At a Glance
- Tasks: Lead complex corporate actions and mentor your team in a dynamic environment.
- Company: Established wealth management organisation with a focus on collaboration and growth.
- Benefits: Competitive salary, supportive culture, and opportunities for professional development.
- Other info: Join a team that values innovation and continuous improvement.
- Why this job: Become the go-to expert in corporate actions and make a real impact.
- Qualifications: 5+ years in corporate actions with strong analytical and communication skills.
The predicted salary is between 60000 - 75000 £ per year.
An established and growing wealth management organisation is seeking an experienced Corporate Actions to join its Operations team. This is an excellent opportunity for a corporate actions specialist who enjoys solving complex technical challenges, sharing knowledge with colleagues, and acting as a trusted expert within a highly regulated financial services environment.
The Opportunity
As the role in Corporate Actions, you will be the technical authority for complex and high-risk corporate action events, supporting both operational delivery and the ongoing development of the wider team. You will play a key role in interpreting complex event documentation, managing escalations, improving processes, and ensuring corporate actions are processed accurately, compliantly, and within market deadlines. This position would suit an experienced professional from a wealth management, private banking, custody, or investment operations background who is looking to utilise their expertise while helping to develop others.
Key Responsibilities
- Technical Expertise & Corporate Actions Processing
- Act as the primary escalation point for complex and non-standard corporate action events.
- Manage and process complex voluntary and mandatory events including:
- Tender offers
- Mergers and acquisitions
- Demergers
- Schemes of arrangement
- Re-domiciliations
- Corporate restructurings
- Interpret issuer documentation, offer terms, circulars and market announcements.
- Determine client eligibility, restrictions, election requirements and settlement treatments.
- Ensure accurate event setup, instruction management and custodian submissions.
- Manage high-risk events within strict market deadlines.
- Training, Coaching & Knowledge Sharing
- Provide technical guidance and support to Corporate Actions colleagues.
- Deliver on-job coaching and mentoring.
- Support the development of procedures, guidance notes and training materials.
- Act as the team's go-to expert for complex event queries and escalations.
- Risk, Controls & Compliance
- Identify and escalate operational, regulatory and reputational risks.
- Ensure adherence to internal controls and regulatory requirements.
- Support a UK and Channel Islands wealth management business.
- Maintain awareness of market restrictions, solicitation rules and relevant tax considerations.
- Process Improvement
- Identify opportunities to improve operational efficiency and reduce risk.
- Support system enhancements and testing activities.
- Contribute to continuous improvement initiatives across the Corporate Actions function.
About You
To be successful in this role, you will demonstrate:
- Significant Corporate Actions experience (typically 5+ years).
- Strong hands-on experience handling complex, voluntary and high-risk corporate actions.
- Experience interpreting issuer documentation and applying it within an operational environment.
- Strong understanding of custody operations and market-level processing.
- Experience working within wealth management, private banking, investment operations or custody environments.
- Excellent attention to detail and ability to work accurately under pressure.
- Strong analytical and problem-solving skills.
- Excellent communication skills with the ability to explain complex topics to non-specialists.
- A collaborative approach and the ability to influence stakeholders across the business.
Desirable Experience
- Experience using Avaloq or a similar custody/core banking platform.
- Knowledge of UK wealth management regulations and operational risk controls.
- Understanding of Crown Dependency regulatory considerations.
- Advanced Excel skills.
What's on Offer?
- Opportunity to become the recognised Corporate Actions expert within the business.
- Exposure to complex and high-profile corporate action events.
- A collaborative and supportive working environment.
- The chance to mentor and develop colleagues while contributing to process improvements and operational excellence.
If you have a strong Corporate Actions background and enjoy combining technical expertise with coaching, problem-solving and continuous improvement, we'd love to hear from you.
Corporate Actions employer: Bruin
Join a leading wealth management organisation that values expertise and collaboration, offering a supportive environment where you can thrive as a Corporate Actions specialist. With opportunities for professional growth, mentoring colleagues, and engaging with complex corporate action events, this role is perfect for those looking to make a meaningful impact in a highly regulated financial services setting. Enjoy the benefits of working in a dynamic team that prioritises continuous improvement and operational excellence.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Actions
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Bruin. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Corporate Actions
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Bruin.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Bruin's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Bruin
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Bruin.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Bruin will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Bruin employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
