Senior Corporate Actions Analyst

Location: Dallas, TX, United States

Salary: $79,000–$107,000 USD annually

Company

hirify.global is building an AI platform for wealth professionals and partnering with financial advisors to improve the delivery of financial advice.

What you will do

• Monitor, review, and process mandatory and voluntary corporate actions, including mergers, splits, rights issues, tender offers, and warrants.
• Oversee dividends, interest, withholding, tax treatment, and cost-basis adjustments.
• Manage event announcements, elections, allocations, entitlements, reconciliations, and related deadlines.
• Coordinate with clients, custodians, DTCC PBS/CA Web/AIP, and proxy agents to collect and submit elections.
• Implement maker-checker controls, exception dashboards, KPIs, and audit-ready evidence.
• Partner with Product and Engineering on workflow modernization, UAT, straight-through processing, platform enhancements, vendor relationships, and process documentation.

Requirements

• 3+ years of experience in brokerage, clearing, or custody operations focused on corporate actions, dividends, or income processing.
• Strong knowledge of DTCC PBS and mandatory and voluntary event types, timelines, market standards, tax, and cost-basis implications.
• Bachelor’s degree or equivalent experience.
• Series 99 required or obtainable within 90 days; Series 7 preferred.
• Familiarity with SQL, Python, or another coding language, plus practical use of AI in daily functions.
• Strong communication, ownership, resilience, assurance, and creative problem-solving skills.

Nice to have

• Hands-on experience with FIS and XSP/Phase3/XSP CA platform.
• Experience with alternatives or OCC option adjustments.
• People leadership experience.

Culture & Benefits

• Office facilities are available in Culver City, San Francisco, and Dallas.
• Competitive pay and equity for eligible positions.
• Healthcare, dental, and vision insurance, plus a 401(k) plan with a 4% match and immediate vesting.
• Sixteen weeks of paid parental leave after one year of employment.
• Professional development opportunities, an employee mobility program, and an annual learning and development budget.
• One month of work from anywhere per year, with exceptions for certain countries, along with company discounts and financial guidance resources.