About the Role
The Corporate Action Operations Specialist supports the Corporate Action workflow for Capital Partner, ensuring accurate and timely processing of market events, reconciliation of activity, and alignment with custodians and internal systems. This role also partners with the business line to resolve inquiries, support client service needs, and review event data.
Responsibilities
- Post Corporate Action events to the accounting and trading platforms accurately and in a timely manner.
- Validate the appropriate application of long-term and short-term gain classifications for dividend activity.
- Review daily reports to identify and resolve differences across multiple platforms.
- Address client inquiries and process client requests accurately and on time.
- Research and resolve account issues, including tax status changes, one-time adjustments, and related updates.
- Escalate unresolved or time-sensitive client issues to management as appropriate.
- Ensure Voluntary Corporate Actions are actioned appropriately with documented in the daily work.
- Identify opportunities to improve efficiency, accuracy, and individual productivity.
- Develop an understanding of how the function impacts the broader division and firm.
- Contribute to division or firmwide process improvement initiatives.
- Provide day-to-day support and backup coverage to team members as needed.
- Communicate professionally and constructively to resolve issues, reduce risk, and minimize exposure.
Requirements
- Strong attention to detail with the ability to review, reconcile, and validate data accurately.
- Ability to manage multiple priorities, meet deadlines, and follow established procedures.
- Strong analytical, problem-solving, and communication skills.
- Demonstrated ability to collaborate with internal partners and provide responsive client service support.
- Comfort working with multiple systems, reporting tools, and operational workflows.
- Detail-oriented, organized, collaborative, and client-focused.
- Demonstrates sound judgment, takes ownership of assigned responsibilities, escalates issues appropriately, and contributes to continuous improvement while maintaining a strong focus on accuracy, risk mitigation, and service quality.
Skills
- Corporate Actions
- Capital Partners
- Transaction Processing
- Reconciliation
- Tax Withholding
- Fee Processing
- Client Service
- Reporting
Location
- New York City
Work Type
- Hybrid
Experience Level
- Experience in operations, financial services, asset servicing, corporate actions, custody, or a related function preferred.
Salary/Compensations
- $60k-$75k base salary + annual bonus target
Benefits
- Long-term savings
- Healthcare
- Income protection
- Professional development opportunities
- Time off
About the Company
- Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management.
- Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges.
- We believe that how we do our work is just as important as what we do.
- We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas.
- Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts.
- No matter where you sit in the organization, everyone is empowered to contribute their ideas.
- BBHers can pick up the phone and call any colleague, and they are happy to help.
- Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
- We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.
- As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people.
- Our long-tenured leaders are experts in their areas and are actively involved in the day- to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.
- Because we know, our success begins with yours.
Equal Opportunity
- We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
