This role will manage reconciling and processing positions related to Corporate Action events
These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
Reviews all Corporate Action/Proxy events received and ensures detailed understanding and processing requirements
Liaise with all units and departments relating and impacting clients on Corporate Action Proxy items
Pro-actively reconciles instructions versus eligible holders and executes client votes
Researches and resolves all discrepancies within department standards
Reviews and updates all processes and procedures timely and accurately
Identifies and reports any gaps/system enhancement
Participates in all testing and successful implementations
Escalates issues to management, participates in cross-training activities and all other job duties as assigned
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
0-2 years relevant experience
Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
Proficient in MS Office (Excel, Word, Access- is desired)
Proven success as a team player
Education:
Bachelor’s/University degree or equivalent experience