Class Actions & Proxy Analyst

Experience from 0 to 1 Years

Job Title: Class Actions & Proxy Analyst

Experience Level: Fresher (0 Years)

Location: Pune, India

Work Shift: 4:00 PM to 12:30 AM IST (Evening Shift)

Employment Type: Full-Time

Role Overview

We are looking for motivated Freshers looking to kickstart their career in Investment Banking & Capital Markets Operations. As a Class Actions & Proxy Analyst, you will join an Institutional Investment Operations team responsible for monitoring, analyzing, and executing class action claims and proxy voting events. You will work closely with global operations teams to ensure complete voting compliance, process accuracy, and timely claim filings.

Key Eligibility Criteria (Must-Have)

• Experience: Freshers only (Batch 2024 – 2026 graduates looking to build a career in Investment Banking).

• Education: Graduate/Postgraduate degree in Finance, Commerce, Economics, or Business Administration from Tier 2 colleges and above.

• Certification: Imarticus Learning Certification is required.

• Domain Knowledge: Strong foundational understanding of Capital Markets, Proxy Voting, and Corporate Actions / Class Actions.

• Shift Alignment: Willingness and flexibility to work in the 4:00 PM to 12:30 AM IST shift.

Key Responsibilities

• Proxy Voting Operations:

  • Monitor and report daily on unvoted proxy meetings.

  • Quality check (QC) proxy votes against third-party research, advisement guidelines, and internal proxy voting manuals prior to final sign-off.

  • Prepare and deliver daily, monthly, and quarterly proxy voting reports.

• Class Actions Processing:

  • Support end-to-end class action administration, including executing trial balances, case certifications, and Proof of Claim (POOF) generation.

  • Perform buy/sell transaction reviews, name and address validations, and deficiency remediation.

  • Reconcile account holdings and transactions to ensure accurate claim recovery.

• Quality Control & Operational Rigor:

  • Act as a core QC check for institutional operational workflows.

  • Maintain up-to-date Standard Operating Procedures (SOPs) and process maps.

  • Identify potential workflow discrepancies, resolve operational inquiries, and escalate exceptions promptly.

Required Skills & Competencies

• Technical Skills: Practical command of MS Office applications, specifically MS Excel (vlookup, pivot tables, data sorting, basic formulas).

• Analytical Skills: Sharp attention to detail with an ability to review complex transaction data and detect discrepancies.

• Communication: Clear, confident written and verbal communication skills to collaborate effectively with global operational teams.

• Drive & Adaptability: Eagerness to learn complex investment banking workflows and thrive in a fast-paced environment.