CareerPlan

Analyst, Corporate Actions

MassachusettsFull-time$75k–$85k2026-11-06 → 2026-11-10

Core

Managing the full lifecycle of corporate actions events, ensuring accurate processing of income and entitlements for investment portfolios.

Role type

Junior operational analyst (corporate actions)

Builds

Accurate corporate action processing and entitlement reconciliation for investment portfolios

Domain

Asset management / Financial services

Required skills

Corporate action lifecycle knowledge, Prime broker/custodian operations, Event reconciliation, Exception management, Process documentation, Excel proficiency

Preferred skills

Asset servicing experience, Technology automation interest, Global market knowledge

Responsibilities

Support processing of mandatory and voluntary corporate actions, Review and validate event details from prime brokers and custodians, Communicate event information to investment and trading teams, Monitor event progress and reconcile cash and stock entitlements, Perform daily operational processes and controls, Contribute to process improvements and new platform implementation

Seniority

Junior, 0–2 years experience