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Corporate Actions Associate

Janney


Job Location:

Philadelphia, PA - USA

Monthly Salary: Not provided by the employer
Posted: 23 September 2026 (14 hours ago)
Application Deadline: 21 December 2026
Vacancies: 1 Vacancy

Job Summary

The Corporate Actions Associate is responsible for supporting the accurate and timely processing of corporate action events across a range of financial instruments. This individual reviews and processes voluntary and mandatory corporate actions including dividends mergers spin-offs tender offers rights offerings income redemption and call events class actions and proxies. The Associate works with internal teams depositories custodians agents and other external parties to obtain and validate event information process transactions reconcile activity and resolve discrepancies. The role requires strong attention to detail organizational skills risk awareness and the ability to meet time-sensitive deadlines in a fast-paced operations you are good at:Cross-Functional Collaboration: Work with trading settlements client service compliance technology and other Operations teams to research and resolve corporate action-related Support: Assist with maintaining procedures documentation and operational controls. Identify processing issues or potential risks and escalate them Support & Development: Participate in team initiatives knowledge sharing cross-training and activities designed to support accurate and efficient processing while developing knowledge of corporate action event types securities processing applicable systems and industry :Process Corporate Actions: Review and process corporate action events including dividends mergers spin-offs tender offers rights offerings income and redemption events class actions and proxies for domestic and international securities. Ensure transactions are processed accurately and within established deadlines and Notification & Research: Review corporate action announcements received from depositories custodians agents and data providers. Validate event details and assist with the timely and accurate dissemination of information to appropriate internal & Controls: Perform daily reconciliations between internal records and external sources. Research discrepancies take appropriate corrective action within established procedures and escalate unresolved or higher-risk items to senior associates or Resolution: Research and assist in resolving position entitlement and cash breaks associated with corporate action events across internal and external systems. Escalate complex or unresolved issues as Instructions: For voluntary corporate action events monitor deadlines receive and track client instructions and accurately process elections in accordance with event terms and established you have:Education & Experience:Bachelors degree in Finance Business Accounting or related field (or equivalent work experience).1-3 years of experience in securities operations financial services operations corporate actions or a related field understanding of equity and fixed income securities and securities processing with DTCC JPM BNY or similar custody and processing platforms is a :Series 99 and Securities Industry Essentials must be obtained within 120 days of start dateSkills:Strong time management and organizational skills. Ability to manage multiple tasks prioritize work and meet established attention to detail and commitment to and problem-solving skills with the ability to research and identify written and verbal communication to work effectively both independently and as part of a team in a fast-paced environment and appropriately escalate exceptions risks and complex in Microsoft Excel and other MS Office of reconciliation or workflow tools is a position is based in our Philadelphia PA office three days per work for usBenefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employees life we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave generous Paid Time Off eligibility for a $2000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at hometoday and in the future. Explore is an award-winning full-service financial services firm committed to understanding our clients needs and providing advice beyond are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the are our strongest asset. We recognize that when our team members thrive our firm is more successful.

Required Experience:

IC


About Company

Janney has more than 100 locations in the US with Financial Advisors ready to help you achieve your goals through wealth management, financial planning, retirement, and insurance.

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