Associate, Corporate Actions & Income
Barings•Charlotte, NC
•Onsite
About The Position
The Corporate Actions Analyst is responsible for the administration and oversight of corporate actions and income processes supporting the Barings investment portfolios. The role serves as a subject matter resource to business partners, exercises independent judgement in analyzing operational issues, interprets market events and internal policies, and recommends courses of action regarding matters affecting client servicing and investment operations.
Requirements
- Bachelor's degree in Finance, Economics, Accounting or related discipline, or equivalent industry experience.
- 2+ years of experience in investment operations, corporate actions, custody, fund administration or related financial services activities.
- Demonstrated ability to analyze complex operational issues and recommend solutions.
- Strong stakeholder management and communication skills.
Nice To Haves
- Experience with Aladdin or similar investment operations platforms preferred.
Responsibilities
- Analyse corporate action and income information and determine appropriate operational treatment through the interpretation of issuer documentation, custodian notifications and market practice guidance, supporting accurate and timely event processing.
- Exercise independent judgement when evaluating exceptions, claims, breaks and other operational issues arising from corporate action and income events.
- Develop and implement process improvement initiatives in collaboration with colleagues across Operations and Technology, and recommend efficiency and control enhancements to operational workflows.
- Contribute to the development, maintenance and enhancement of procedures, operational controls and supporting documentation.
- Represent Corporate Actions in cross-functional working groups, project initiatives, and discussions with custodians regarding service quality, event processing and issue resolution.
- Review restructuring event documentation, determine operational processing requirements, coordinate implementation activities, and communicate event impacts to relevant stakeholders.
- Contribute to private ratings activities through the interpretation of rating agency requirements, monitoring renewal schedules, communication with internal and external stakeholders, and analysis of portfolio cost allocations associated with ratings activity.
Benefits
- Medical (including Virtual Care), Prescription, Dental, and Vision Coverage
- Fitness Center Reimbursement Program (Including Online Memberships)
- Employee Assistance Program (EAP)
- Fertility Benefits
- Highly competitive 401(k) Plan with Company Match
- Health Savings Account (HSA) with Company Contributions
- Flexible Spending Accounts (FSA) - Health Care & Dependent Care
- Retirement Health Reimbursement Account
- Basic and Supplemental Life Insurance
- Spouse and Child Life Insurance
- Paid Vacation, Sick Days and Annual Holidays
- Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
- Short and Long Term Disability Plans
- Paid Volunteer Time
- Education Assistance Program
- Charitable Matching Gifts Program
- Commuter Reimbursement Program
- Adoption and Surrogacy Reimbursement Program
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
