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
Volunteer leave
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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.
About the company
Engaged Clients, Lower Costs, Seamless Service and Personalised Solutions
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