Operations Analyst

Insight Global; Town of Florida (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Insight Global in New York is seeking an Operations Analyst to manage daily corporate action events across fixed income products, overseeing the full lifecycle from announcement through settlement. You will handle both mandatory and voluntary corporate actions and support proxy voting submissions and shareholder reporting processes.

You will monitor complex events such as bankruptcies, liquidations, defaults, conversions, calls, maturities, and other reorganizations, partnering closely with

Qualifications

• 3-5+ 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.

Responsibilities

• Manage daily corporate action events across fixed income products.
• Oversee full lifecycle from announcement through settlement.
• Handle mandatory and voluntary corporate actions.
• 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.
• Manage event exceptions, settlement fails, and risk issues.
• Drive process improvements and provide white-glove support to stakeholders.

Skills

Corporate Actions experience

Proxy voting

Reorganization processing

Lifecycle knowledge

Mandatory and voluntary events

Institutional securities knowledge

Excel skills

Risk/control mindset

Tools

DTC

Euroclear

VBA

Access

Job description

• 3-5+ 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

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

Day-to-day

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.