What are the responsibilities and job description for the Corporate Actions Analyst position at Webull Financial?
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.
About The Role & Team
We are seeking a detail-oriented Corporate Actions Analyst to support our Corporate Actions team with the timely creation, review, validation, and approval of stock market corporate action events. This role operates during the early morning shift to ensure Webull client positions are prepared for the day ahead and that corporate action events are processed accurately and efficiently.
As a key contributor to our clearing operations, you will play a vital role in monitoring, validating, and responding to mandatory and voluntary corporate action events such as splits, mergers, reorganizations, dividends, and other equity events.
In This Role, You Will
Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 14 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.
Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:
EEOC Statement
Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
About The Role & Team
We are seeking a detail-oriented Corporate Actions Analyst to support our Corporate Actions team with the timely creation, review, validation, and approval of stock market corporate action events. This role operates during the early morning shift to ensure Webull client positions are prepared for the day ahead and that corporate action events are processed accurately and efficiently.
As a key contributor to our clearing operations, you will play a vital role in monitoring, validating, and responding to mandatory and voluntary corporate action events such as splits, mergers, reorganizations, dividends, and other equity events.
In This Role, You Will
- Monitor overnight corporate action announcements from market sources and vendors.
- Review and approve corporate action events in internal systems, ensuring completeness and accuracy.
- Coordinate and communicate with internal and external stakeholders to ensure instructions and deliverables are clearly understood across the firm and by clients.
- Validate and interpret event terms (mandatory/voluntary) against official issuer and custodian data.
- Process corporate action entitlements and ensure instructions meet compliance and control standards.
- Reconcile event data with internal records and resolve discrepancies or exceptions proactively.
- Document event decisions and maintain accurate records for audit and reporting purposes.
- Participate in process improvement initiatives and assist with ad-hoc projects as needed.
- Bachelor’s degree in economics, business, or finance
- 2 years of brokerage experience, or experience in clearing operations
- Series 7 certified
- Familiarity with corporate actions
- Strong problem-solving skills and attention to detail
- Strong sense of urgency when it comes to supporting resolution
- Team player with the ability to lead
Webull is more than a fintech company—we’re a global community of innovators, collaborators, and trailblazers. Headquartered in St. Petersburg, FL, Webull operates in 14 regions worldwide, serving over 20 million users. At Webull, your ideas matter, your voice is heard, and your work makes a real impact.
Investing in our people is a top priority for us, which is why we have a comprehensive benefits package that includes:
- Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
- Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
- Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
- Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
- Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
- Dynamic Office Perks: Catered breakfast (every Monday) & lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
EEOC Statement
Webull is an equal opportunity employer. We’re committed to building a diverse and inclusive team where all backgrounds, perspectives, and talents are valued.
Salary : $65,000 - $75,000