Core Ops Corporate Actions Associate Senior
Core
Executes and processes complex corporate action events end-to-end, managing manual interventions, trading, valuation, NAV, and financial reporting for investment clients.
Role type
Senior operational associate (corporate actions)
Builds
Corporate action processing workflows and investment instruction execution
Domain
Asset Management / Securities Operations
Required skills
Securities operations knowledge, Corporate action event analysis, Financial reporting, Accounting principles, Excel proficiency, Regulatory compliance, Risk assessment, Process improvement, Stakeholder liaison, Team training
Preferred skills
None stated
Technologies
Excel, Microsoft applications
Responsibilities
Prepares complex activity requiring manual intervention and broad upstream/downstream consideration; Analyzes impact of corporate action events and reaches out to impacted parties; Monitors assigned standard events to ensure instructions are provided prior to deadline; Executes investment decisions and sends instructions on corporate actions; Works with teams on processing events requiring order entry and eligibility criteria; Answers standard inquiries from business partners; Performs self-review and peer review of production work; Identifies and assesses business risk and recommends solutions; Models skills and provides training to new associates; Serves as liaison between internal/external clients and outsourcing providers; Identifies process improvements and implements best practices.
Seniority
Senior, hands-on IC