Corporate Action Operations Specialist

Vista previa de la oferta

Corporate Action Operations Specialist

Corporate Finance

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

The Corporate Action Operations Specialist is responsible for supporting the Corporate Action workflow for Capital Partner. This role supports the accurate and timely processing of market events, reconciles activity across multiple platforms, posts tax withholding and fee activity, reviews positions in advance of event posting, and helps ensure alignment with custodians and internal systems. The Specialist also partners with the business line to resolve inquiries, support client service needs, review event data, and assist with new account openings, account closings, and reporting.

Key Responsibilities

• Transaction Processing and Reconciliation
  • Post Corporate Action events to the accounting and trading platforms accurately and in a timely manner throughout the day.
  • 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.
• Process and Productivity Improvement
  • 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.

Qualifications

• Experience in operations, financial services, asset servicing, corporate actions, custody, or a related function preferred.
• 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.

Success Profile

The successful candidate is detail-oriented, organized, collaborative, and client-focused. They demonstrate sound judgment, take ownership of assigned responsibilities, escalate issues appropriately, and contribute to continuous improvement while maintaining a strong focus on accuracy, risk mitigation, and service quality.

This role is based in our New York City location and is a hybrid role, with a minimum of three days per week in office.

Salary Range

$60k-$75k base salary + annual bonus target

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

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. Delivering for our clients and each other energizes us.

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.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.