CORPORATE ACTIONS SPECIALIST SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: August 19, 2024 - The Corporate Actions Specialist boasts extensive experience in corporate actions and security processing, showcasing a strong foundation in income collection, accounting, and banking principles. Equipped with an advanced mastery of Microsoft Office, especially Excel, and excellent computer skills that enhance adaptability to new software. Known for a detail-oriented and responsive approach, effectively managing high-pressure situations with independence or within team settings.

Essential Hard and Soft Skills for a Standout Corporate Actions Specialist Resume
  • Corporate Actions Processing
  • Security Processing
  • Income Collection
  • Financial Accounting
  • Microsoft Excel Proficiency
  • Banking Procedures
  • Reconciliation Techniques
  • Tax Compliance Knowledge
  • Financial Analysis
  • Data Management
  • Adaptability
  • Interpersonal Communication
  • Self-Motivation
  • Detail Orientation
  • Stress Management
  • Problem-Solving
  • Teamwork
  • Continuous Learning
  • Responsiveness
  • Effective Communication

Summary of Corporate Actions Specialist Knowledge and Qualifications on Resume

1. BA in Finance with 5 Years of Experience

  • Able to work independently and in a group environment
  • Knowledge of Xprisa for corporate action processing 
  • Management experience, detail oriented
  • Must be able to interact directly with portfolio managers, external brokers, and internal groups
  • Asset Servicing experience weighted largely towards corporate action event processing
  • Experience in corporate actions
  • Good problem solving and time management skills
  • Ability to work effectively under pressure and independently
  • Demonstrated strategic and tactical thinking skills
  • Ability to work well in a team
  • Experience working with MS Office

2. BS in Accounting with 7 Years of Experience

  • Experience working with data migration, or the management and manipulation of large amounts of data that at times 
  • Experience working in a client facing position is required and dealing with decision-makers and C-suite clients, managing expectations as required would be strongly preferred
  • Basic understanding of equity and employee benefit plans would be a definite
  • Effectively manages themselves during times of stress and leads by example
  • Strong analytical, problem-solving skills, and high attention-to-detail
  • Comfortable in a fast-paced and evolving environment which often requires ongoing learning and training opportunities to be self-driven
  • Proven success working in highly collaborative, team-centric environments
  • Proven success at delivering an exceptional customer experience
  • Advanced Excel skills, including formulas and functions for data manipulation 
  • Exposure to, or experience with, agile methodologies and environments
  • Demonstrated proficiency with technology and technical concepts

3. BA in Business Administration with 3 Years of Experience

  • Experience with Corporate Actions
  • Great computer skills and the willingness to learn new programs
  • Adaptable, with strong interpersonal skills
  • Motivated, self-directed and driven (always staying up to date and improving)
  • Experience in security processing or trust operations
  • Basic knowledge of security processing, corporate actions, income collection, accounting, balancing and banking
  • Strong mastery of Microsoft Office, especially Excel
  • Ability to excel independently or as part of a team
  • Can communicate effectively and transfer thoughts into expressed ideas
  • Detail-oriented and responsive
  • Proven ability to manage work well under pressure

4. BS in Economics with 3 Years of Experience

  • Understanding of Corporate Actions processes across all markets
  • Experience with Bloomberg, Vantage, State Street Captain, ISS and Broadridge 
  • Experience of High Yield Loan and Bond restructures helpful 
  • Numerate with high attention to detail.
  • “Can-do” mentality and someone who will enjoy working in a hardworking and flexible growing company environment.
  • A clear communicator who is accurate and proactive in resolving issues.
  • Ability to prioritise workloads and achieve tight deadlines.
  • Self-starter with excellent inter-personal skills and confidence to deal with requests from all ends of the management spectrum.
  • Demonstrable intermediate level Excel skills 
  • Flexible and adaptable attitude including the willingness to work beyond core working hours 
  • Works effectively with team members to accomplish goals and respects the needs of others.

5. BA in Management Information Systems with 6 Years of Experience

  • Background in banking, economy, or finance
  • Understanding of a broad range of financial products and asset types
  • Knowledge of SWIFT standards, German language
  • Good command of MS Office package, SharePoint
  • Sound understanding of corporate actions and knowledge of Asset Servicing Operations
  • Proven ability to work with text
  • Outstanding written and verbal communication skills with proficiency in English
  • Ambitious, hardworking individual with strong attention to detail and quality
  • Ability to deliver excellent service both as a team member and individually
  • Ability to learn new things and develop within the field
  • Excellent analytical and problem solving skills. 

6. BA in Finance with 3 Years of Experience

  • Asset Servicing experience weighted largely towards corporate action event processing
  • Adaptable, with strong interpersonal skills
  • Able to work under pressure and work well within a team
  • Good time management and attention to detail are essential, as the role is in a high volume, high risk area that works to strict deadlines.
  • Can work well under pressure, lending control and order to a difficult or pressurized situation
  • Strong time management skills
  • Strong organizational skills, to be able to use time well and prioritize tasks effectively
  • Previous experience in Corporate Actions preferable
  • Proactive and can think outside the box for process of improvements
  • Asset servicing experience weighted largely towards corporate action event processing
  • Previous data entry and analysis experience highly desirable

7. BS in Accounting with 5 Years of Experience

  • Be an exceptional team player and close attention to detail 
  • Demonstrates initiative in process improvement, which may have an impact on efficiency and client satisfaction.
  • Ability to work in a structured pattern, setting priorities and meeting deadlines.
  • Excellent interpersonal skills, as this role requires interaction at all levels of the organisation and externally.
  • Demonstrate an understanding of and compliance with regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
  • Demonstrating a strong team-work ethic
  • Ability to escalating issues appropriately
  • Works effectively as a team member but also independently
  • Good analytical / reconciliation skills.
  • Good command of English language (oral and written)
  • Knowledge of the Financial Markets
Relevant Information
Corporate Actions Analyst Skills, Experience, and Job Requirements