Corporate Actions Analyst

Altruist

Altruist

IT
Dallas, TX, USA
Posted on Tuesday, June 11, 2024

About Altruist

Altruist is a fast growing fintech company that's transforming the financial advice industry. Our mission is to make financial advice better, more affordable, and accessible to everyone. We’re a modern custodian built exclusively for registered investment advisors (RIAs). As we disrupt legacy custodians and revolutionize the $100T RIA market, we're seeking exceptional individuals to join our team. If you embody our core values of kindness, brilliance, and grit, and are passionate about making a meaningful impact, we want to hear from you!

About the position

Altruist is entering an exciting phase, and we’re looking for a dynamic and forward-thinking Corporate Action Analyst to join our team. This analyst role will be responsible for handling the day-to-day corporate action process, which includes, but is not limited to, dividend, mandatory, voluntary, and proxy event processing. An ideal candidate will also assist with scaling and streamlining new and current processes and serve as an SME for their areas of responsibility.

What you’ll do

  • Process the entire lifecycle of mandatory and voluntary corporate action and proxy events.
  • Review and reconcile all dividend, principal, and interest payments, including dividend reinvestments and mutual fund dividends.
  • Build and maintain strong relationships with internal and external partners to facilitate issue resolution, operational improvements, and risk reduction.
  • Maintain a focus on client servicing, promptly responding to inquiries, and accurately resolving issues.
  • Contributes to the achievement of team goals and objectives.

What you’ll bring

  • 1-3 years of corporate action experience.
  • Proficiency in DTCC, back-office systems (FIS knowledge a plus), Excel/Google.
  • Proven capability to prioritize and meet deadlines
  • Ability to maintain a positive attitude during times of heavy volume and/or change
  • Strong analytical, research, data entry, and prioritization skills
  • Ability to understand and mitigate risk
  • Excellent written and verbal communication skills
  • Series 7 and 99 FINRA Licenses Preferred, or willing to obtain within 6 months of hire.
Dallas, TX salary range
$59,000$86,000 USD

Benefits

  • Competitive salary and stock options
  • Premium Healthcare, Dental, and Vision insurance plans
  • Generous paid parental leave
  • 401(k) savings plan with matching contributions
  • Flexible paid time off

Total compensation includes a competitive benefits package along with equity in the form of Stock Options (ISOs). A salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and compensation programs regularly to ensure fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.

Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.