Corporate Actions Team Leader – Senior Associate

State Street; Kraków; On-site; PLN 78,000 - 96,000; Full time

Benefits offered by this job

Permanent contract

Birthday off

Medical package for employees and aes

Life insurance

Pension plan

Training programs

Volunteer days

Well-being program

Job summary

State Street is seeking a Senior Associate in Corporate Actions to handle high‑risk processes, process instructions, and audit confirmations in IBOR for global market events. The role partners with global custodians to confirm entitlements and allocates workload for the team, ensuring BAU and escalation paths are clear.

The role requires a strong background in Corporate Actions, ISO 15022 standards, and a solid English facility, with a degree preferred.

Qualifications

• Proven experience in Corporate Actions is required.
• Understanding of Corporate Action Lifecycle.
• Knowledge of Swift Messaging Standards (ISO 15022).
• Excellent English communication, financial services background.

Responsibilities

• Act as an Expert of an operating team handling complex corporate actions.
• Provide training and coaching to team members.
• Account transactions in Investment Books of Records (IBOR) and reconcile entitlements.
• Prioritize workload and ensure daily tasks are completed.
• Support risk management and end-of-day reporting with escalation when needed.
• Act as SME on projects to improve corporate actions products.

Skills

Corporate Actions

Swift ISO 15022

English fluency

Financial instruments

Custody banking

Microsoft Office

Team supervision

Education

Bachelor's degree (preferred)

Job description

Minimum Salary

zł87,000 Annual

Background

State Street Corporate Actions consists of approximately 900 individuals with presence in 6 locations Globally carrying out an end to end Corporate Action process within both a custody and

Role Purpose

An excellent opportunity has arisen at the senior associate level within Corporate Actions which involves carrying out a high risk function within the operation. The successful candidate’s responsibilities primarily include processing instructions and auditing confirmation as well as accounting transactions in Investment Books of Records (IBOR) for respective allotted clients for Global market events within a Middle Office or Custody environment. This will also involve working closely with Global (Sub) Custodians around the entitlement confirmation process on behalf of a diverse client base. Senior Associate perform allocate workload for rest of the team, close BAU with EON checks, act as first point of escalation.

Role Responsibilities

• Act as an Expert of an operating team providing support and control over complex and time critical corporate action events and transactions.
• Provide training and coaching to team members
• Account transactions in Investment Books of Records (IBOR) for respective allotted clients and reconciling entitlements.
• Assist managers by prioritizing the workload and ensure daily tasks are completed
• Ensure effective risk management by coordinating or completing end of day management reporting and ensuring timely escalation and resolution of pertinent issues.
• Act as a subject matter expert support on projects and initiatives aimed at improving the corporate action product.
• Provide coverage in the absence of team member or First Line Manager.
• As assigned process and/or resolve complex issues such as, but not limited to analyze and research Corporate actions across the globe
• Assist and co-ordinate procedural changes to the current process
• Identify areas where a process can be automated
• Deliver effective client service

Key Knowledge/Qualifications/Experience

• Proven experience in Corporate Actions environment is a must
• Understanding of Corporate Action Lifecycle
• Knowledge of Swift Messaging Standards (ISO 15022)
• An excellent understanding of the financial services industry
• Fluent in written and spoken English
• Good knowledge of financial instruments
• Good knowledge of Custody Banking
• Proficiency in Microsoft Office Package
• Educated to a degree level (preferred)
• Experience in supervising a team is an advantage but is not essential.

Skills/Competencies

• Strong communication and inter-personal skills essential
• Acts collaboratively
• willingness to learn
• Positive approach
• Team player
• Idea generator
• Demonstrates ability to work accurately and to daily deadlines

Minimum Salary

zł87,000 Annual

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.

We Offer

• Permanent contract from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold Medical Package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs
• Additional benefits available depending on the seniority of the role

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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