Corporate Actions Associate

Skills

About the Role

You will oversee voluntary and mandatory corporate actions across global markets. You will manage risks and controls, review elections and entitlements, resolve exceptions, analyze root causes, improve processes, and mentor analysts.

Requirements

• 5+ years of experience in asset management, securities operations, middle office, custody, asset servicing, or financial services.
• Knowledge of financial markets, investment operations, and the securities lifecycle.
• Analytical and problem-solving skills for investigating operational exceptions and root causes.
• Written and verbal communication skills and cross-functional collaboration ability.
• Bachelor's degree or equivalent relevant experience.
• Data literacy and proficiency with Microsoft Excel.

Responsibilities

• Manage voluntary and mandatory corporate action events and operational risks.
• Oversee controls and compliance with established procedures.
• Review high-risk elections, entitlement calculations, and event-processing activities.
• Investigate exceptions, resolve issues, and escalate appropriately.
• Perform root-cause analysis and implement corrective actions.
• Partner with technology and business stakeholders on automation and process improvements.
• Support management reporting, risk monitoring, and operational metrics analysis.
• Strengthen corporate-actions control frameworks.
• Mentor analysts on event processing, risk management, and operational practices.
• Contribute to business initiatives, platform changes, and operating-model transformations.

Benefits

• Retirement investment tools
• Education reimbursement
• Physical-health resources
• Emotional-well-being resources
• Family support programs
• Flexible Time Off