Operations Analyst

Euronext•New York, NY

6d•$60,000 - $67,000

About The Position

As part of the global Tax Operations team, the role of the Operations Analyst is to facilitate the smooth processing of tax relief requests and to provide high quality guidance and support to clients and external stakeholders using the Acupay System. Acupay System LLC is a worldwide leader in cross‐border tax certification of payments of dividends and interest by issuers of securities to investors without excess withholding of tax. Acupay's revolutionary systems and technological platforms allow issuers, custodians, brokers and investors from all over the world to reduce excess foreign taxes on cross‐border securities holdings, assure full compliance and effectively deliver tax relief on billions worth securities, including cases where it was previously operationally unfeasible. Acupay is a privately/employee-owned company based in New York and London specializing in international and domestic financial communications and instruction processing. As we move into new and broader markets, we expect our growth to continue and are looking for new team members who will integrate well and become part of that success.

Requirements

Proven client relationship, problem solving and tax knowledge skills
Interest in and knowledge of financial markets, equities and debt instruments
Proficient knowledge of Microsoft Office software
Able to work under pressure and to meet deadlines
Strong client focus and ability to participate in client meetings and conference calls.
Capable of identifying opportunities for improvement
Excellent written and verbal communication skills in English, including client communication and ability to mark up legal/procedural documents
Attention to detail
Enthusiastic, self-driven, willing to go the extra mile and work at own initiative
Ability to work under pressure, to work independently as well as to be a team player, particularly across different sites and time zones

Nice To Haves

Experience working in a tax or corporate actions environment
A general understanding of custody back office and relevant business & computer systems
Knowledge of other languages would be beneficial

Responsibilities

Processing and monitoring tax relief requests (Relief at Source, Quick Refund, and Long Form Reclaims), including entitlement monitoring and documentation management, across various markets
Liaising with DTC, paying agents, and other domestic clearing systems to facilitate the above
Providing technical support to clients using the Acupay System and conducting training when required
Responding to client inquiries and liaising with users of the Acupay System, constantly striving to offer exceptional customer service.
Building strong client relationships and cross-selling other services
Working towards certification level percentages agreed in advance
Testing of new or improved operational processes and systems
Supporting the organization and completion of calling campaigns
Creating, reviewing, and editing notices and newsletters
Proactively identifying business and performance improvement opportunities of the department and flagging these to the team leader or the senior management in a timely manner
Maintaining professional competence by always complying with the training and competence procedures of the company
Set-up of projects and securities details in the Acupay System back end
Assist in initial settlement process for new bond deals
Calculate income amounts including taxation on fixed income and equity securities
Research and confirm securities information using market data providers (DTCC, Bloomberg etc.)
Working on Tax Processing Service (TPS) Operations in conjunction with the Product team.
Working with the Operations assistant to ensure that documentation reviews and archiving are done correctly