Job Information
Ameriprise Financial Analyst - Corporate Actions in Gurugram, India
About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.
Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.
Job Description
In this role you will ensure accurate and timely processing of all Corporate Actions across multiple product types for both mandatory and voluntary Corporate Actions. You will liaise between Portfolio Managers, Trading, Accounting, Operations and external Custodians.
Key Responsibilities
• Research and develop in-depth understanding of terms and conditions of voluntary corporate actions. Coordinate the communication of elections with Portfolio Management and portfolio custodian. Responsible for instructing custodian banks of PM's decision by stated deadlines. Communicate corporate actions to impacted stakeholders.
• Perform mandatory corporate action procedures. Monitor corporate action events and process events in Aladdin. Research and develop an in-depth understanding of the event.
• Review corporate action transactions and ensures reconciliation with custodians. Manage share restrictions or encumbrances for corporate action related items.
• Act as primary resource for corporate action issues for all departments. Research and respond to business partner's inquires related to corporate actions.
• Create and enhance department procedures for processes performed in the team. Continuously identify risks, mitigate these risks and improve efficiencies of work flow streams. Assist with system enhancements as necessary for the department.
Required Qualifications
• Master's degree with 1 to 3 years of relevant corporate actions experience.
• Strong analytical and problem-solving skills.
• Possess knowledge of financial securities and the investment industry.
• Understand and interpret complex corporate action documentation.
• Resolve issues quickly and deliver results with a high degree of accuracy.
Preferred Qualifications
• Excellent Communication (written and oral), Interpersonal Skills and be an Effective Team Player.
• Ability to work independently, as well as in a team environment and meet tight deadlines.
• Strong work ethic with high standards for accuracy and attention to detail.
• Ability to work well with multiple business partners.
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Full-Time/Part-Time
Full time
Timings
(2:00p-10:30p)
India Business Unit
AWMPO AWMP&S President's Office
Job Family Group
Mutual Fund Operations
Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.