Corporate Actions Team Leader Senior Associate

State Street; Polska; On-site; PLN 120,000 - 180,000; Full time

Job summary

A leading global financial services firm is seeking a Senior Associate for its Corporate Actions Team in Poland. The role involves auditing, processing client instructions, and managing transactions in Investment Books of Records (IBOR). Key responsibilities include supporting complex corporate actions, leading a team, and ensuring risk management. Candidates must have experience in Corporate Actions and strong communication skills. The position offers a competitive salary starting at zł87,000 annually and a permanent contract with various employee benefits.

Benefits

Permanent contract from day one

Additional holidays

Gold Medical Package

Premium life insurance package

Wide range of training programs

Volunteer opportunities

Variety of well-being programs

Qualifications

• Proven experience in Corporate Actions environment is a must.
• Understanding of Corporate Action Lifecycle.
• Knowledge of Swift Messaging Standards (ISO 15022).
• Fluent in written and spoken English.
• Good knowledge of financial instruments.
• Good knowledge of Custody Banking.
• Experience in supervising a team is an advantage.

Responsibilities

• Provide support and control over complex corporate action events.
• Train and coach team members.
• Account transactions in Investment Books of Records (IBOR).
• Prioritize workloads for managers.
• Ensure effective risk management.
• Support projects aimed at improving corporate action products.
• Provide coverage in the absence of team members.

Skills

Strong communication and inter-personal skills

Collaborative

Willingness to learn

Positive approach

Team player

Idea generator

Ability to work accurately to deadlines

Education

Degree level education (preferred)

Tools

Microsoft Office Package

Job description

Corporate Actions Team Leader – Senior Associate

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.

End Date: January 31, 2026

For further information, and to apply, please visit our website via the “Apply” button below.