Corporate Actions Analyst
About The Position
We are seeking a detail-oriented Corporate Actions Analyst to support our Corporate Actions team with the timely creation, review, validation, and approval of stock market corporate action events. This role operates during the early morning shift to ensure Webull client positions are prepared for the day ahead and that corporate action events are processed accurately and efficiently. As a key contributor to our clearing operations, you will play a vital role in monitoring, validating, and responding to mandatory and voluntary corporate action events such as splits, mergers, reorganizations, dividends, and other equity events.
Requirements
- Bachelor’s degree in economics, business, or finance
- 2+ years of brokerage experience, or experience in clearing operations
- Series 7 certified
- Familiarity with corporate actions
Nice To Haves
- Strong problem-solving skills and attention to detail
- Strong sense of urgency when it comes to supporting resolution
- Team player with the ability to lead
Responsibilities
- Monitor overnight corporate action announcements from market sources and vendors.
- Review and approve corporate action events in internal systems, ensuring completeness and accuracy.
- Coordinate and communicate with internal and external stakeholders to ensure instructions and deliverables are clearly understood across the firm and by clients.
- Validate and interpret event terms (mandatory/voluntary) against official issuer and custodian data.
- Process corporate action entitlements and ensure instructions meet compliance and control standards.
- Reconcile event data with internal records and resolve discrepancies or exceptions proactively.
- Document event decisions and maintain accurate records for audit and reporting purposes.
- Participate in process improvement initiatives and assist with ad-hoc projects as needed.
Benefits
- Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
- Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
- Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
- Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
- Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
- Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
