Operations Associate, Corporate Actions

Responsibilities: Process a variety of investment-related events and ensure activity is recorded accurately and within required timeframes. Review transaction details and supporting information provided by external service providers. Coordinate investor or account-level instructions for applicable events and confirm timely submission. Reconcile cash and security activity to internal records and research outstanding differences. Investigate processing exceptions, incorrect postings, and other operational discrepancies. Communicate with internal teams and external providers to resolve issues and obtain necessary information. Monitor upcoming deadlines and escalate items that may create financial or operational risk. Assist with enhancing procedures, controls, and workflows to improve accuracy and efficiency. Prepare recurring and ad hoc reporting related to transaction activity and outstanding items.

Qualifications: Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field. 1–4+ years of experience in investment operations, financial services, or a related function. General understanding of securities transactions and post-trade processing. Strong attention to detail with the ability to manage multiple deadlines and competing priorities. Proactive, organized, and comfortable researching and resolving discrepancies. Effective written and verbal communication skills. Proficiency in Microsoft Excel.