Hybrid Corporate Actions Lead: Precision & Compliance

OSTTRA Group; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Parental Leave

Paid Time Off

Referral Bonus

Professional Development

Job summary

Janney is seeking a Senior Corporate Actions Operations Associate to manage and process corporate action events for domestic and international securities. You will interpret, validate, and execute complex actions while ensuring accuracy, timeliness and regulatory compliance.

Hybrid role requiring three days a week in our Philadelphia, PA office; strong communication with custodians and internal teams is essential.

Qualifications

• Bachelor’s degree in Finance, Business, Accounting or related field (or equivalent work experience).
• 5+ years of experience in corporate actions or securities operations.
• Strong knowledge of equity and fixed income instruments and related corporate actions.
• Experience with DTCC, JPM, BNY or similar custody and processing platforms.
• Series 99 and Securities Industry Essentials must be obtained within 120 days of start date.
• Proficiency in Microsoft Excel and other MS Office tools.
• Knowledge of reconciliation or workflow tools is a plus.

Responsibilities

• Process Corporate Actions: Review and process a variety of corporate actions for domestic and international securities.
• Event Notification & Research: Interpret and validate announcements from depositories, agents and data providers.
• Reconciliation & Controls: Perform daily reconciliations and manage discrepancies.
• Break Resolution: Analyze and resolve breaks across systems.
• Client Instructions: Track, receive, and execute client instructions for voluntary events.
• Cross-Functional Collaboration: Work with trading, settlements, client service, compliance, and tech teams.
• Process Improvements: Identify opportunities to automate and mitigate risk.
• Training & Support: Mentor junior associates and support QA.

Skills

Attention to Detail

Effective Communication

Organizational Skills

Client Focus

Time Management

Problem Solving

Education

Bachelor’s degree in Finance, Business, Accounting or related field

Tools

Microsoft Excel

MS Office tools

DTCC/JPM/BNY custody platforms

Job description

Janney is seeking a Senior Corporate Actions Operations Associate to manage and process corporate action events for domestic and international securities. You will interpret, validate, and execute complex actions while ensuring accuracy, timeliness and regulatory compliance.

Hybrid role requiring three days a week in our Philadelphia, PA office; strong communication with custodians and internal teams is essential.