Fidelity Bank · 22 hours ago
Senior Manager, Global Corporate Actions - Middle Office
Merrimack, NH
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expFidelity Bank is seeking a detail-oriented and proactive Special Situations Coordinator to support the coordination and execution of corporate actions across their High Yield and Private Equity investment teams. This role acts as a critical bridge between front-office investment professionals and operations, ensuring seamless communication and timely processing of complex corporate action events.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
No H1B
Responsibilities
Support the coordination and execution of corporate actions across High Yield and Private Equity investment teams
Act as a central point of contact for special situations involving restructurings, tenders, exchanges, conversions, recapitalizations, and private placements
Coordinate daily with investment teams, brokers, custodians, and legal teams to manage time-sensitive transactions
Qualification
Required
8+ years of financial services experience with an asset manager or custodian bank, preferably in mutual fund operations with exposure to Corporate Actions
5+ years of experience in investment operations, corporate actions, or related functions
Bachelor's degree in finance, accounting, economics, or a related field
Strong collaboration and communication skills to effectively coordinate with both internal and external stakeholders
Sharp judgment and proven ability to logically identify, isolate and resolve problems
Ability to manage multiple complex events simultaneously with strong organizational and prioritization skills
Attention to detail and a strong sense of accountability in managing high-value events
High level of initiative and ability to work independently in a fast-paced, dynamic environment
Working knowledge of downstream impacts, workflows and requirements of internal and external business partners and systems applications
In-depth understanding of the workings of the corporate actions, custody, accounting and the investment operations industry
Detailed knowledge of corporate action event processing including fund manager solicitation, accounting, tax implications, regulatory conditions, financial impact of transactions, trading implications, global and domestic processing standards and overall life of a corporate action event
Strong knowledge of all product types including but not limited to stocks, bonds, options, warrants, and rights through public and private deals
Work closely with peers in Fund Accounting and Pricing to ensure urgent Corporate Actions related issues are resolved timely
Preferred
Familiarity with High Yield and/or Private Equity investment structures and workflows strongly preferred
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
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