Hybrid Corporate Actions Specialist

PEAK6; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental,

Vision coverage

401k match

Parental leave

HSA contributions

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions, based in Dallas with offices in multiple cities, is seeking an entry-level Operations Specialist in Corporate Actions. You will support processing of dividends, mergers, stock splits, spin-offs, and tender offers, ensuring accurate handling and timely reporting.

The role emphasizes detail orientation, eagerness to learn, and comfort in a fast-paced financial services setting; training provided. Hybrid work and benefits are offered to enable work-life balance.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 0–2 years of relevant experience in financial services; internship in operations, corporate actions, or securities processing is a plus.
• Basic understanding of financial markets and common types of securities (equities, fixed income, mutual funds).
• Familiarity with the corporate actions lifecycle is a plus but not required; training will be provided.

Responsibilities

• Corporate Actions Processing: Assist in identifying, validating, and processing mandatory and voluntary corporate action events, ensuring accurate and timely completion across client accounts.
• Notification & Communication: Distribute corporate action notifications to internal stakeholders and clients; respond to inquiries regarding upcoming or in-progress events.
• Reconciliation: Support daily reconciliation of corporate action positions and entitlements against custodian and depository records to ensure data accuracy.
• Election Processing: Collect and submit client elections for voluntary corporate actions within required deadlines.
• Entitlement Calculations: Assist with calculating and verifying cash and stock entitlements resulting from corporate action events.
• Compliance & Controls: Adhere to regulatory requirements and internal policies; support audit and regulatory inquiries as needed.
• Issue Resolution: Identify and elevate discrepancies, missing elections, or processing errors to mitigate risk.
• Reporting: Prepare and maintain reports on corporate action events, processing status, and outstanding items.

Skills

Attention to detail

Communication

Time management

Team collaboration

Financial markets basics

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Excel

SQL

Job description

Apex Fintech Solutions, based in Dallas with offices in multiple cities, is seeking an entry-level Operations Specialist in Corporate Actions. You will support processing of dividends, mergers, stock splits, spin-offs, and tender offers, ensuring accurate handling and timely reporting.

The role emphasizes detail orientation, eagerness to learn, and comfort in a fast-paced financial services setting; training provided. Hybrid work and benefits are offered to enable work-life balance.