Business Analyst (Corporate Actions)

FDM Group

$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years in corporate actions or income event processing
  • Strong business analyst background in financial services
  • Expertise in announcements, entitlements, elections, and payments
  • Experience with documenting business requirements related to US/UK tax
  • Technical knowledge of CAIP or similar systems; familiarity with ISO 20022 and SWIFT messaging
  • Excellent collaboration and communication skills

Responsibilities

  • Lead sessions with stakeholders to define requirements
  • Process voluntary and mandatory corporate actions
  • Analyze corporate action announcements and calculate entitlements
  • Liaise with custodians, brokers, and internal teams
  • Report to portfolio managers and clients on corporate actions
  • Resolve client issues within agreed service levels
  • Maintain thorough documentation of processes

Benefits

  • Remote work with no in-office requirement
  • Opportunity for project extension beyond the initial 12-month period
  • Engagement with a prestigious client in the finance sector
  • Work on an award-winning cloud-based platform
  • Collaborative environment with cross-functional teams
Full Job Description
Über die Rolle

This position requires the successful candidate to work on a W2 directly with FDM. We cannot accept C2C, 1099 or employment sponsorship (e.g. H1-B) for this position.

FDM is seeking a Business Analyst located in New York to support a project in the Finance Sector. Involvement in this project is anticipated to last initially 12 month period but may be extended.

This role will be remote with requirements to be in office 0 days per week.

Das bringst du mit

Overview

Our client is seeking a Business Analyst to work within our Corporate Actions and Income Processing team, supporting the delivery of end-to-end solutions. From capturing events to entitlements, elections, payments, and tax processing and using the award-winning cloud-based platform. Responsibilities: Lead working sessions with stakeholders, SMEs, development teams, and external parties to define functional and non-functional requirements. Process and manage voluntary and mandatory events (e.g., dividends, stock splits, mergers, rights issues), ensuring timely, accurate execution. Analyse and interpret corporate action and income event announcements, calculate entitlements, update positions, and manage income flows. Liaise with custodians, brokers, and internal teams (tax, accounting, portfolio managers) to confirm event details and validation. Provide detailed reporting and notifications to portfolio managers and clients on upcoming corporate actions and related implications. Investigate and resolve client issues within agreed SLAs. Provide support during crisis or incident periods. Apply business-rule governed workflows, rigorous validation, and exception-based processing standards consistent with clients approach. Maintain audit-ready documentation of processes and system changes, aligned with regulatory standards.

About the candidate:

  • 4+ years experience in corporate actions and/or income event processing in capital markets or asset servicing firms
  • Proven business analyst experience in financial services; strong domain expertise in announcements, entitlements, elections, and payments
  • Hands-on experience capturing and documentation of business requirements (US/UK tax, entitlements, withholding claims)
  • Technical familiarity with CAIP or similar systems; understanding of ISO 20022, SWIFT messaging Strong collaboration skills: liaising with custodians, brokers, accounting, and client teams
  • Excellent problem-solving, communication, and stakeholder-engagement abilities


Das erwartet dich

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