Corporate Actions Analyst
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will process mandatory and voluntary corporate actions across equities, managed funds, and fixed-interest products. You will research event information, reconcile holdings, monitor stock and cash control accounts, resolve discrepancies, communicate event information, and help improve and automate processing.
Requirements
- Interest in financial markets, investment operations, asset servicing, or corporate actions
- Experience in financial services, investment operations, custody, fund administration, or corporate actions
- Microsoft Office proficiency
- Excel proficiency
- Attention to detail
- Organisational and time-management skills
- Written and verbal communication
- Problem-solving
- Experience working with large volumes of data
Responsibilities
- Process mandatory and voluntary corporate actions across equities, managed funds, and fixed-interest products
- Manage dividend and coupon payments, fund closures, rights issues, takeovers, stock splits, conversions, and share purchase plans
- Complete corporate actions accurately, efficiently, and within service levels and deadlines
- Research and source corporate action information from custodians, fund managers, market data providers, and exchange announcements
- Reconcile client holdings against agent and custodian records
- Maintain stock and cash control accounts and resolve discrepancies
- Communicate corporate action information to internal stakeholders
- Build relationships with fund managers, custodians, brokers, and market participants
- Contribute to process improvements, controls, and automation
- Support the NZ core business across the NZ market time zone