Corporate Actions Analyst

Posted 9 Hours Ago
Be an Early Applicant
Greenway, AR
Junior
Fintech • Software • Financial Services
The Role
The Junior Analyst in the Corporate Actions team processes mandatory and voluntary corporate actions, providing support to internal and external clients. Responsibilities include data analysis, maintaining documentation, answering queries, and contributing to process improvement.
Summary Generated by Built In

As one of the world’s leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.

If you're looking for challenging work, smart colleagues, and a global employer with a social conscience, come explore your potential at Invesco. Make a difference every day!

Job Description

Your Team

The Invesco Corporate Actions team is responsible for the timely and accurate processing of all corporate action event types in all internal systems as well as overseeing activities of third parties. We are a resource of knowledge for the investment teams as well as other internal and external parties that are impacted by corporate actions.
Your Role
The Junior Analyst will work within the Corporate Actions Support team as part of the Global Trade and Custody Management (GTCM) Service Delivery team, providing essential support to internal IVZ customers, colleagues, external clients, and business partners. The team collects, records, analyzes, and processes mandatory and voluntary corporate action events across various trading products and funds. This individual will develop functional knowledge within the team, assisting with the processing, oversight, and risk mitigation on tasks and deliverables to ensure the team's key requirements are met.
You Will Be Responsible For:

  • Providing Investment personnel voluntary corporate actions responses to specific custodians or other interested parties in a timely and accurate manner

  • Collect, compile, analyze and verify corporate action information from multiple information and data sources

  • Record corporate actions in applicable systems, including appropriate self-review of information recorded

  • Maintain documentation and support for all corporate action information

  • Answer queries from internal clients, external auditors, Investment personnel and other Invesco business units

  • Complete special projects as required

  • Contribute to the improvement of the daily group process.

The Experience You Bring:

  • Experience: 1 to 3 years of experience in a similar role.

  • Analytical Skills: Strong analytical and problem-solving skills, with the ability to think critically and strategically.

  • Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.

  • Team Player: Ability to work effectively in a team environment and collaborate with colleagues at all levels.

  • Attention to Detail: High level of attention to detail and accuracy in work.

  • Technical Skills: Proficiency in data analysis tools and software (e.g., Excel). Experience with data visualization tools (e.g., Tableau, Power BI) is a plus.

  • Regulatory Knowledge: Basic understanding of local/global regulatory obligations as appropriate in the context of impacting business requirements/service provision.

  • Market Knowledge: Basic knowledge of Equities, Fixed Income, Private Placements, and other trading assets as needed.

  • Bachelor's degree with experience with investments and finance.

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

NoWorkplace Model

At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least three days a week, with two days working outside an Invesco office. 

What’s in it for you?

 

Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: 

  • Flexible paid time off

  • Hybrid work schedule 

  • 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution 

  • Health & wellbeing benefits 

  • Parental Leave benefits 

  • Employee stock purchase plan

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time.

Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Top Skills

Excel
Power BI
Tableau
The Company
HQ: Wimbledon
522 Employees
On-site Workplace
Year Founded: 2004

What We Do

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help our customers thrive and grow. Our solutions support over 30,000 financial professionals worldwide, representing over three million end-investors, with over $1 trillion (US) advised across our platforms.

intelliflo operates independently under its own brand as a wholly owned subsidiary of Invesco, a global leader in the asset management industry with $1.6tr AUM. Whilst intelliflo remains independent in operations to Invesco, we draw from its strengths. After bringing together Invesco’s digital advisory solutions under our global intelliflo brand in March 2021, we continue to remain dedicated to powering the entire advisory lifecycle through our range of open architecture solutions, as the global leader in financial advice technology.

Digitization is transforming wealth management. Invesco is committed to creating commercial software that allows advisors, institutions, and investors, to unlock technology-enabled possibilities. intelliflo is a key part of Invesco’s ambition to build the future of wealth management.

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