Corporate Actions Specialist

General Info

• Department: Global COO – Operations


• Work time Percentage: 100%


• Location: Geneva

EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. 

EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.

Our Purpose and Mission

Empowering entrepreneurial minds to create value – today and for the future.

private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.

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 the corporate actions events received by swift , Telekurs and/or paper on all kind of products (Equities, Bonds, etc…)


• Provide our Client Relationship Officers with CA notifications in an efficient manner


• Cash and stock reconciliation on every Corporate Action file


• Instructions processing on voluntary events (forward the instructions received from our CROs to the 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 equities 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 autonomously while also being a collaborative team player.


• Demonstrated ability to work under pressure and cope with a heavy workload when needed.

• 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.

1. Please ensure to attach a cover letter and reference letters (if available) to your CV when filling the application.


2. Should you wish to apply for this position use this link to apply.