Corporate Action Manager

3 weeks ago


Philadelphia, United States Insight Global Full time

Required Skills and Experience:

- Bachelors degree

- 3 - 5 years of wealth management operations experience within corporate actions

- Comfortable being in a leadership position


Nice to Have Skills and Experience:

- Series 77

- Series 9

- Beta experience


Job Description:

Our wealth management, capital markets, and investment banking partner is looking for a Dividends & Reorg Manager (Corporate Action Manager) to join their growing Operations division.


The Manager will be responsible for the oversight of Dividends & Reorg Associates. They will oversee the coordination with traders and the front office to process dividends, re-orgs, buybacks, mergers, etc. They will oversee reconciliations and report the event and outcome in the system. This will require high attention to detail as this group takes on much of the company's overall risk exposure. Events must also be processed in a timely manner so a high sense of urgency is also indispensable. This individual will regularly use Beta, Flex, and Excel.


This is a permanent, full-time, hybrid position in Center City, Philadelphia.



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