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Corporate Actions Associate
Broadridge. Process voluntary and mandatory corporate actions, interpret terms, allocate events to holders, and reconcile transactions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in processing corporate actions, including voluntary and mandatory events, while ensuring timely and accurate reconciliation. Strong communication skills facilitate effective collaboration with custodians, clients, and counterparties.
Highest-signal resume keywords
Corporate Actions ProcessingRisk MitigationClient Service ExcellenceMicrosoft Office ProficiencyBPS/DTC/Euroclear Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Corporate ActionsTransaction ReconciliationEvent AllocationDeadline MonitoringStock Records Management
Soft Skills
MultitaskingOwnership of IssuesTeam CollaborationWritten CommunicationVerbal Communication
Tools & Technologies
Microsoft ExcelMicrosoft OutlookMicrosoft Word
Industry Keywords
Voluntary Corporate ActionsMandatory Corporate ActionsReorganization EventsCustodiansDepositoriesCounterparties
About the role
Key responsibilities & impact- Process voluntary and mandatory corporate actions, interpret terms, allocate events to holders, and reconcile transactions
- Perform reorganization events, ensuring instructions are received and processed timely and accurately
- Mitigate risk and exposure to the firm
- Monitor deadlines and critical cutoffs
- Learn and understand stock records for retail and institutional accounts
- Process allocations and ensure reorganization events are paid timely and reconciled accurately
- Provide outstanding client service and escalate operational client issues when necessary
- Communicate with custodians, depositories, counterparties, and clients
Requirements
What you’ll need- 1+ years of experience in voluntary corporate actions; recent college graduates with internship experience will also be considered
- Ability to multitask and take ownership of complex issues
- Excellent written and verbal communication skills
- Experience and proficiency using Microsoft Office (Excel, Outlook, Word)
- Ability to work in a dynamic, team-oriented environment
- Experience with BPS/DTC/Euroclear/Clearstream is a plus
- Bachelor’s degree or equivalent
- Ability to work in the office 2x a week
Benefits
Comp & perks- Bonus eligible
- Comprehensive benefit offerings
- Inclusive and collaborative workplace environment
- Reasonable accommodations during the application and hiring process