KBW Financial Staffing & Recruiting · 18 hours ago
Corporate Actions Analyst
Boston, MA
Full-time
Hybrid
New Grad, Entry Level
$24/hr - $36/hrKBW Financial Staffing & Recruiting is seeking a Corporate Actions Specialist to focus on daily deliverables and execution of defined procedures and analysis. The role involves scrubbing announcements, processing client instructions, and ensuring superior client service while working closely with team members.
CrowdfundingFinancial ServicesHuman Resources
Responsibilities
The primary focus is on daily deliverables and execution of defined procedures and analysis while gaining and understanding the “big picture” and how their work impacts the firm. Individuals will have their work thoroughly reviewed and validated by more senior personnel
Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents
Input information into the Corporate Action platform for Income and Mandatory Actions
Identify complex events and communicate with team members
Processing of Class Action suits
Process client instructions through manual entry into the Corporate Actions platform
Process agent confirmations through the Corporate Actions platform for communication with clients
Written and verbal communication of uninstructed positions to clients daily
Processing of client account profile requests for Corporate Actions
Manual entry of payments into the Corporate Actions platform
Balancing and reconciling of positions related to corporate action activity
Reconciliation of receivables and payables to ensure accurate client cash projections
Communication of uninstructed positions via phone calls to clients
Communicate as part of a team to ensure superior client service
Participate in client presentations or calls
Identify problem items
Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner
Qualification
Required
BA/BS degree or equivalent work experience
Demonstrated PC skills
Ability to identify, escalate, and resolve a problem
Ability to communicate professionally through effective verbal and written skills
Ability to manage time efficiently and effectively
Organizational skills and detail-oriented
Ability to multi-task
Ability to work in a team environment
Ability to process transactions timely and accurately
Ability to meet deadlines and work under pressure
Company
KBW Financial Staffing & Recruiting
KBW Financial Staffing & Recruiting is a staffing and recruiting company providing accounting and financial placement services. It is a sub-organization of BANKW Staffing.
Founded in 2005
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jason Alexander
Chief Revenue Officer (CRO)
Matt Nagler
Managing Partner
Recent News
NH Business Review
2026-01-17
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