Corporate Actions Associate

4 weeks ago


Reston, Virginia, United States TPG Staffing, LLC Full time

Unlock a challenging and rewarding career opportunity in the heart of the financial industry

TPG Staffing, LLC is seeking a highly skilled Corporate Actions Associate to join our Securities Processing Operations team. As a key member of our team, you will be responsible for researching and processing voluntary and mandatory corporate actions while ensuring accuracy within our proprietary systems.

Key Responsibilities:

  • Research and process voluntary and mandatory corporate action terms
  • Notify clients and coordinate client responses and elections at custodian
  • Review and process voluntary corporate actions based on client elections
  • Research and process mandatory corporate actions
  • Review corporate action event taxability and cost-basis ensuring compliance
  • Reconcile cash, shares, and activity between banking operations system and custodian
  • Research and action client corporate actions inquiries
  • Follow daily schedule to ensure all tasks are completed as required
  • Follow operating procedures in accordance with audit requirements
  • Ensure adherence to escalation policies and maintain awareness of risk mitigating policies and procedures
  • Work on special projects as required
  • Requirements:
  • BA/BS required. Degree in finance, accounting, economics or statistics strongly preferred
  • A minimum of 2 years of corporate actions processing experience
  • Detail-oriented and responsive
  • Effective communication skills
  • Ability to excel independently or as part of a team
  • Mastery of Microsoft Office

This is a fantastic opportunity to expand your skills in both finance and technology while working with a progressive Fintech leader. If you are a motivated and detail-oriented professional looking for a new challenge, please consider applying for this exciting role.



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