Senior Specialist, Corporate Actions

BNY

Berwyn, PA

On-siteCareer-pivot friendly

Who this role is best for

Strong fit for candidates with financial services experience who can manage complex corporate action events and collaborate across teams.

Best fit for

Candidates with 5-7 years of experience in financial services or corporate actions who excel in cross-functional collaboration
— “Experience in financial services or corporate actions preferred.”
Individuals who can handle moderately complex corporate action events and provide guidance to junior staff
— “may provide guidance to less experienced team members, and may have people management responsibilities in some geographies.”

Things to consider

Location is fixed at Berwyn, Pennsylvania, with no indication of remote flexibility
— “This role is located in Berwyn, Pennsylvania”

How to stand out

Demonstrate experience with complex corporate action events and cross-team coordination in your resume
— “determine the impact of moderately complex events, and disseminate event information to investors and client accounts.”
Highlight your ability to manage multiple systems and ensure accurate transaction posting
— “Work across multiple systems to perform complex corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and posting online cash and security transactions.”
Emphasize your research and communication skills in responding to inquiries from diverse stakeholders
— “Research and respond to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub custodians, and/or custodians.”

Pace · SteadyCollaboration · MediumAutonomy · MediumDecision Impact · Individual

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

What success looks like

accurate corporate action processing
client satisfaction
efficient reporting

Typical background

financial servicescorporate actions

Skills & requirements

Required

Corporate ActionsFinancial ServicesCustody And Accounting ProcessingClient ReportingReconciliation Activities

Preferred

Complex Event ManagementClient Communication

Stack & domain

Corporate ActionsFinancial ServicesDividend PaymentsReorganizationsProxy EventsBond RedemptionsReconciliationClient ReportingProrationSystemsFinanceBankingSecuritiesShareholders

About the role

Original posting from BNY

We're seeking a future team member for the role of Senior Specialist, Corporate Actions to join our Operations team (securities / shareholders). This role is located in Berwyn, Pennsylvania
In this role, you'll make an impact in the following ways:
· Perform mandatory and voluntary corporate action-related custody and accounting processing, including dividend payments, reorganizations/proxy events, bond redemptions, reconciliation activities, client reporting, and proration on transactions.
· Meet with organizational units and teams to ensure corporate action events are addressed appropriately, determine the impact of moderately complex events, and disseminate event information to investors and client accounts.
· Research and respond to inquiries from internal business groups, depositories, agents, brokers, clients, Investment Managers, sub custodians, and/or custodians.
· Work across multiple systems to perform complex corporate action processing, including creating and scrubbing announcements, sending client instructions to third parties, and posting online cash and security transactions.
To be successful in this role, we're seeking the following:
· Bachelor's degree in a related discipline or the equivalent combination of education and experience.
· 5-7 years of total work experience preferred.
· Experience in financial services or corporate actions preferred.
· No direct reports; may provide guidance to less experienced team members, and may have people management responsibilities in some geographies.
At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance – and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.

Source: BNY careers