Ops Specialist CA Reorg (BOS)

Overview

Responsibilities

Corporate Actions Processing

• Review and validate corporate action announcements from market data vendors, depositories, agents, and company information sources.
• Input and maintain corporate action event information within corporate actions platforms.
• Process income and mandatory corporate action events.
• Identify complex or unusual events and escalate appropriately.
• Process class action claims and related activity.
• Process client instructions through manual system entry.
• Process agent confirmations and communicate updates to clients.

Reconciliation & Reporting

• Perform balancing and reconciliation of positions impacted by corporate action activity.
• Reconcile receivables and payables to support accurate cash projections.
• Monitor and resolve position and cash discrepancies.
• Support operational reporting and workflow tracking activities.

Client Service & Communication

• Communicate uninstructed positions to clients through written and verbal channels.
• Respond to client inquiries and support client service initiatives.
• Participate in client presentations, meetings, and conference calls as needed.
• Partner with internal departments to support issue resolution and service delivery.

Risk Management & Operations Support

• Identify, escalate, and resolve operational issues in a timely manner.
• Ensure transactions are processed accurately and within established deadlines.
• Maintain compliance with operational procedures and processing standards.
• Contribute to process improvement initiatives that enhance efficiency and reduce operational risk.
• Develop an understanding of how corporate action processing impacts broader business operations.

Required Qualifications

• Bachelor's degree or equivalent work experience.
• Strong computer and Microsoft Office skills.
• Excellent verbal and written communication skills.
• Strong analytical and problem-solving abilities.
• Ability to identify, research, escalate, and resolve issues.
• Strong organizational skills and attention to detail.
• Ability to multitask and manage competing priorities.
• Ability to work effectively within a team environment.
• Ability to process transactions accurately and efficiently.
• Ability to meet deadlines and perform well under pressure.
• Strong time-management skills.

Preferred Qualifications

• Experience in:
  • Corporate Actions
  • Securities Operations
  • Investment Operations
  • Fund Administration
  • Custody Operations
  • Financial Services Operations
• Experience with reconciliations and cash balancing activities.
• Knowledge of corporate action event processing.
• Experience supporting institutional investment or custody clients.
• Familiarity with settlement, securities processing, or asset servicing operations.

Key Skills

• Corporate Actions Processing
• Securities Operations
• Reconciliations
• Cash Management
• Financial Services Operations
• Client Service
• Data Analysis
• Problem Solving
• Transaction Processing
• Operational Risk Management
• Attention to Detail
• Time Management
• Microsoft Office