1 866 299 8667 (Free) 1986 rue Saint-Antoine O Montréal, QC H3J 1A5 Mon - Fri 9.00 - 17.00.

Corporate Actions Support Specialist


We are currently seeking a Corporate Actions Support Specialist to join our Montreal office. The candidate is an undergraduate in a related field with 3 to 5 years of experience in operations and with investment and/or financial background. We are looking for a driven, talented individual with an excellent understanding of the products, processes, and technologies used in the organizations of the investment industry. The candidate should possess an entrepreneurial attitude, be comfortable in taking initiative and suggesting new ideas, processes, and improvements. As a Corporate Actions Support Specialist, the candidate will also be responsible for processing voluntary and mandatory corporate reorganizations events to client accounts. The work location is: Downtown Montreal.


  • Responsible for carrying out timely & accurate interpretation and gathering and processing of
    high risk and complex Canadian, US and Foreign voluntary and mandatory corporate
    reorganizations within internal corporate action and accounting platforms.
  • Responsible for reviewing and summarizing Legal Documents, including offering circulars,
    prospectus, Letters of Transmittal. This also includes all depository bulletins associated with
    corporate action events (CDS, DTC, BONY).
  • Communicate accurately and timely to the Portfolio Managers, Assistant Portfolio Managers,
    Client Service Administrators, and Traders.
  • Responsible for tracking trading activity during the due bill period on stock splits and stock spinoffs to reduce the level of risk and financial impact
  • Responsible for obtaining and understanding potential tax implications from a prospectus on
    particular stock spin-offs, stock dividends, and redemptions.
  • Responsible for the timely and accurate reconciliation of internal accounts on a daily basis.
  • Responsible for resolution of all outstanding securities and cash balances within specific capital
    reporting timelines.
  • Responsible for the timely and accurate processing of proxy and class action activities in
    addition to the distribution and handling of shareholder communications.
  • Provide support services to Portfolio Managers, Assistant Portfolio Managers, and Client Service
    Administrators. Also, provide assistance with respect to Corporate Action inquiries to Equity and
    Bond traders.
  • Build working relationships with peers within the industry (both external and internal).
  • Participate in projects to improve business processes and /or client service.
  • Assist in the development of procedures for industry initiatives when required.

Required qualifications

  • Solid understanding of relevant systems – Advent, Depositories (CDS, DTC, BONY, Euroclear)
    along with MS Word and Excel
  • 3-5 years’ work experience (Investment industry experience preferred)
  • Related undergraduate University degree
  • Strong Knowledge and understanding of own department’s products and services (tenders,
    offers, rights, warrants, consolidations, name changes, bankruptcies, redemptions, mergers and
    plan of arrangements)
  • Bilingual (English and French)


  • Organized with meticulous attention to detail
  • Enjoys working within a small team
  • Strong numeracy skills
  • Attention to detail
  • Proven time-management skills, sense of urgency
  • Excellent communication skills, both written and verbal
  • Willingness to learn and adapt to change
  • Reliable with a good sense of judgment
  • Investment industry experience preferred (Brokerage, Investment or Trust Company)
  • Good knowledge of MS Excel
  • Capacity to learn new systems and processes


This job has expired.