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Corporate Actions Analyst
The Data Integrity department ensures that the online data our advisors use to manage their clients’ investments are accurate and up-to-date.
Return to Open Positions
As a corporate actions analyst, your responsibilities would include:
- Researching daily corporate action events for cost basis allocation, taxability, etc.
- Processing events into our proprietary portfolio accounting system
- Researching historical corporate action events
- Working with the reconciliation and service teams to resolve corporate actions-related issues
The ideal candidate would also meet the following requirements:
- College degree
- 3–5 years of experience in the financial services industry
- Experience with corporate actions processing
- Experience with CCH and/or Interactive Data Corp a plus
- Proficiency in Microsoft Excel
- Strong attention to detail
- Team player
A Best Place to Work, a Great Place to Be
Commonwealth Financial Network®, an independent broker/dealer based in Waltham, Massachusetts, and San Diego, California, has been recognized 18 times as a Best Places to Work by such publications as the Boston Globe, the San Diego Business Journal, and Computerworld.
Commonwealth Financial Network is an equal opportunity employer.
Waltham, MA, position
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