Senior Corporate Actions Specialist — Automate & Optimize

altruist; Dallas (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Altruist is seeking a Senior Corporate Actions Analyst to own the end-to-end event lifecycle across equities, ETFs, funds, and fixed income. You will stabilize workflows, enhance controls, and partner with Product and Engineering to drive automation and straight-through processing.

You will manage communications with custodians and clients, ensure compliance with tax and cost-basis rules, and maintain robust process documentation for scalability and audit readiness.

Qualifications

• 3+ years in brokerage, clearing, or custody operations (corporate actions/income processing).
• Strong knowledge of DTCC PBS and corporate actions timelines.
• Bachelor's degree or equivalent experience; Series 99 required (or obtainable in 90 days); Series 7 preferred.
• Proficiency with SQL, Python; experience applying AI in daily tasks.
• Excellent communication and problem-solving skills; resilient and adaptable.

Responsibilities

• Own the full event lifecycle from announcement to reconciliation across equities, ETFs, mutual funds, and fixed income.
• Stabilize workflows, enhance controls and efficiency; maintain audit-ready documentation.
• Coordinate with clients and custodians; meet deadlines and accuracy standards.
• Develop automation and modernization with Product and Engineering; drive STP.
• Identify and resolve discrepancies; ensure regulatory and internal policy compliance.

Skills

Communication

Problem solving

Ownership

Creativity

Resilience

Analytical thinking

SQL

Python

DTCC PBS

Education

Bachelor's degree or equivalent experience

Tools

DTCC PBS

FIS

XSP

Job description

Altruist is seeking a Senior Corporate Actions Analyst to own the end-to-end event lifecycle across equities, ETFs, funds, and fixed income. You will stabilize workflows, enhance controls, and partner with Product and Engineering to drive automation and straight-through processing.

You will manage communications with custodians and clients, ensure compliance with tax and cost-basis rules, and maintain robust process documentation for scalability and audit readiness.