Corporate Action Analyst - Asset Services

Qjumpers; Bay of Plenty; On-site; NZD 70,000 - 90,000; Full time

Job summary

Craigs Investment Partners in Tauranga is seeking a Corporate Actions Analyst to join the Asset Services team for a 12-month fixed term contract at our Head Office. The role focuses on processing corporate action events, analysing company announcements, and ensuring accurate client outcomes within custodial services.

You will maintain the Voluntary Corporate Actions system, coordinate responses with advisers, and operate under NZX rules, working in a collaborative, fast-paced environment.

Qualifications

• Experience in financial services or custodian environments (desirable)
• Strong analytical thinking and attention to detail
• Excellent written and verbal communication skills

Responsibilities

• Distribute and process data for corporate actions and protect custodial clients in relation to rights issues
• Be the main point of contact for the Asset Services department and other business units
• Analyse announcements to determine client eligibility, key information, and tax treatment of corporate action events
• Maintain and update the Voluntary Corporate Actions (VCA) system and monitor event changes
• Coordinate client responses and process client instructions with registries and external agents
• Maintain client portfolios reflecting mandatory and voluntary corporate action events
• Operate within NZX rules, legislation and CIP procedures and policies

Job description

We have an exciting opportunity for a Corporate Actions Analyst to join our Operations team. Reporting to the Asset Services Manager. This is a 12 month fixed term contract, based at our Head Office in Tauranga.

The Corporate Actions function is a key role within Craigs Investment Partners (CIP). It primarily serves the Custodial Services Ltd function in maintaining events associated with the asset pool it has under management. It also has responsibilities to the wider business in terms of being responsible for coordinating the application/acceptance process of voluntary corporate actions. Other main responsibilities are to:

• Primarily distribute and process data and generally oversee the area pertaining to protecting custodial services clients for corporate activity, i.e. rights issues.
• It is a main point to contact for the Asset Services department and other business units.
• Analyse and interpret company announcements and related documentation to determine client eligibility, key information, and appropriate tax treatment of corporate action events, supporting informed client outcomes
• Maintain and update the Voluntary Corporate Actions (VCA) system, including monitoring event changes
• Distribute corporate action and class action information to advisers and coordinate client responses as required
• Process client instructions and arrange payments with registries and external agents
• Maintain client portfolios to accurately reflect both mandatory and voluntary corporate action events
• Operate within the parameters of the NZX rules and regulations, relevant legislation and CIP procedures and policies.

About you

We are looking for someone with corporate actions and asset data knowledge and experience or in a similar field. Prior experience within Financial Services or as a custodian is highly advantageous. This role will suit a professional who enjoys working in a fast-paced environment in a collaborative team. The successful candidate will have excellent time management and organisational skills and be a team player. You will also have:

• Experience within a financial services or similar environment (Desirable)
• Curiosity to learn, with a willingness to become a subject matter expert
• Ability to learn new skills quickly, embracing new technology, systems and processes
• Strong written and verbal communication skills
• Analytical thinking as this is critical to the role

About the Company

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

Corporate Action Analyst - Asset Services Tauranga - Bay of Plenty