Corporate Actions Specialist, Senior Associate at State Street in Irvine, California

Job Description:

Who we are looking for

Works as a senior member of a team handling certain aspects of the end to end corporate action process. This position may focus on research, response processing, or settlement of entitlements. All functions contain a high principal risk profile
and stringent deadlines.

What you will be responsible for

Act a senior member of an operating team providing support and control over complex and time critical corporate action events and transactions.

• Provide training to team members.


• Assist managers by prioritizing the workload and ensure daily tasks are completed.


• As assigned, perform functions of other Corporate Action Specialists.


• As assigned, process and/or resolve complex issues such as but not limited to audit discrepancies, suspense account reconciliation and exception resolution.


• Assists in promoting and ensuring all direct client service relationships/fund group inquiries are acted upon and completed in a timely manner.


• Assist and co-ordinate procedural changes to the current process.


• Collect and analyze data related to key process and quality metrics.


• Assist by providing coverage in the absence of staff members or the Team Leader.


• Assist the Team Leader by prioritizing the daily workload of the group to accommodate time critical or high risk events.


• Assists in identifying opportunities to improve processes and mitigate risk within the unit.


• Serve as a central point of contact for specific internal and external clients.


• Act as a subject matter expert on projects and initiatives.


• Participate regularly in forums with sub custodians or vendors to ensure best service is received by SSC.


• Participate and complete projects aimed at improving the Corporate Action product.


• Ensure effective Risk Management by coordinating or completing end of day reports and ensuring timely escalation and resolution of pertinent issues.

Bachelor's Degree with emphasis in accounting, finance or economics.

• Minimum 3+ years related work experience.


• Proven negotiation and influencing skills.


• Demonstrated creative problem solving skills.


• Excellent communications skills including expressing complex ideas and concepts.


• Computer proficient including spreadsheet and database applications.

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:
$58,240 - $83,200 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.