At a Glance
- Tasks: Join our team to process global corporate events and manage client relationships.
- Company: SEI Investments is a leading global provider of investment management and technology solutions.
- Benefits: Enjoy hybrid working, comprehensive health care, tuition reimbursement, and a vibrant office culture.
- Why this job: Be part of a dynamic team focused on innovation, collaboration, and continuous improvement.
- Qualifications: Solid understanding of corporate events and strong organisational skills are essential.
- Other info: We value courage, integrity, and fun in our workplace.
The predicted salary is between 48000 - 72000 £ per year.
A Corporate Actions role in a busy operations team supporting our Wealth Platform clients. SEI supports a broad range of Corporate Actions, Proxy Voting and Fund conversions via our technology solutions. Candidates will be required to demonstrate a pro-active approach to client service and risk mitigation and an appetite for continuous process improvement.
What you will do:
- Process global corporate events across multiple clients in a timely manner
- Handle multi-currency CA transactions and events related to Traditional assets and Mutual Funds
- Provide strong oversight of functions executed by an offshore team
- Manage operational relationships with our custody network
- Process Proxy voting across multiple markets
- Maintain a strong Risk framework via incident reporting and adherence to our RCSA
- Provide support for implementation of new client relationships
Responsibilities include (but are not limited to):
- Process global corporate events across multiple clients using in house and market systems
- Review, investigate & resolve exceptions
- Review event detail dealing with custodians and second source validation where applicable
- Monitor and resolve stock holding discrepancies with custodians and fund providers within defined time frames
- Resolve differences from cash reconciliations between internal ledgers and cash agent balances within defined timeframes
- Escalate any issues to Supervisor immediately
- QA daily workload to identify errors, provide feedback, identify trends and contributing factors and recommend solutions
- Provide recommendations for improvement around process, control and efficiencies
- Liaise with Operating and business units as required to provide awareness of processing problems as they arise
- Proactively manage the client experience
- Participate in ad hoc projects as required
- Measure and feedback the performance of our custodians, primarily in terms of the accuracy and timeliness of their information and payments
Other:
- Keep Current - (market conditions, regulation, SEI products and services, etc) and maintain ongoing and effective communication and alignment of these with client business practices
- Maintenance and updating of internal systems/ data reference points in agreed format to ensure consistency and communication of relevant information within the team and ensure integrity of data
- Any other ad-hoc projects as required
What we need from you:
- Solid understanding of global corporate events
- Good understanding of the securities industry
- Knowledge of UK impact on book costs arising from CA processing including apportionment based on first day market value rules
- Knowledge of SWIFT format messaging preferred but not essential
- Knowledge and experience with Microsoft Office products including Word, Excel, Outlook and Access
- Excellent project management, organizational and PC skills
- Process-oriented with strong attention to detail
- Ability to handle multiple tasks and projects with tight delivery schedules
What we would like from you:
- Effective written and verbal communication skills
- Responsiveness, accountability and adaptability
- Professionalism and leadership
- Critical thinking and problem-solving skills
- Self-motivated and willing to learn
- Supports a healthy team environment
- Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
SEI's competitive advantage: To help you stay energised, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, strong pension plan, tuition reimbursement, hybrid working environment, and a work-life balance that enables you to relax, recharge and be there for the people you care about.
We are a technology and asset management company delivering on our promise of building brave futures for our clients, our communities, and ourselves. Come build your brave future at SEI.
SEI is an Equal Opportunity Employer.
Senior Corporate Actions Analyst | London, UK | Hybrid employer: SEI Investments (Europe) Ltd.
Contact Detail:
SEI Investments (Europe) Ltd. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Corporate Actions Analyst | London, UK | Hybrid
✨Tip Number 1
Familiarise yourself with global corporate events and the securities industry. Understanding the nuances of corporate actions will not only help you in interviews but also demonstrate your proactive approach to client service.
✨Tip Number 2
Network with professionals in the finance and investment sectors, especially those who have experience in corporate actions. Engaging with industry peers can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Stay updated on market conditions and regulations that impact corporate actions. This knowledge will show your commitment to continuous improvement and risk mitigation during discussions with potential employers.
✨Tip Number 4
Prepare to discuss specific examples of how you've managed multiple tasks under tight deadlines. Highlighting your project management skills and attention to detail will resonate well with the expectations for this role.
We think you need these skills to ace Senior Corporate Actions Analyst | London, UK | Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in corporate actions and the securities industry. Use specific examples that demonstrate your understanding of global corporate events and your ability to manage multi-currency transactions.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with SEI's values, particularly in areas like client service, risk mitigation, and process improvement.
Showcase Your Skills: Emphasise your project management and organisational skills in your application. Provide examples of how you've successfully handled multiple tasks under tight deadlines, as this is crucial for the Senior Corporate Actions Analyst role.
Highlight Continuous Learning: Mention any relevant training or certifications you have completed, especially those related to corporate actions or the securities industry. This shows your commitment to professional development and aligns with SEI's focus on continuous improvement.
How to prepare for a job interview at SEI Investments (Europe) Ltd.
✨Understand Corporate Actions
Make sure you have a solid grasp of global corporate events and how they impact clients. Be prepared to discuss specific examples from your experience that demonstrate your understanding of the securities industry.
✨Showcase Your Problem-Solving Skills
During the interview, highlight instances where you've successfully resolved discrepancies or issues in past roles. This will showcase your critical thinking and problem-solving abilities, which are crucial for this position.
✨Demonstrate Proactive Client Service
Prepare to discuss how you've previously managed client relationships and improved client experiences. SEI values a proactive approach, so share examples of how you've gone above and beyond for clients.
✨Familiarise Yourself with Technology Solutions
Since SEI uses technology solutions for corporate actions, be ready to talk about your experience with relevant software and systems. If you have knowledge of SWIFT messaging or similar tools, make sure to mention it.