Analyst, Corporate Actions
Jobtailor
Responsibilities Responsible for quality and risk control processes for monitoring systems, vendor oversight, and review of daily processing work for on and offshore team. Reconciliation and reporting of clearance accounts to ensure all allocations from our various depositories have been properly allocated. Participate in internal audits by providing documentation and demonstrating compliance of all key and non-key controls in walkthroughs. Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure. Handle escalations by both the Service Center and Advisors; exercise superior judgement in keeping manager informed about issues. Recognize issues, problems, or opportunities and determine whether action is needed. Requirements 3-5 years of industry experience (preferably corporate actions) in Operations, Compliance or Risk Management. All Microsoft applications, particularly advanced proficiency in Excel (VBA) and Access. Ability to work independently in a fast-paced environment with multiple priorities. Excellent verbal and written communication skills. Strong time management and organizational skills. Series 7 preferred. Bachelor’s degree in accounting, Finance, or Economics from an accredited University or College or equivalent industry experience. SQL or Alteryx knowledge. Hard Skills VBA Excel Access SQL Alteryx Soft Skills Communication Time management Organizational skills Independent work Judgment Certifications & Qualifications Series 7 #J-18808-Ljbffr Jobtailor
- Job Summary The Project Analyst I will be responsible for designing, developing, and maintaining... ...Team to deliver accurate, timely, and actionable insights. Utilize analytical tools and... ...Systems Information Technology Information Systems #J-18808-Ljbffr Pike CorporationSuggested
- ...Job Description Position Summary: The Business Analyst works in the IT department to re-engineer technical processes for greater... ...are cost effective, efficient and meet business requirements and corporate strategic goals. Provides business consultation, defines business...SuggestedWork at office
- Board Certified Behavioral Analyst job at Action Behavior Centers. Pineville, NC. What We Offer Competitive Salary: $87,000 to $93,000 including bonuses. Ability to earn more through additional performance‑based bonuses. Monthly Bonuses: Bonuses kick in at just 26 hours...SuggestedTemporary workLocal areaRemote workWork from homeRelocation packageFlexible hours
$71.59k - $119.31k
...Sr. Analyst, Technology Sourcing Shape the future of Technology by developing software... ...to our clients that align with LPL's corporate strategy and objectives. The Sr. Analyst... ..., and external market trends to deliver actionable insights for both short- and long-term sourcing...SuggestedContract workTemporary workWork from home$26.1 - $43.53 per hour
...exceptions and perform reconciliation to ensure compliance with corporate and regulatory policies and procedures. Reconcile, process, and... ...issues, problems, or opportunities and determines whether action is needed. Seeks the perspective of others and re-examines assumptions...SuggestedWork from home$104k - $130k
...understand the needs and expectations of customers. Take whatever action is appropriate and required to get the job done and to... ...split your time between working remotely and being on-site at our Corporate office in Rock Hill SC. Contact Information Talent Acquisition...Work experience placementWork at officeLocal areaRemote workOverseasVisa sponsorshipFlexible hours- ...protected by applicable law. In addition, as a federal contractor, Continental complies with government regulations, including affirmative action responsibilities for qualified individuals with a disability and protected veterans, where they apply. To be considered, you must...For contractorsInternshipWorldwideVisa sponsorshipWork visaRelocation package3 days per week
$100k - $125k
The Business Financial Analyst II, will be a member of the Business FP&A team, supporting... ...position located at one of two sites: Corporate Headquarters in Rock Hill, SC or West Coast... ..., and potential margin improvement actions. Assist in the preparation of annual operating...Temporary workWorldwideFlexible hours$64.79k - $89.09k
...eligible employees. Primary Finance Contact for Branch and District Managers Address finance-related inquiries and provide succinct, actionable analyses in a timely manner Compile and execute month-end journal entry requests which predominantly consist of inter- and intra-...Temporary workWork experience placementInternshipFlexible hoursNight shiftWeekend work$37.5 per hour
...Sr. Business Analyst: Year-End Platform Analytics & Transition Consultant We are a professional staffing firm, working with organizations... ...and deliverables. Maintain issue logs, risk trackers, and action-item summaries. Required qualifications for the position...Hourly pay- ...Description HOW YOU WILL MAKE AN IMPACT The Infrastructure Analyst I is responsible for supporting and optimizing the organization... ...complies with government regulations, including affirmative action responsibilities for qualified individuals with a disability...For contractorsImmediate startWorldwideVisa sponsorshipWork visa
$32.58 - $54.27 per hour
...seeking an analytical, detail-oriented, and highly motivated Data Analyst to join our Financial Planning organization within a leading... ...KPI frameworks that improve performance visibility. Provide actionable insights that influence operational and strategic decisions. Identify...Full timeWork from home- ...Business Systems Analyst (BSA) Wealth Management Location: Fort Mill, SC (Hybrid) Employment Type: Full-Time Role Overview We are seeking a highly experienced and technically strong Business Systems Analyst (BSA) to join a leading Wealth Management organization...Full time
$72.1k - $120.2k
Job Overview The Senior Analyst, Branch Operations role is part of LPL’s Field Management team. Field Management provides end-to-end leadership... ..., equipment and supplies. Responsibilities Partner with corporate real estate, sales, and others to ensure a smooth site...Temporary workWork at officeWork from homeHome office$64.79k - $89.09k
...opportunities! Job Description Summary The Specialty Commission Program Analyst will serve as a subject matter expert for Sunbelt’s sales... ...committees/task force meetings to ensure behaviors align with corporate goals. Intake and filter field compensation plan suggestions...Full timeTemporary workWork experience placementWork at officeFlexible hoursNight shiftWeekend work- Broad River Retail in Fort Mill, South Carolina, is seeking an Accounts Payable - Expense Management Specialist to manage corporate card administration and employee reimbursements. The ideal candidate will have 3-5 years of experience in Accounts Payable or expense management...
