The Asset Services Oversight Analyst – Corporate Actions is responsible for providing independent oversight of corporate action processing performed by custodians, agents and internal front office Investment team, and middle office operations teams. The role ensures timely, accurate, and compliant handling of corporate action events across global funds and mandates, with a strong focus on risk mitigation, election oversight, entitlement validation, and service provider accountability.
This position plays a key role in identifying operational risk, overseeing complex and high‑impact corporate action events, challenging service provider outcomes, and ensuring issues are escalated and resolved in line with governance expectations.
Qualifications
Required
- 3–5+ years of experience in Corporate Actions, Asset Servicing, or Investment Operations within an asset manager or custody environment.
- Strong hands‑on understanding of corporate action event types, elections, entitlements, and settlement impacts.
- Experience overseeing or interacting with custodians, agents or service providers.
- Demonstrated ability to assess operational risk and manage high‑impact exceptions.
- Strong written and verbal communication skills, including clear escalation and documentation.
- Highly detail‑oriented, analytical, and comfortable working independently in an oversight role.
Preferred
- Prior experience in an Corporate Action preferred.
- Exposure to complex events (bankruptcies, restructurings, tender offers, exchanges).
- Strong Excel and reporting capabilities.