Operations Analyst

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Job Description

The Data Operations Analyst will primarily be working with Wolter Kluwer's GainsKeeper.
GainsKeeper is a suite of automated tax-smart trading tools that help brokers, fund companies (mutual funds and hedge funds), institutions, and individual traders and investors calculate, track and report corporate actions, cost basis, capital gains and losses, and wash sales.

The Data Operations Analyst is part of the Corporate Action team and responsible for the following tasks. This is a team based position that will also include assigned individual responsibilities.

Responsibilities
* Day to day data monitoring, researching, processing and verification of corporate actions.
* Verify corporate action events and various vendor related reports.
* Documenting the changes in the data.
* Interpret corporate action specific data, taxability, and cost allocation based on vendor provided information and pricing.
* Provide ongoing support to the maintenance of the GainsKeeper security master file, which includes but is not limited to the reconciliation of fixed income securities.
* Responsible for issue resolution with third party vendors, support of client specific applications and ad hoc projects.

Requirements
* Minimum of 2 years of experience as a Data Operations Analyst or Corporate Actions Analyst
* Bachelors degree
* Strong Corporate Actions experience
* Previous Operations/Financial services experience
* Knowledge of both Mandatory and Voluntary corporate actions
* Knowledge of both Foreign and Domestic corporate actions
* Working knowledge of fixed income securities and their attributes
* Cost basis accounting knowledge
* Bloomberg experience a plus
* Ability to work on a team and independently
* Detail oriented
* Analytical thinker
* "Can do" attitude
* Excellent communication (written and oral)
* Social skills
* Fluency in English

About Wolters Kluwer

Wolters Kluwer (www.wolterskluwer.com) is a market-leading global information services company. Professionals in the areas of legal, business, tax, accounting, finance, audit, risk, compliance, and healthcare rely on Wolters Kluwer's leading, information-enabled tools and solutions to manage their business efficiently, deliver results to their clients, and succeed in an ever more dynamic world.
We are an equal opportunity employer and committed to a diverse workforce.

Our Interview Practices

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we're getting to know you-not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process