Hybrid Corporate Actions Associate

VetJobs; Royersford (Montgomery County); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid Parental Leave

Paid Time Off

Referral bonus

Professional Development Assistance

Job summary

Janney is seeking a Corporate Actions Analyst in the Philadelphia area to review and process corporate actions, validate event details, and ensure timely dissemination to internal stakeholders.

You will perform reconciliations, resolve breaks, manage client instructions for voluntary events, and support operations across global securities. A Bachelor’s in Finance and 1–3 years’ experience are preferred; hybrid schedule offered.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting or related field (or equivalent work experience).
• 1–3 years of experience in securities operations, financial services operations, corporate actions, or related field preferred.
• Basic understanding of equity and fixed income securities and securities processing preferred.
• Experience with DTCC, JPM, BNY or similar custody and processing platforms is a plus.

Responsibilities

• Process Corporate Actions: Review and process corporate action events, including dividends, mergers, spin-offs, tender offers, rights offerings, income and redemption events, class actions, and proxies for domestic and international securities.
• Event Notification & Research: Review corporate action announcements from depositories, custodians, agents, and data providers; validate event details and disseminate to internal stakeholders.
• Reconciliation & Controls: Perform daily reconciliations between internal records and external sources; research discrepancies and escalate unresolved items.
• Break Resolution: Research and assist in resolving position, entitlement, and cash breaks across systems; escalate complex issues.
• Client Instructions: Monitor deadlines, receive and track client instructions, and process elections for voluntary corporate actions.

Skills

Time management

Attention to detail

Analytical skills

Communication skills

Teamwork

Excel proficiency

MS Office

Reconciliation tools

Education

Bachelor’s degree in Finance

Tools

Microsoft Excel

MS Office

Job description

Janney is seeking a Corporate Actions Analyst in the Philadelphia area to review and process corporate actions, validate event details, and ensure timely dissemination to internal stakeholders.

You will perform reconciliations, resolve breaks, manage client instructions for voluntary events, and support operations across global securities. A Bachelor’s in Finance and 1–3 years’ experience are preferred; hybrid schedule offered.