Asset Servicing Corporate Actions – Analyst

Gratitude Inc

774 Views

5 months ago

Asset Servicing Corporate Actions – Analyst

3-4 Year(s)

Manila

Job Description

Key Skills

Artificial Intelligence (AI) Tableau Operations Management swift Wealth Management Financial Services

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Job Summary:

As an Asset Servicing Analyst within Wealth Management Operations, you will work alongside global business and client-facing teams to support the management of corporate and class actions across various markets. You will contribute to strategic projects and support the evolution of Operations, ensuring that business activities are carried out efficiently, effectively controlled, and completed promptly. This role is crucial to the smooth execution of asset servicing, emphasising operational excellence and technological innovation to enhance service delivery.

Job Responsibilities:

Handle the life cycle of corporate actions, including mandatory, voluntary, and choice actions, ensuring accurate and timely processing to meet client and regulatory requirements.

Oversee all aspects of structured products and proxy actions, from initiation to resolution, ensuring compliance and optimal outcomes for clients.

Collaborate with Operations Leaders and key partners across Wealth Management, Technology, and Business teams to drive issue resolution and maintain smooth operations.

Support strategic projects and contribute to process improvements within the team.

Ensure business activities are executed efficiently, controlled, and timely by understanding, reviewing, and implementing processes, systems, and procedures.

Required Qualifications, Capabilities, and Skills:

Graduate degree.

Minimum three years of experience in Financial Services, Operations, or management in Investment Banking/Wealth Management.

Strong knowledge of Asset Servicing and Securities Market.

Proficient in SWIFT messages and financial markets.

High proficiency in Microsoft Office.

Consultative approach with the ability to anticipate business partner needs and proactively deliver solutions.

Highly motivated with strong problem-solving skills and a transformational mindset.

Excellent interpersonal and communication skills.

Preferred Qualifications, Capabilities, and Skills:

Knowledge of automation tools and AI/ML concepts. Securities Operations experience preferred.

Experience with AI tools such as Alteryx, Signavio, and Tableau.

Strong analytical skills with high accuracy and attention to detail.

Excellent verbal and written communication skills.

Strong client focus and commitment to maintaining high client satisfaction.

Ability to build business relationships with cross-functional and geographical teams.

Adaptability to organise and prioritise work to meet stringent deadlines.

Prescreening Questions:

Do you know SWIFT messages (MT564, MT565, MT566, etc.) and their role in Corporate Actions?

Do you have hands-on experience with AI/automation tools such as Alteryx, Signavio, or Tableau?

Do you have experience working in Financial Services, Operations, or Management within Investment Banking or Wealth Management?

What is your expected salary?

What was your last drawn salary?

Role

Any Other

Timings

Day Shift (Permanent)

Industry

Banking / Financial Services / Broking

Work Mode

Work from office

Functional Area

Any Other

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