- 2 Candidate Submittal Slots, New High Level Policy **Please strictly adhere to the following resume naming convention: ALL CAPS, NO SPACES B/T UNDERSCORES Bill Rate market rate - market rate PTN_US_GBAMSREQID_CandidateBeelineID i.e. PTN_US_9999...
$74.98k - $125.04k
...Senior Analyst Where ambition meets innovation Build a career that matches all your initiative with an impressive dose of innovation... ...Position Reporting (LOPR) filings with the Options Clearing Corporation (OCC). Short Interest filings with the Financial Industry...Work from home$20 - $30 per hour
...they reached conclusions, and communicate where human review or stakeholder validation is needed. Our client is looking for a Data Analyst to support a high-priority Technology Governance initiative focused on building a current, complete, and accurate business...Contract workTemporary work- LPL Financial LLC is seeking a Senior Analyst to support the Regulatory Trade Reporting team. This role involves preparing daily regulatory reports and collaborating with various teams to ensure compliance. The ideal candidate has over 5 years of Broker-Dealer Operational...
- ...The Business Analyst, Pricing and Underwriting , is responsible for the compilation, analysis, and reporting of data to support pricing... ...Create and maintain custom data-mining queries to produce actionable insights for pricing and business strategy. Analyze...Full timeTemporary workWork at officeRemote workWork from home
$80.75k - $134.52k
...financial goals. Job Overview The Senior Insurance Product Analyst plays a critical role in optimizing the firm's insurance... ...performance reporting to leadership Identify trends and recommend actions to enhance service delivery and advisor satisfaction Act as...Work from home- ...Solutions LLC | Data Analysis, Python, Matplotlib Key Qualifications Strong experience as a Scrum Master and/or Technical Business Analyst. Proven background in Wealth Management or Asset Management. Hands ‑on experience working in Agile / Scrum environments. Solid understanding...Full time
- ...FocusKPI is looking for a Marketing Operations Analyst to join one of our clients, a high-tech SaaS company. As a Marketing Operations... ...and Reporting: Design and execute data analyses to derive actionable insights, providing stakeholders with regular reports on marketing...Full time
$63.86k - $106.4k
LPL Financial is seeking a Supervision Performance & Automation Analyst in Fort Mill, SC. This role involves supporting automated workflows using Alteryx to enhance operational efficiency. The ideal candidate will have a collaborative mindset and solid experience in data...- RoundPoint Mortgage Servicing LLC in Fort Mill, SC seeks an experienced mortgage servicing professional to support operations and investor accounting. You will analyze accounts and processes, resolve issues, and help implement improvements across servicing workflows. The...
- ...drug screen, background check, and have a satisfactory driving record in accordance with the company’s driving (MVR) policy. Corporate Information: ESP is a multi-discipline engineering design and consulting firm providing our clients with civil engineering, surveying...Temporary workRelocation packageFlexible hours
- Harvard Risk Management Corporation in Rock Hill, SC, is seeking to hire agents to provide an array of vital services including risk management consulting, data security, and identity theft solutions. As an agent, you'll benefit from exceptional training and guidance from...
$80.75k - $134.52k
...pursue their financial goals. Job Overview The Senior Product Analyst partners closely with Product Management, Technology,... ...coordinating across teams, and translating business objectives into actionable product outcomes. Responsibilities: Product Analytics & Measurement...Full timeWork from home- Legrand in Fort Mill, South Carolina is looking for a qualified individual for a position focused on data analysis and inventory management. This role will involve significant interaction with management and staff to enhance operations through effective processes and reporting...
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