Senior Corporate Actions Specialist — Data, Elections & Reconciliations

Apex Systems; Berwyn (PA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision

401K with company match

ESPP

HSA

EAP

Discount program

Certification discounts

Training programs

Job summary

Everforth Apex Systems seeks a Senior Specialist, Corporate Actions to ensure accurate processing of corporate actions across managed accounts. You will maintain data, administer events, resolve processing exceptions, and collaborate with custodians, sponsors, investment managers, and internal teams.

The role emphasizes attention to detail, timely execution, and adherence to controls, with opportunities to contribute to onboarding, reporting, and operational excellence.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience in corporate actions, investment operations, asset servicing, client processing, or related financial services.
• Knowledge of corporate action event processing, reconciliations, exception management, and transaction support.
• Familiarity with securities markets, investment products, custodial platforms, and workflows.
• Strong analytical and problem-solving skills with attention to detail.

Responsibilities

• Process mandatory and voluntary corporate action events, including mergers, acquisitions, tender offers, stock splits, rights offerings, dividends, and other securities-related transactions.
• Monitor corporate action announcements and event notifications to ensure timely and accurate processing across managed account portfolios.
• Coordinate with custodians, sponsors, investment managers, and internal stakeholders to support election management and event processing activities.
• Maintain and validate corporate action data across operational systems, ensuring accuracy and completeness of account, position, cash, and entitlement information.
• Research, analyze, and resolve corporate action exceptions, discrepancies, and processing issues.
• Perform reconciliations and review event-related activity to support accurate reporting and operational processing.
• Support account onboarding, maintenance, and servicing activities related to corporate action events.
• Utilize operational systems and workflow tools to process, monitor, and track corporate action activity.
• Communicate with internal and external stakeholders regarding event status, outstanding requirements, and processing issues.
• Maintain compliance with internal policies, regulatory requirements, and risk management standards.

Skills

Corporate actions knowledge

Analytical skills

Attention to detail

Communication skills

Time management

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Job description

Everforth Apex Systems seeks a Senior Specialist, Corporate Actions to ensure accurate processing of corporate actions across managed accounts. You will maintain data, administer events, resolve processing exceptions, and collaborate with custodians, sponsors, investment managers, and internal teams.

The role emphasizes attention to detail, timely execution, and adherence to controls, with opportunities to contribute to onboarding, reporting, and operational excellence.