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Role Description
Working as a Corporate Actions Senior you will be responsible for providing specialist support and advice within the Corporate Actions Team which is responsible for the end to end identification, data gather, allocation and updating of all Corporate Actions on the Wrap Platform across a broad range of investments.
Role Description
Working as a Corporate Actions Senior you will be responsible for providing specialist support and advice within the Corporate Actions Team which is responsible for the end to end identification, data gather, allocation and updating of all Corporate Actions on the Wrap Platform across a broad range of investments.
Key Responsibilities
* Senior; Expert on the lifecycle of a Corporate Action from initial notification to file closure and responsible for the investigation/resolution of any complex issues
* Stakeholders: Maintain strong working relationships with Third Party Custodians, External Fund Managers and internal teams to identify and process all relevant Corporate Actions
* Client: Interact with key clients on a weekly basis and actively work to reduce the number of outstanding queries and issues
* QA & MI; Support manager in reviewing work and production of MI to demonstrate effectiveness of controls within team
* Process Improvement & Documentation; Drive forward ideas from the team to improve the existing operating process and periodically review procedures to ensure completeness
* Development; Keep up to date with market changes and developments that impact the team
* Technical; maintain technical understanding of platform functionality and operation, end to end view of the process and platform for team
* This role is in scope for activities which have an indirect impact on CASS processing which takes place within FNZ for FNZ and/or FNZ’s clients. This role has a requirement to remain up to date with CASS developments and changes as communicated with FNZ
What We Are Looking For
* Significant experience in a Senior Corporate Actions role, ideally within a platform environment
* Detailed knowledge of the Corporate Action lifecycle
* IOC / Investment Certificate / CFA or working towards
* Knowledge of equity markets and CREST would be advantageous
* Excellent communication, relationship management and influencing skills
* Ability to analyze, present and report complex information to senior stakeholders in a clear and concise manner
What will you need to succeed at FNZ?
* A 'can-do', adaptable approach. FNZ moves fast – you will need to be willing to learn new things quickly
* You will be a self-starter
* High level problem solving and quantitative reasoning
* Work well in a team and build collaborative relationships with stakeholders
* Strong attention to detail
What We Offer
* Be part of a successful company that continues to grow and expand into new markets
* Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority
* Unique exposure to UK markets and a broad range of investment products
* Global career opportunities
* Friendly, open and motivating work environment
* Cycle to work scheme
* Fully paid private health and life insurance plus other add on benefits
* Fully paid training & development opportunities
* Paid parental leave
* Flexible working
* Volunteer leave
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Business Development and Sales
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