Senior Corporate Actions Officer

4 months ago


Edinburgh, United Kingdom FNZ Full time

Role Description

FNZ provides an opportunity to gain unparalleled experience working for an organisation with a unique combination of both retail technology and financial services at one of the fastest and most successful companies in the global FinTech sector.

Working within the FNZ Investment Operations Function you will be responsible for the processing and settlement of all financial transactions made by FNZ’s clients. The team is also tasked with processing corporate distributions and dividends, reconciling client positions and identifying and resolving fund issues. You will have the opportunity to work within different teams helping you to develop and gain all the skills and knowledge you need to progress in your career.

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

Experience required- 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 analyse, present and report complex information to senior stakeholders in a clear and concise manner

About FNZ Culture

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.

That’s why we value the strength and diversity of thought in our global team.

The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.

1. Customer obsessed for the long-term

2. Think big and make an impact

3. Act now and own it all the way

4. Challenge, commit and win together

Read more about The FNZ Way and our values:
Opportunities- Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.- Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;- Working in a flexible and agile way that meets the needs of the business and personal circumstances;- Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;- We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.

Commitment to Equal Opportunities

At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or mil



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