Description

Job Description:
Responsibilities:

  • Understand the entire lifecycle of a securities class action or similar matter. Determine what data is required and define how that data, as well as our business rules, will translate to the Plan of Allocation applications.
  • Develop and publish technical specifications, requirements, test claims and other documentation, as required, specifically as it relates to the calculation module.
  • Using tools such as Excel, SQL Server, Oracle and others to analyze data ensuring requirements are being met.
  • Accommodate Client and Senior Client, as well as the Claims Team with nominee outreach including but not limited to questions on recognized loss, eligibility of securities, filing eligibility and the application of the Plan of Allocation
  • Assist Client and Senior Client with the Final Review of a case, including audits of top claims, duplicates and price per share outliers and other
  • Review all submitted data (trade date, securities, etc.) to ensure it complies the with the Plan of Allocation and requirements of the settlement
  • Create standard queries that can pull specific components from the Plan of Allocation and transactional submissions for calculation review.
  • Review Master Proof of Claim file and contact nominees to resolve issues and answer questions.
  • Conduct, or consult in testing of the calculation module to ensure results are acceptable and meet requirements consistent with the approved Plan of Allocation.
  • Interact and correspond professionally with team members, project management, clients, nominees, brokers and other stakeholders.
  • Account for and accurately log time against project work in SAP.

Qualifications:

  • Four-year college degree or equivalent industry experience.
  • 2+ years’ experience as Business Analyst, Data Analyst, Process Specialist, or other roles where business functional requirements are captured and decomposed.
  • Proficient in MS Office tools, particularly Excel.
  • Experience with relational databases
  • Ability to work in an environment with deadlines and shifting priorities.
  • Ability to communicate effectively, both verbally and in writing; ability to adjust for the intended audience. Fluent in English.

Top Required Skills:

  • Degree in finance/accounting
  • prior experience at a reputable Financial institution
  • Efficient in Excel (prior Class action experience would be beneficial but not required)
  • Experience in securities

Education

Any Graduate