Core Ops Corporate Actions Associate Senior
Core
Executes and processes complex corporate actions (dividends, splits, mergers) for investment portfolios, ensuring compliance and accurate financial reporting.
Role type
Senior IC corporate actions operations associate
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, Regulatory compliance, Excel proficiency, Accounting principles
Preferred skills
Process improvement, Cross-functional collaboration, Training new associates, Risk assessment
Technologies
Excel, Microsoft Office Suite
Responsibilities
Prepares complex corporate action activities requiring manual intervention; Analyzes impact of corporate action events and communicates with impacted parties; Monitors standard events to ensure timely instructions; Executes investment decisions and verifies compliance with guidelines and tax rules; Performs self-review and peer review of production work; Identifies and assesses business risks and recommends solutions; Provides operational guidance on internal controls and identifies process improvements.
Seniority
Senior, hands-on IC