Business Analyst

Overview

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

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

About FDM

FDM powers the people behind tech and innovation. We spot trends, find top talent, and help businesses stay ahead.

With 35+ years of experience, we coach, mentor, and launch fresh thinkers from diverse backgrounds into world-class careers. Partnering with top global companies, we deliver the right talent at the right time—while guiding our people toward exponential growth.

• 🌍 Global impact – 18 centers across North America, APAC, the UK, and Europe
• 🚀 25,000+ careers launched – and counting
• 🤝 300+ trusted client partners

Additional Considerations

FDM Group, Inc. is registered to operate and hire employees in select states within the US. We will consider employment applications exclusively from candidates who are either residing in one of the following states or willing to relocate to them: Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, New York, Pennsylvania, Tennessee, Texas, Utah, and Virginia.