Senior Corporate Actions Specialist

JOB OVERVIEW The Senior Corporate Actions Specialist is responsible for managing and executing corporate actions processes, ensuring compliance with regulatory requirements, and providing exceptional support to clients. Oversees corporate actions and utilizes analytical skills to deliver high-quality results to clients. RESPONSIBILITIES & DUTIES Oversees the full lifecycle of corporate actions (Mandatory/Voluntary), including dividend payments, stock splits, mergers, acquisitions, dividend reinvestment and other corporate events. Reviews, analyzes, and interprets corporate action announcements and documentation to determine appropriate processing actions. Collaborates with internal teams, including finance, compliance, and legal, to ensure timely and accurate execution of corporate actions. Develops and maintains comprehensive documentation and standard operating procedures for corporate actions processes. Acts as a point of contact for inquiries related to corporate actions from clients and internal departments. Monitors and ensures compliance with relevant regulatory requirements and industry best practices. Prepares and presents reports on corporate actions activities and performance metrics to senior management. Trains and mentors junior team members on corporate actions processes and best practices. Identifies opportunities for process improvements and implements solutions to enhance efficiency and accuracy. Performs other duties as assigned QUALIFICATIONS Bachelor's degree in related field preferred Minimum of 10 years of experience in corporate actions or investment operations PROFESSIONAL CERTIFICATIONS Series 7 or 99 If you do not already have a Securities license relevant to your role at Innovayte, you will be required to take and pass the Securities Industries Essentials exam provided by FINRA. In addition, based on your role responsibilities, you may alsobe required to pass additional Securities Industry exams to allow you to be compliant with FINRA and the SEC. TECHNICAL SKILLS To be successful in this role, you should have experience with and an understanding of the following: In-depth knowledge of corporate actions processes, regulatory requirements, and industry standards. Strong analytical and problem-solving skills with exceptional attention to detail. Excellent communication and interpersonal skills, with the ability to work collaboratively across departments. Ability to thrive in a fast-paced environment and manage multiple priorities effectively. CULTURAL COMPETENCIES In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: Business Insight Resourcefulness Communicates Effectively Situational Adaptability PHYSICAL DEMANDS/WORK ENVIRONMENT This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary. DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.