Senior Specialist, Corporate Actions- Financial Services

# Senior Specialist, Corporate Actions
- Financial Services Apply
** Job#: 3056172
***
* Job Description:

**** 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 Clearly Rateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
** Everforth Apex uses a virtual recruiter as part of the application process. Click  here for more details. By applying for…