Corporate Actions Officer
Edinburgh
Hybrid
£Competitive + benefits + hybrid working + paid overtime
FNZ is seeking a Corporate Actions Officer to join our Investment Operations function. This is an excellent opportunity to develop your expertise within a fast-paced, growing FinTech business that sits at the heart of the global wealth management industry.
You'll play a key role in managing the accurate and timely processing of corporate actions across a wide range of investments on the FNZ platform. Working closely with custodians, fund managers, and internal teams, you'll help ensure operational excellence, data accuracy, and outstanding client service.
Key Responsibilities
Corporate Actions Processing
* Support the end-to-end lifecycle of corporate actions — from initial notification through to processing, reconciliation, and closure.
* Accurately capture, verify, and update corporate action events within FNZ systems.
* Investigate and resolve discrepancies or queries, escalating complex cases where necessary.
* Ensure adherence to regulatory, operational, and internal compliance standards.
Stakeholder Collaboration
* Work closely with third-party custodians, fund managers, and internal departments to ensure accurate data flow and timely execution.
* Maintain clear communication with key internal stakeholders regarding status updates and issue resolution.
* Contribute to the overall effectiveness and efficiency of the Corporate Actions team through collaboration and knowledge sharing.
Quality Control & Process Improvement
* Support quality assurance reviews to confirm accuracy and consistency of processing.
* Assist in maintaining and updating operational procedures.
* Identify potential areas for process improvement and suggest practical solutions.
* Keep up to date with market and regulatory changes affecting corporate actions.
What We're Looking For
* Excellent attention to detail with strong numerical and analytical skills.
* Confident communicator, able to liaise effectively with internal and external stakeholders.
* Proficient in Microsoft Office (particularly Excel); experience with CREST or equivalent systems is advantageous.
* Previous experience within Corporate Actions or a related area of investment operations (e.g. settlements, reconciliations, asset servicing) is desirable.
* Understanding of the corporate actions lifecycle and related financial instruments.
* Enthusiastic, proactive approach to learning and problem-solving.
What You'll Need to Succeed at FNZ
* A 'can-do' attitude and a willingness to learn in a fast-paced, global business.
* The ability to work accurately under pressure and meet tight deadlines.
* A collaborative mindset — you'll work closely with others to deliver excellent results.
* Curiosity and drive to continuously improve processes and performance.
Why Join FNZ?
At FNZ, we partner with the world's leading financial institutions to redefine wealth management through technology and innovation. You'll join a friendly, ambitious team that values growth, collaboration, and continuous learning.
We offer:
* Competitive salary and benefits package
* Paid overtime
* Hybrid and flexible working options
* Global career development opportunities
* Fully paid private health and life insurance
* Cycle to work scheme
* Paid parental and volunteer leave
* Comprehensive training and professional development support
Join FNZ as a Corporate Actions Officer and play your part in delivering accurate, efficient, and compliant investment operations for some of the world's most respected financial institutions.
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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 the world's leading financial institutions, with over US$2.2 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.