Operations Specialist - Corporate Actions Reorganization

Reposted 21 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
45K-60K Annually
Entry level
Fintech • Financial Services
The Role
The Operations Specialist processes corporate actions including announcements, elections, payments, and client communications while ensuring timely and accurate transaction management and risk mitigation.
Summary Generated by Built In

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.

POSITION SUMMARY

The Operations Specialist - Capital Actions Reorg is responsible for performing specialized operational securities processing activities in support of the firm’s business lines.  This would include activities such as; notification announcement input, instruction receipt and authentication, instruction entry, processing and recording, reporting and acknowledgement, and reconciliation.  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.

PRINCIPAL RESPONSIBILITIES

  • Processing Events      

    • Scrubbing Announcements from Market Data Vendors, Company Information, and Depositories and Agents

    • Input information into Corporate Action platform for Income and Mandatory Actions

    • Identify complex events and communicate to team members.

    • Processing of Class Action suits         

  • Processing Elections  

    • Process client instructions through manual entry into the Corporate Actions platform.

    • Process agent confirmations through the Corporate Actions platform for communication to clients.

    • Written and verbal communication of uninstructed positions to clients daily.

    • Processing of client account profile requests for Corporate Actions

  • Processing Payments 

    • Manual entry of payments onto 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.     

  • Client Service 

    • Communication of uninstructed positions via phone call to clients.

    • Communicate as part of a team to ensure superior client service.

    • Participate in client presentations or calls.   

  • Risk Management      

    • Identify problem items.

    • Communicate professionally and constructively to effectively resolve issues in a timely and efficient manner.        

.

KNOWLEDGE, SKILLS AND ABILITIES

  • 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.

   

Salary Range

Boston: $45,000 - $60,000 base salary + annual performance bonus

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.

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.

Skills Required

  • BA/BS degree or equivalent work experience
  • Demonstrated PC skills
  • Ability to communicate professionally through effective verbal and written skills
  • Organizational skills and detail oriented
  • Ability to manage time efficiently and effectively
  • Ability to multi-task

Brown Brothers Harriman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown Brothers Harriman and has not been reviewed or approved by Brown Brothers Harriman.

  • Parental & Family Support Parental leave and family-building support are positioned as standout parts of the package, including maternity/paternity leave and adoption/surrogacy assistance. These offerings are often framed as “top-tier” and can meaningfully offset weaker cash compensation for those who value family support.
  • Wellbeing & Lifestyle Benefits Well-being resources are described as comprehensive, spanning mental health support, wellness platforms, gym discounts, and related programs. Flexible work arrangements such as remote work and flextime also reinforce the lifestyle value of the overall rewards package.
  • Retirement Support Retirement benefits like 401(k) matching and profit sharing are highlighted as meaningful components of total rewards. The value can be time-dependent due to vesting requirements that may reduce near-term benefit for shorter-tenured employees.

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The Company
HQ: New York, NY
5,756 Employees
Year Founded: 1818

What We Do

Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.

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