Corporate Action Specialist

Job Reference #
315365BR

Job Type
Full Time

Your role
Do you have experience in supporting the front to back processing Voluntary, Mandatory & Income Corporate Actions? Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?

As a Corporate Action Specialist, you will:

• examine and investigate corporate action notifications from custody networks to ensure accurate and timely input to the banks’ corporate action systems and notification to our clients
• track and execute corporate action instructions as received from clients
• ensure corporate actions are accurately processed including asset set-up, tax and book value adjustments.
• monitor domestic and global Proxy including Shareholder Rights Directive II
• provide backup coverage for the Mutual Fund & Hedge Fund Desk. Train the backups for any process changes on the Corporate Action Desk functions and enhance Standard Operating Procedures
  
  

Your team
This role is accountable for all Operations processes specific to Corporate Actions, assisting a team split between Toronto, New Jersey, Tennessee, and our vendor support out of India. In addition to your run the bank responsibilities, you will also be responsible for assisting with any project related deliverables.

Your expertise

• 3 years relevant experience in the financial/securities industry specifically in the Entitlement and Corporate Action operation areas
• have Canadian Securities Course
• excellent analytical/accounting skills to accurately determine complex entitlement payments and finalize corporate actions processes
• strong organizational skills, ability to plan and prioritize regular tasks and special projects through to completion, meeting strict deadlines in a time sensitive environment
• previous experience or exposure to mutual fund processing (foreign & domestic offshore, account transfers, Nostro and custody reconciliation’s) would be an asset
• excellent written and verbal communication, ability to write clearly and concisely and effectively interact with external/internal stakeholders
• strong knowledge of EXCEL and Microsoft Suite
• post-secondary education in commerce, Business Administration or Economics is a plus
  
  

About Us
UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.

How We Hire

We may request you to complete one or more assessments during the application process. Learn more

Join us
At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

Disclaimer / Policy Statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [email protected] or phone +1 855-827-6947, option 2, option 5, option 1.