Corporate Action Specialist

Vor 7 Tagen


Lugano, Tessin, Schweiz FORFIRM Vollzeit

FORFIRM is a leading provider of innovative solutions to complex business challenges. We pride ourselves on being a knowledge-based company, with no barriers or pre-built solutions – we listen to our clients and solve their unique problems.

We are creating a culture where each person can define their own role parameters and speak their mind without any hesitation. We are a true meritocracy, where individual results define each person's career path.

We are seeking an experienced and motivated Corporate Action Specialist to join our international team and work on projects for Europe's leading brands

Key Responsibilities:

  • Process all mandatory and voluntary corporate actions (stock splits, stock dividends, spin-offs, exchanges, mergers, tenders, consents, etc.) on global custody accounting systems.
  • Manage corporate actions escalations related to internal and external stakeholders.
  • Accurately interpret and record corporate action information received from vendors and other sources on the Corporate Actions Department.
  • Identify, understand, and control the high degree of risk inherent in corporate actions processing to minimize financial losses due to misinterpretation of information or processing errors.
  • Understand the link between custody, fund master, and DTC, and resolve exceptions between them.
  • Process client elections/instructions on voluntary corporate actions.
  • Work with design teams to ensure that requirements are understood and that the delivered design fulfills all requirements adequately.
  • Support technology teams through build and unit test activities to ensure that all requirements are understood.
  • Demonstrate the ability to identify potential risk scenarios.
  • Implement controls to minimize operational risk.

Requirements:

  • Bachelor's Degree in Finance or Accounting preferred but not required.
  • Solid working knowledge of key elements of CA processing.
  • Solid knowledge in Securities Transfer.
  • Able to call out high-risk items or seek assistance to minimize loss to either the shareholder and/or Fidelity.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and meet daily objectives.
  • Strong attention to detail and ability to identify risk and risk mitigation opportunities.
  • Adaptability based upon business need and a changing operating environment.
  • Ability to multi-task and work autonomously while balancing own work and assisting the team.
  • Language: Italian Bilingual/Native & English B1.

FORFIRM is an equal opportunities employer that values diversity within the company. Qualified applicants will receive consideration for employment without discrimination about race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.



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