Corporate Actions Associate
4 weeks ago
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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