Income Processing Analyst

Phaxis
Jersey City, US
On-siteCareer-pivot friendly

Why this role

Pace
Steady
Collaboration
Medium
Autonomy
Medium
Decision Impact
Individual
Role Level
Individual Contributor
Career Pivot Friendly
Welcomes transferable skills

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Process income and corporate actions for securities
  • Manage escalated client and correspondent inquiries
Typical background
Experience with income processing for securities

Transferable backgrounds

  • Coming from Accountant
  • Coming from Financial Analyst

Skills & requirements

Required

Income ProcessingCorporate ActionsDTCCEuroclear

Preferred

FIS BETAPhase3 Platforms

Stack & domain

Income ProcessingCorporate ActionsDividendsCoupon PaymentsStock SplitsSpin-offsEquitiesFixed IncomeMutual FundsPhysical SecuritiesDtccEuroclearFis BetaPhase3Client ManagementCorrespondent InquiriesCoordinationCustodiansResolutionCommunicationBroker DealerU.s. And International Securities

About the role

Original posting from Phaxis via LinkedIn

Broker dealer client is seeking a strong income processing candidate for an ongoing contract.

  • Process income and corporate actions for U.S. and international securities, including dividends, coupon payments, stock splits, and spin-offs.
  • Support equities, fixed income, mutual funds, and physical securities across DTCC and Euroclear platforms.
  • Manage dividend, interest, and principal payments while resolving escalated client and correspondent inquiries.
  • Coordinate with custodians including DTC, BNY Mellon, Euroclear, and Banking.
  • Experience with FIS BETA and Phase3 platforms preferred.

Source: Phaxis careers (LinkedIn)

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