Operations Specialist (Corporate Actions) US HoursHybrid
Job Location:
Manila - Philippines
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
WHO WE ARE
Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify automate and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash Betterment SoFi Webull and eToro amongst many others; collectively Apex powers access to the stock market for over 22 million end customers.
At Apex we are changing how the securities industry operates by reinventing the status quo which was manual slow and accessible only by the ultra-wealthy. Were digitizing and democratizing systems so that everyone has an opportunity to invest.
When youre at Apex you drive this change. Youre part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin Dallas Chicago New York Portland Belfast and Manila are home to over 1000 employees.
Together were shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. grit results empathy accountability and teamwork with Apex.
Were proud to be recognized for the innovative work we do the purpose-driven nature of our work and the collaborative culture weve created. Here are just a few of the many awards weve recently received:
Best Places to Work
- Presented by BuiltIn
WealthTech of the Year
2025- Presented by US FinTech Awards
The Worlds Top 250 Fintech Companies
2024- Presented by CNBC
ABOUT THIS ROLE
TheOperations Specialist (Corporate Actions)is an entry-level role responsible for supporting theaccurateandtimelyprocessing of corporate action events. This includes the identification notification and processing of voluntary and mandatory corporate actions such as dividends mergers stock splits spin-offs and tender offers. The ideal candidate is detail-oriented eager to learn and comfortable working in a fast-paced financial services environment.
Key Responsibilities
Corporate Actions Processing:Assistinidentifyingvalidating and processing mandatory and voluntary corporate action events ensuringaccurateandtimelycompletion across client accounts.
Notification & Communication: Distribute corporate action notifications to internal stakeholders and clients; respond to inquiriesregardingupcoming or in-progress events.
Reconciliation: Support daily reconciliation of corporate action positions and entitlements against custodian and depository records to ensure data accuracy.
Election Processing: Collect andsubmitclient elections for voluntary corporate actions (e.g. rights offerings tender offers exchange offers) within required deadlines.
Entitlement Calculations:Assistwith calculating and verifying cash and stock entitlements resulting from corporate action events.
Compliance & Controls: Adhere to all relevant regulatory requirements and internal policies; support audit and regulatory inquiries as needed.
Issue Resolution:Identifyand escalate discrepancies missing elections or processing errorsin a timely mannerto mitigate risk and financial exposure.
Reporting: Prepare andmaintainreports on corporate action events processing status and outstanding items for review by senior team members.
Education and Experience
Bachelors degree in Finance Accounting Economics Business ora relatedfield or equivalent work experience.
02 years of relevant experience in financial services; internship experience in operations corporate actions or securities processing is a plus.
Basic understanding of financial markets and common types of securities (equities fixed income mutual funds).
Familiarity withthe corporateactionslifecycle is a plus but not; training will be provided.
Preferred Qualifications
Experience or coursework in securities operations brokerage back-office or financial services operations.
Exposure to financial data platforms such as Bloomberg or Reuters.
Basicproficiencyin Microsoft Excel; experiencewith SQL or data tools is a bonus.
Pursuit of or interest in professional certifications such as FINRA Series 99 CFA or similar designations.
Knowledge Skills and Abilities
Strong attention to detail with the ability toidentifydiscrepancies in large data sets.
Clear and professional written and verbal communication skills for interaction with internal teams and clients.
Ability to prioritize and manage multiple tasks effectively under tight deadlines.
A collaborative mindset and willingness to learn in a team-oriented environment.
Comfort working with technology and financial systems; adaptable to new tools and processes.
Working Environment:
This role will work in aNightshiftschedule following Central Time Zone
Can work hybrid setup (twice a week onsite) with strong and stable internet connection
Please note this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits including a market-leading salary with an annual bonus 20 days of vacation leave plus regular and special non-working holidays and a training and development budget. Our benefits also cover private health insurance for medical and dental as well as life insurance. We emphasize work-life balance with flexible working hours parental leave a modern city center office and a hybrid work schedule that allows for greater flexibility by partially working from home. Additional perks include monthly team lunch-outs unlimited drinks and snacks and company recognition & rewards.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability veteran status marital status or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Required Experience:
IC
About Company
PEAK6 doesn't do anything the traditional way. Mainly because we're not your typical investment firm. We follow opportunities, not the status quo.
