Corporate Action Analyst

Insight Global; Florida; Vor Ort; USD 110.000 - 115.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision insurance

HSA, FSA, DCFSA accounts

401k retirement with employer matching

Paid time off

Zusammenfassung

Insight Global is seeking an Operations Analyst to oversee the full lifecycle of corporate actions for fixed income products, from announcement through settlement. The role covers mandatory and voluntary events, proxy voting, and shareholder reporting with close collaboration across front office, operations, custody, and client teams globally.

The ideal candidate has 5+ years in corporate actions, strong Excel and reconciliation skills, and experience with DTC/Euroclear, plus a risk-aware,

Qualifikationen

• 5+ years of Corporate Actions experience.
• Proxy voting experience.
• Reorganization (Reorg) event processing experience.
• Corporate Actions lifecycle knowledge.
• Experience processing mandatory and voluntary events.
• Knowledge of DTC and/or Euroclear.
• Strong operations and risk/control mindset.
• Experience supporting institutional securities or capital markets businesses.
• Strong Excel skills and reconciliation experience.
• Equities or Fixed Income experience.

Aufgaben

• Manage the daily corporate action events lifecycle from announcement through settlement.
• Handle both mandatory and voluntary corporate actions and support proxy voting submissions and shareholder reporting.
• Monitor complex events such as bankruptcies, liquidations, defaults, conversions, calls, maturities, and other reorganizations.
• Partner with front office, operations, custody, and client teams globally for accurate processing and timely execution.
• Manage event exceptions, settlement fails, and risk-related issues; review and validate event details and entitlements.
• Drive operational efficiency through process improvement initiatives and provide white-glove support to internal and external stakeholders.

Kenntnisse

Corporate Actions

Proxy voting

Reorg processing

Lifecycle knowledge

Mandatory/Voluntary events

DTC/Euroclear

Operations risk mindset

Institutional securities

Excel reconciliations

Equities/Fixed income

Tools

VBA

Access

Jobbeschreibung

The Operations Analyst will manage daily corporate action events across fixed income products, overseeing the full lifecycle of events from announcement through settlement. This individual will handle both mandatory and voluntary corporate actions, support proxy voting submissions and shareholder reporting processes, and monitor complex events such as bankruptcies, liquidations, defaults, conversions, calls, maturities, and other reorganizations. They will partner closely with front office, operations, custody, and client teams on a global scale to ensure accurate processing and timely execution. Responsibilities also include managing event exceptions, settlement fails, and risk-related issues, reviewing and validating event details and entitlements, driving operational efficiency through process improvement initiatives, and providing white-glove support to both internal and external stakeholders.

Must-Haves

• 5+ years of Corporate Actions experience
• Proxy voting experience
• Reorganization (Reorg) event processing experience
• Corporate Actions lifecycle knowledge
• Experience processing mandatory and voluntary events
• Knowledge of DTC and/or Euroclear
• Strong operations and risk/control mindset
• Experience supporting institutional securities or capital markets businesses
• Strong Excel skills and reconciliation experience
• Equities or Fixed Income Experience

Plusses

• Bankruptcy and liquidation event processing
• Consent solicitations
• Conversions and tender offers
• International market corporate actions exposure
• VBA, Access, or reporting automation experience
• Experience supporting broker-dealers or investment banks
• Process improvement/project experience

Compensation:

$110,000 - $115,000 annually.

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.