Senior Specialist, Corporate Actions- Financial Services

Apex Systems; Berwyn (PA); Presencial; USD 85.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental & Vision

401K with company match

ESPP

HSA

EAP

Discount program

Certification discounts

Training programs

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Corporate actions knowledge

Analytical skills

Attention to detail

Communication skills

Time management

Educación

Bachelor's degree or equivalent

Herramientas

Microsoft Excel

Descripción del empleo

Senior Specialist, Corporate Actions

The Senior Specialist, Corporate Actions supports the accurate and timely processing of corporate action events across managed account solutions. This role is responsible for maintaining corporate action data, administering mandatory and voluntary events, resolving processing exceptions, and ensuring the integrity of portfolio and account information. Working closely with custodians, investment managers, sponsors, and internal business partners, the Senior Specialist helps ensure corporate action activity is processed efficiently, accurately, and in accordance with operational controls.

Key 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.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience in corporate actions, investment operations, asset servicing, client processing, managed accounts, or a related financial services environment.
• Knowledge of corporate action event processing, reconciliations, exception management, and transaction support activities.
• Familiarity with securities markets, investment products, custodial platforms, and operational workflows.
• Strong analytical and problem-solving skills with exceptional attention to detail and accuracy.
• Ability to manage multiple priorities and meet deadlines in a fast-paced, high-volume environment.
• Experience working with operational systems, workflow tools, and Microsoft Office applications, including Excel.
• Strong communication and organizational skills with the ability to collaborate across internal and external stakeholder groups.
• Demonstrated commitment to client service, operational excellence, and risk awareness

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

• Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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