Private Banking Middle Office - Associate - Birmingham

We are seeking high‑calibre Associate and Assistant Vice President–level professionals to join a fast‑paced operations environment supporting a leading private banking institution. These roles sit within the broader Operations function, with a primary focus on Asset Servicing.

The ideal candidate will bring hands‑on experience from operational or middle‑office teams, in equity or fixed income space, and have the capability to integrate quickly and operate autonomously. The ideal candidate will have background in corporate action event processing (both mandatory and voluntary), managing end‑to‑end processing, event notifications, bookings, reconciliations, and custodian interactions. Candidates should demonstrate familiarity with event‑specific nuances (e.g., Japanese stock splits), and be comfortable navigating multiple systems while maintaining rigorous attention to detail and control frameworks. Alongside asset servicing, experience within settlements is highly valued, including SWIFT messaging familiarity, market matching requirements, and understanding of 515/518 processes. Knowledge of SSIs, custody workflows, asset transfers, and how CASS rules 6 & 7 apply in an operational setting is also important.

Success in this role requires excellent interpersonal skills, as you will regularly communicate with internal teams, external custodians, and client‑facing staff. A strong risk mindset, ability to manage exceptions, and confidence in escalating issues appropriately are essential.

• Operational background within financial services (private banking preferred but not essential)
• Experience across asset servicing, corporate actions, reconciliations, and/or settlements
• Ability to hit the ground running with minimal product or technical theory training
• Strong risk and control mindset with proven stakeholder communication skills
• Familiarity with custody processes, CASS rules, SSIs, and core industry systems

• Support the Asset Servicing and Operations teams across corporate actions, including mandatory and voluntary events
• Process event notifications, incoming instructions, bookings, and custodian portal updates
• Manage reconciliations across multiple internal systems
• Handle event‑specific nuances and market‑specific requirements (e.g., Japanese market conventions)
• Support settlements workflows including SWIFT messaging, trade matching, 515s/518s, and market‑specific rules
• Maintain and update SSIs where required
• Apply understanding of CASS rules (particularly 6 & 7) to operational processes
• Assist with asset transfers and custody‑related workflows
• Communicate effectively with internal stakeholders, custodians, and client‑facing teams
• Uphold strong risk, control, and governance standards

This is a fixed-term contract full‑time position located in Birmingham. As the selection and interview process is ongoing, please submit your application in English as soon as possible. For this role a valid working permit for the UK is mandatory.

Expectations regarding hybrid working: As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office aligns to what our clients' policies and expectations are. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita require. However, some of our clients have now moved up to 4 days and even 5 days in the office and we require candidates to be flexible to meet our client demands.