CORPORATE ACTIONS ANALYST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: August 19, 2024 - The Corporate Actions Analyst possesses a fundamental understanding of global fixed income and equity instruments, coupled with strong computer proficiency, particularly in Microsoft Excel and Word. With excellent organizational skills and keen attention to detail, this role effectively manages interactions across organizational levels, ensuring smooth communication with both internal and external partners. The position demands strong analytical and problem-solving abilities, enabling independent work, effective prioritization, and timely completion of corporate actions duties in asset management.

Essential Hard and Soft Skills for a Standout Corporate Actions Analyst Resume
  • Financial Analysis
  • Corporate Actions Processing
  • Data Management
  • Microsoft Excel Proficiency
  • Knowledge of Fixed Income and Equity Securities
  • Transaction Processing
  • Regulatory Compliance Understanding
  • Risk Management
  • Report Generation
  • Database Software Proficiency
  • Effective Communication
  • Problem-Solving
  • Attention to Detail
  • Interpersonal Skills
  • Time Management
  • Adaptability
  • Team Collaboration
  • Leadership
  • Organizational Skills
  • Conflict Resolution

Summary of Corporate Actions Analyst Knowledge and Qualifications on Resume

1. BA in Finance with 3 years of Experience

  • Experience working in a clearing operations or back office department
  • Sound knowledge in one or more clearing operations functional areas 
  • An understanding of regulatory requirements
  • Excellent communication skills
  • Experience using BPS and Bloomberg
  • Strong understanding of financial markets, investment products, and trading
  • Experience with XSPrisa
  • Intermediate MS Excel, Word and Visual Basic skills
  • Strong attention to detail, organisational skills and professional integrity
  • Ability to handle large volume transactions efficiently
  • Ability to work independently and thrive in a collaborative team environment

2. BA in Business Administration with 2 years of Experience

  • Basic understanding of domestic and global fixed income and equity securities/instruments
  • Strong computer skills, including proficiency in Microsoft Excel and Word
  • Ability to work in a team environment and interact with all levels of the organization
  • Strong interpersonal skills (must establish good rapport with internal and external business partners, including custodians)
  • Excellent organizational skills and strong attention to detail
  • Effective verbal and written communication skills
  • Strong analytical and problem solving capabilities
  • Demonstrated ability to work independently, setting priorities, and consistently meeting deadlines
  • Experience performing similar corporate actions duties for a buy/sell side asset manager
  • Knowledge of global fixed-income and equity securities
  • Knowledge of taxable and non-taxable transaction processing

3. BA in Economics with 4 years of Experience

  • Experience in Investment and Custody Operations, particularly Corporate Action Event Creation related activities
  • An understanding of the wide range of Corporate Action event types across major markets and across all instrument types
  • Knowledge and experience of all Event notification Corporate Action Swift messaging
  • Client Relationships/Client Focus 
  • Demonstrates ability to build long term relationships that add value to the "client". 
  • Can work through a problem logically and in a step-by-step way
  • Demonstrates ability to work as part of a team, progressing towards shared goals
  • Demonstrates ability to communicate clearly
  • Demonstrates drive to continually develop own skills and knowledge
  • Demonstrates commitment to high quality standards, striving continually for self and team improvement
  • Positive & flexible attitude and willingness to learn

4. BA in Accounting with 3 years of Experience

  • Some experience in Corporate action event management and/or a keen interest in the Fund Investment Industry, fund accounting, accounts payable, financial and regulatory reporting background
  • Strong communication skills, fluent English 
  • Excellent desktop, IT and systems skills. 
  • Experience of GP3 
  • Working knowledge of Microsoft Excel 
  • Good Knowledge of Excel Functions 
  • Very good Knowledge of different types of instruments : Futures, Options, Swaps, CFD’s, Bonds, Equities
  • Understanding of fund business workflows and its various actors (Custody, TA, Portfolio Managers,…
  • Custody experience on retail superannuation platforms desirable
  • Knowledge of ASX Listed and Unlisted Investments and concepts
  • Bloomberg and DTC general knowledge

5. BA in Management Information Systems with 4 years of Experience

  • Experience in a function that has some related financial analysis or use of analytical skills.
  • Prefer some experience in Corporate Actions or data management areas
  • Previous internships working in financial services
  • Knowledge of multiple asset classes and how can be used in portfolios and strong knowledge of Microsoft Office
  • Product knowledge: Equity, Bonds, and structured products
  • Previous experience in dealing with Avaloq 
  • Eexperience working in Corporate Actions within Private Bank
  • Fluent in written and spoken English
  • SQL script general knowledge
  • Asset Management financial services experience in reconciliation, settlements, income processing, or corporate actions.
  • Microsoft Office Suite (Outlook, Excel, Word) intermediate level skill set

6. BA in Finance with 4 years of Experience

  • Corporate Action experience
  • Being able to deal with high pressure situations and ability to prioritise in a timely manner successfully
  • Good risk management approach. 
  • Must have an eye for detail.
  • Must have good Excel, Word, and PowerPoint skills.
  • Good communication and client service skills.
  • Exceptional candidates who do not meet this criteria may be considered for the role provided have the necessary skills and type of experience.
  • Must possess the ability to work well under pressure in a fast paced environment
  • Able to manage tight deadlines and situations where conflicting priorities arise on a daily basis.
  • Excellent written and verbal communication skills
  • Able to successfully react to workload changes.
  • Eagle PACE, PORTIA, Charles River, XSP system experience