Corporate Actions Associate
Core
Serve as the main point of contact for global Corporate Action processing, entitlement/liability management, and system development to support front office research and operational needs.
Role type
Senior operational specialist (Corporate Actions)
Builds
Global Corporate Actions event management system and automation logic
Domain
Financial services / Fixed Income, Equities, FX, Commodities
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Corporate action lifecycle expertise, entitlement and liability processing, prime broker/custodian reconciliation, vendor data management, equity reference data knowledge, operational project management
Preferred skills
Experience with Corporate Action vendor portals, system logic definition for automation
Technologies
Event management systems, prime broker portals, equity instrument reference data
Responsibilities
Review and validate global dividend and event details, resolve exceptions and risks, oversee entitlement and liability processing, monitor voluntary corporate action elections, reconcile entitlements against broker reports, partner with technology to build and test the event management system, suggest risk and coverage model improvements
Seniority
Mid-Senior, hands-on IC