Senior Analyst, Entitlements, Privileges and Corporate Actions

Founded in Montreal in 1846, Laurentian Bank is committed to serving its customers and fostering deep relationships with specialized groups. Laurentian Bank runs operations across Canada – primarily in Québec and Ontario – as well as in the United States and competes where it sees market opportunity and has an edge, while harnessing the power of partnerships and collaboration.

This role sits within Laurentian Bank Securities.

As a Senior Analyst, you will be responsible for operational activities related to Entitlements & Income Processing (Dividends & Interest) and Corporate Actions (Reorganizations). Acting as a subject matter expert, you will contribute to the development and review of procedures and policies, as well as participate in various projects related to these activities.

Responsibilities

• Manage the daily processing of Corporate Actions activities across all business lines.
• Gather, compile, and verify the accuracy of maturity payments, interest payments, dividend payments, and corporate action events.
• Analyze and interpret information received from various paying agents to process payments and/or transactions in client accounts.
• Oversee the Dividend Reinvestment Program (DRIP).
• Prepare claims with other firms when necessary and receive and validate claims submitted by external parties.
• Research information related to all types of corporate action events and communicate findings to relevant stakeholders.
• Analyze and process conversion, expiration, redemption, exchange, and tender offer requests in client accounts.
• Adhere to established standards and recommend improvements to simplify and optimize processes.
• Support the coordinator with the reconciliation of internal departmental accounts, analyze discrepancies, document findings, and make necessary corrections.
• Document and maintain procedures related to departmental activities.
• Provide technical support to team members by answering questions and handling complex cases.
• Serve as a key resource for various operational teams and the organization as a whole.

Qualifications

• College diploma, university degree, or equivalent, with more than 5 years of experience in the brokerage industry.
• Knowledge of IBM OSS systems (now Kyndryl), including Entitlement, CDS, DTC, Arrow, and Broadridge platforms.
• Strong organizational and prioritization skills.
• Excellent analytical and problem-solving abilities.
• High level of autonomy and initiative.
• Strong team player with a collaborative mindset and commitment to client service.
• Advanced computer skills, particularly with the Microsoft Office Suite, especially Excel.
• Bilingualism (spoken and written) in French and English*.

*Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.
What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering:

• The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
• Total compensation: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
• Work model: We prioritize a hybrid work model based on business needs.
• Stock purchase plan: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
• Time off: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.
• Health and wellness: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
• Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
• Financial benefits: As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA

We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

We also use artificial intelligence (AI) tools during parts of our recruitment process to support fair and efficient hiring decisions.