Corporate Action Specialist

Dynamics Executive Search; New York (NY); In loco; USD 125.000 - 180.000; Tempo pieno

Descrizione del lavoro

Dynamics Executive Search client, a leading Hedge Fund, is expanding its Corporate Actions team. The role focuses on monitoring, analyzing, and processing global corporate events to ensure timely, accurate outcomes for clients.

Ideal candidates have 4+ years in corporate actions or middle office, strong securities knowledge, meticulous attention to detail, and excellent communication skills. Proficiency with Excel and financial systems is required.

Competenze

• 4+ years of corporate actions, operations, or middle office experience in asset management, hedge funds, or prime brokerage.
• Solid understanding of securities and market instruments.
• Excellent attention to detail and strong organizational skills.
• Effective communicator with internal and client relationships.
• Proficient in Excel and financial systems; tech-savvy mindset.

Mansioni

• Monitor and track corporate actions from issuers, exchanges, and depositories.
• Interpret event terms and assess impacts across securities and investor types.
• Communicate events and deadlines clearly to clients and internal teams.
• Coordinate client instructions with custodians and agents for execution.
• Reconcile outcomes and resolve settlement discrepancies.

Conoscenze

Attention to detail

Communication skills

Excel

Financial systems

Financial knowledge

Strumenti

Bloomberg

SWIFT

DTCC

Euroclear/ Clearstream

Custodian platforms

Charles River

Broadridge

Descrizione del lavoro

Our client, a leading Hedge Fund, is looking to grow their Corporate Actions team. This team is responsible for monitoring, analyzing, and processing global corporate events to ensure timely, accurate outcomes for clients. The role offers exposure to a wide range of securities and events, requiring strong attention to detail, excellent communication skills, and the ability to perform under tight deadlines in a fast-paced environment.

Key Responsibilities

• Monitor and track announcements from companies, exchanges, and depositories (e.g., dividends, stock splits, mergers & acquisitions, rights issues, spin-offs, bond redemptions).
• Review and interpret event terms and conditions; assess impacts across securities and investor types.
• Communicate upcoming events and deadlines to clients, ensuring clarity on voluntary vs. mandatory events.
• Collect and process client instructions; coordinate with custodians/agents for execution.
• Reconcile outcomes (cash, securities, or other entitlements) and resolve any discrepancies or settlement issues.

Tools & Systems

• Bloomberg, SWIFT, DTCC, Euroclear, Clearstream
• Custodian platforms (e.g., BNY Mellon, JPMorgan)
• Internal processing systems (e.g., Charles River, Broadridge, proprietary platforms)

Skills & Qualifications

• 4+ years of relevant experience in corporate actions, operations, or middle office within asset management, hedge funds, or prime brokerage.
• Strong financial knowledge and understanding of securities.
• High attention to detail with proven organizational and problem-solving skills.
• Effective communicator with ability to manage client and internal relationships.
• Proficiency with Excel and financial systems; tech-savvy mindset.