Job offer

**Corporate Actions Specialist**

The Corporate Actions Specialist at EFG International in Geneva supports the analysis and processing of corporate actions on portfolio assets and works closely with the team to ensure high-quality service for clients and internal stakeholders. Key responsibilities include handling and analyzing corporate actions, notifying client relationship officers, and processing instructions for voluntary events.

Job Description

General Information

  • Department: Global COO – Operations
  • Work time Percentage: 100%
  • Location: Geneva

Job Summary

As a Corporate Actions Specialist within our dedicated Corporate Actions team, you will play a key role in understanding and processing all mandatory and voluntary corporate actions on custody assets—including equities, bonds, structured products, and more—received daily by the team. You will join a team of 6 specialists, working closely within a larger group of 17 professionals who are committed to providing high-quality service to our clients and internal stakeholders.

Key Responsibilities

  • Treatment and analysis of corporate actions events received by SWIFT, Telex, and/or paper on all types of products (equities, bonds, etc.)
  • Provide our Client Relationship Officers with CA notifications in an efficient manner
  • Reconciliation of cash and stock on every corporate action file
  • Processing instructions on voluntary events (forwarding instructions received from our CROs to custodians)
  • Corporate actions booking
  • Follow up on any CA-related issues (questions from CRO, issues with custodians, etc.)
  • Other administrative tasks related to corporate actions activity.

Skills and Experience Required

  • Confirmed experience in corporate actions (minimum 3-5 years), ideally within private banking or a similar financial institution.
  • Strong understanding of financial products, including stocks and bonds.
  • Familiarity with SWIFT messages and market data providers such as Telekurs.
  • Good knowledge of core banking systems, preferably T24 (Globus).
  • Proficient in Microsoft Office, especially Excel.
  • Fluent in French and English, both written and spoken.
  • Excellent attention to detail; conscientious and efficient in all tasks.
  • Able to work independently while also being a collaborative team player.
  • Demonstrated ability to work under pressure and handle a heavy workload when needed.

Our Values

  • Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement
  • Hands-on: Being proactive to rapidly deliver high-quality results
  • Passionate: Being committed and striving for excellence
  • Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
  • Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.

Application

  • Please ensure to attach a cover letter and reference letters (if available) to your CV when filling out the application.
  • If you wish to apply for this position, please use the application link provided.

Job details

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