2 часа назад
Corporate Action Operations Specialist (Financial Services)
60 000 - 75 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Corporate Action Operations Specialist (Financial Services): Processing and reconciling corporate action events across accounting, trading, custody, and internal platforms with an accent on transaction accuracy, tax classifications, client requests, and risk mitigation. Focus on resolving cross-platform differences, reviewing event data and positions, supporting voluntary corporate actions, and improving operational workflows.
Location: New York City, United States; hybrid with a minimum of three days per week in the office
Salary: $60,000–$75,000 base salary per year plus annual bonus target
Company
is a global financial services firm providing investor services, capital partner solutions, specialist expertise, and technology-enabled client management.
What you will do
- Process corporate action events accurately and on time across accounting and trading platforms.
- Reconcile daily activity and resolve differences across multiple platforms and operational reports.
- Validate dividend gain classifications and post tax withholding, fees, and related account updates.
- Review positions and event data, including voluntary corporate actions, with appropriate documentation.
- Respond to client inquiries, process requests, and resolve account issues, escalating time-sensitive matters when needed.
- Support account openings, account closings, reporting, team coverage, and process improvement initiatives.
Requirements
- Experience in operations, financial services, asset servicing, corporate actions, custody, or a related function is preferred.
- Strong attention to detail and the ability to review, reconcile, and validate data accurately.
- Ability to manage multiple priorities, meet deadlines, and follow established procedures.
- Strong analytical, problem-solving, communication, collaboration, and client service skills.
- Comfort working with multiple systems, reporting tools, and operational workflows.
- Must work from the New York City location at least three days per week.
Culture & Benefits
- Partnership-oriented environment focused on long-term client and employee relationships.
- Collaborative culture with opportunities to contribute ideas and work across the organization.
- Mentoring and professional development from experienced leaders.
- Benefits include long-term savings, healthcare, income protection, professional development opportunities, and time off.
- Compensation includes base salary, discretionary bonuses, and profit-sharing.
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