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 accounts communicate with stakeholders resolve discrepancies and support process improvements and automation.
Requirements
- Interest in financial markets investment operations asset servicing or corporate actions.
- Previous experience in financial services investment operations custody fund administration or corporate actions.
- Strong Microsoft Office skills particularly Excel.
- Exceptional attention to detail and commitment to accurate high-quality work.
- Strong organisational and time management skills.
- Excellent written and verbal communication skills.
- Proactive mindset and strong problem-solving skills.
- Ability to work independently in a collaborative environment.
- Strong ownership accountability and professionalism.
- Experience working with large volumes of data accurately in a fast-paced environment.
- Willingness to support colleagues and shared goals.
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 within service levels and deadlines.
- Research corporate action information from custodians fund managers market data providers and exchanges.
- Reconcile client holdings against agent and custodian records.
- Monitor 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 improvement and automation initiatives.
- Support FNZ's New Zealand business across the New Zealand market time zone.