Corporate Action Operations Specialist

About BBH

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. With a 200-year legacy and a shared passion for what’s next, BBH is the right place to build a fulfilling career. We value diverse experiences and transferable skillsets, and encourage candidates whose career paths may not align perfectly with every qualification to apply.

About the Role

The Corporate Action Operations Specialist supports the Corporate Action workflow for Capital Partner. This role ensures the accurate and timely processing of market events, reconciles activity across multiple platforms, posts tax withholding and fee activity, and reviews positions in advance of event posting. The Specialist 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.

Responsibilities

• 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 documentation in the daily work.
• 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.

Schedule

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.

Pay

Salary Range: $60,000–$75,000 base salary plus annual bonus target. BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range may differ in other locations due to cost of living and labor considerations.

Benefits

BBH’s total rewards package includes benefits that enhance your experience, such as long-term savings, healthcare, income protection, professional development opportunities, and time off. Our programs support your overall well-being.