Corporate Actions Specialist

Job Summary

We are seeking a detail-oriented Corporate Actions Specialist to join our Operations team. In this role, you will act as a critical link between global financial markets and our institutional custody clients. You will manage the end-to-end lifecycle of mandatory and voluntary corporate events while directly supporting clients with clear notifications, deadline management, and exception resolution. The ideal candidate blends technical securities operations expertise with strong client-facing communication skills to deliver a seamless asset-servicing experience.

Key Responsibilities

• Client Notification & Advisory: Translate complex corporate action announcements into clear, actionable structured notifications for institutional clients.
• Deadline Management: Proactively track, follow up on, and manage voluntary event deadlines to ensure client instructions are received and processed without financial loss.
• Election & Instruction Processing: Receive, validate, and execute client choice elections, ensuring accurate submission to upstream market agents and depositories.
• Inquiry Resolution: Serve as the primary point of contact for custody clients, resolving complex queries regarding entitlements, tax treatment, and event restrictions.
• Discrepancy & Break Communication: Advise clients immediately of cash or stock variances, payment delays, or position breaks and resolve the issues.
• Tax & Regulatory Guidance: Assist clients with standard documentation requirements for cross-border withholding tax rates and double-taxation treaty relief linked to corporate actions.
• Operational Process Improvement & New Product Development: Managing projects in this area, such as system upgrades and modifications, improvements to data processing workflows, and system testing. Actively participate in the analysis of existing processes and the implementation of new processes related to corporate actions, such as the onboarding of new clients and custodians, as well as the implementation of new products, markets, regulatory rules, compliance requirements, and procedures, ensuring the highest level of client service through appropriate control mechanisms.

Required Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or Business Administration.
• Experience: Minimum of 4-5 years of operational experience within a Custody, Wealth Management, or Brokerage environment.
• Language Skills: Professional fluency in English and at least one CIS language (e.g., Russian, Kazakh, Kyrgyz, Armenian), with a proven ability to explain complex financial structures and market deadlines to regional clients clearly and professionally.
• Technical Proficiency: Hands-on experience processing SWIFT messages (such as MT564, MT565, and MT568) or extracting, interpreting, and reconciling custody statements and reports. Strong competency in advanced Excel features is also required.
• Industry Knowledge: Comprehensive understanding of global asset servicing, custody workflows, and depository mechanics (e.g., Euroclear, Clearstream, DTC).
• Core Competencies: A goal-oriented, teamwork-focused person with an excellent work attitude, outstanding communication and interpersonal skills, proactive mindset toward systemic risk mitigation. Attention to detail, the ability to work under pressure, to operate under strict cut-off deadlines, prioritize tasks, and handle multiple tasks simultaneously.

Reporting Line: Head of Operations

Work Model: On-site (office in Dubai, UAE) or Remote options available

Benefits:

• Visa sponsorship
• Medical insurance
• Bonuses are awarded based on company profitability and individual performance