Related skills
reconciliation corporate actions automation stp dtcc pbs📋 Description
- Manage a team of Corporate Actions professionals.
- Lead end-to-end corporate actions lifecycle from announcement to completion.
- Stabilize and document workflows, improving controls and efficiency.
- Partner cross-functionally to deliver a scalable, audit-ready operation.
- Coordinate with clients and custodians to submit elections via DTCC PBS/CA Web/AIP.
- Drive automation and modernization to enable straight-through processing (STP).
🎯 Requirements
- 3+ years in brokerage, clearing, or custody ops focused on corporate actions.
- Strong knowledge of DTCC PBS.
- Deep understanding of mandatory/voluntary event types, timelines, tax implications.
- Bachelor's degree or equivalent experience.
- Securities licenses: Series 7 required; Series 24 preferred.
🎁 Benefits
- Hybrid work schedule for most positions.
- Offices in Culver City, SF, and Dallas.
- Competitive pay and equity for eligible roles.
- Premium healthcare, dental, and vision insurance.
- 401k with 4% match and immediate vesting.
- 16 weeks paid parental leave.
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