event types

• Ability to operate effectively in a fast-paced environment while consistently meeting daily deadlines

• Strong analytical and problem-solving skills

• Knowledge of Area Finanza CAD considered a preferential criterion

• Familiarity with securities master data and reference data management

• Bachelor's degree in Finance, Accounting, or a related field is preferred but not required

• Italian bilingual or native level, English minimum B1, both mandatory

WHAT WE OFFER

• Involvement in high-impact projects within leading Swiss and European banking institutions

• A performance-oriented environment that supports professional growth and initiative

• A collaborative and dynamic team culture built on knowledge sharing and continuous development

FORFIRM is an equal opportunity employer that values diversity. All qualified applicants will be considered without discrimination based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability.