Senior Analyst, Corporate Actions at Virtus

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Investment ManagementIndustries

Requirements

Bachelor’s degree with 7+ years of related experience
Prior experience with fixed income corporate actions processing at a custodian bank, asset manager, or hedge fund
Experience in a multi-boutique or large investment management organization is a plus
Experience in fixed income securities, equities, derivatives, corporate actions, foreign exchange, and trade settlements
Proficiency with Microsoft Word and Excel
Strong people skills
Demonstrated ability in being flexible and collaborating with stakeholders and colleagues at all levels
Exceptional diligence and proficient documentation skills
Ability to work independently and in a team
Work well under pressure and comfortable with change and complexity
Strong verbal, written communication, and comprehension skills
Ability to manage multiple competing deadlines and tasks

Responsibilities

Corporate Action Processing: Identify, communicate, and process corporate action notices and responses, ensuring timely and accurate execution
Corporate Actions Oversight: Oversee information, communications, and verification of all fixed income corporate action/income events, ensuring processes and procedures are followed
Business Analysis and Process Improvement: Identify solutions for business processes, recommend enhancements, and collaborate with teams to streamline processes and create efficiencies
Discrepancy Resolution: Monitor corporate actions with custodian banks and resolve any discrepancies as necessary
Training and Development: Provide training, coaching, and development for new and existing trade operations team members related to corporate action processing

Skills

Corporate Actions

Trade Operations

Investment Operations

Risk Mitigation

Compliance

Data Analysis

Workflow Optimization

Virtus

Insurance brokerage specializing in customized solutions

About Virtus

Virtus Insurance provides tailored insurance solutions for businesses, focusing on the commercial insurance market. The company offers customized strategies for managing property and casualty insurance as well as employee benefits. By employing experienced consultants, Virtus Insurance assesses clients' specific needs and areas of exposure to deliver effective solutions. Unlike many competitors, Virtus emphasizes building strong, long-term relationships with clients, allowing for ongoing support and adaptation of insurance strategies. The Property and Casualty Unit is known for its meticulous risk assessment, while the Employee Benefits Unit focuses on creative, data-driven strategies to enhance employee benefits. The goal of Virtus Insurance is to reduce risk and save money for its clients through personalized service and expertise.

Overland Park, KansasHeadquarters

2013Year Founded

SECONDARY_PRIVATECompany Stage

Consulting, Financial ServicesIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Hybrid Work Options

Risks

Competition from InsurTech startups may erode Virtus's market share.

Rising interest rates could affect insurance product pricing.

Stricter data privacy regulations may increase compliance costs for Virtus.

Differentiation

Virtus offers highly customized insurance strategies tailored to client needs.

The company focuses on building strong, long-term client relationships.

Virtus employs experienced consultants for precise risk assessment and innovative solutions.

Upsides

Growing demand for cyber insurance presents new expansion opportunities for Virtus.

AI-driven underwriting can enhance Virtus's data-driven consulting services.

Increased focus on mental health benefits aligns with Virtus's employee benefits offerings.

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