Corporate Actions Specialist - Data & Excel Expert

Insight Global; Milwaukee (WI); On-site; USD 25,000 - 26,000; Full time

Job summary

Insight Global's client in Milwaukee, WI is seeking a Corporate Action Specialist to join a focused team of 7. You will process corporate actions such as stock splits, mergers, maturities and dividends in an internal system, with cross-training on tasks.

Experience in banking or finance is valued and the role offers growth within a supportive environment. The ideal candidate is proficient in Excel, highly detail oriented, has strong communication and work ethic.

Qualifications

• Bachelor's degree or years of equivalent experience.
• Excel experience - formulas, moderate level, understands what they are.
• Likes numbers (working with data) and has strong communication and work ethic.
• Banking industry knowledge and accounting experience.
• Corp Action experience or knowledge of securities, markets, and regulations.

Responsibilities

• Process corporate actions in internal systems and assign tasks to the team.
• Handle actions including stock splits, mergers, maturities, and dividends.
• Maintain accuracy and strong communication within the team.

Skills

Excel

Attention to detail

Communication

Education

Bachelor's Degree or equivalent experience

Tools

Excel (formulas)

Job description

Insight Global's client in Milwaukee, WI is seeking a Corporate Action Specialist to join a focused team of 7. You will process corporate actions such as stock splits, mergers, maturities and dividends in an internal system, with cross-training on tasks.

Experience in banking or finance is valued and the role offers growth within a supportive environment. The ideal candidate is proficient in Excel, highly detail oriented, has strong communication and work ethic.