Conning ยท 2 weeks ago
Analyst, Trade Operations
Hartford, CT
Full-time
Onsite
New Grad, Entry LevelConning is a leading global investment management firm specializing in serving the insurance industry. They are seeking an Investment Trade Operations Analyst to facilitate daily responsibilities within the Corporate Actions group, ensuring timely and accurate processing of custodial communications and investment trading activity.
Financial ServicesInsurance
Responsibilities
Research, analyze, validate, and normalize information received for corporate actions from external vendors and custodians ensuring that all entitlements are verified and processed into the accounting and trading systems in a timely and accurate manner
Distribute voluntary actions to portfolio managers and monitor through execution
Monitor corporate actions executed by portfolio managers and communicate with custodians to ensure actions are completed
Research problems to identify and proactively correct solutions
Interpret financial news to source documents
Work with custodians and accountants to ensure proper reporting
Responsible for building relations with vendors to receive optimal service and information to process actions
Qualification
Required
Bachelor's Degree in Accounting, Business, or Finance
Knowledge of Investments and/or Investment Accounting a plus
Able to meet time sensitive deliverables
Ability to work under strict time constraints and prioritize workload
Client services orientated and ability to meet customers' needs
Ability to communicate effectively in both written form and orally
Working knowledge of Microsoft Office products
Meet daily operational timelines
Ability to foster understanding of other operational group functions to better facilitate resolution of internal and external requests
Detail Oriented
Preferred
Working knowledge of Crystal, Simcorp, GAIN, SQL, and Bloomberg
Comprehension of Corporate Actions and accounting for Corporate Actions
Understanding of Investment Operations and various functions
Company
Conning
Conning is a global provider of asset management, risk management, capital management and industry research services.
Founded in 1912
201-500 employees
H1B Sponsorship
Conning has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2021 (1)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown2023-07-06Acquired
1997-12-16IPO
Leadership Team
Woody E. Bradford
Chief Executive Officer and Chair of the Board
Recent News
2025-12-02
2025-11-05
Company data provided by crunchbase