Corporate Actions Specialist

Corporate Actions Specialist

Full-Time 40000 - 50000 £ / year (est.) No home office possible
IDEX Consulting Ltd

At a Glance

  • Tasks: Become a Corporate Actions expert, managing complex events and mentoring your team.
  • Company: Join a leading wealth management firm in Blackpool with a focus on innovation.
  • Benefits: Enjoy a fantastic benefits package including private medical insurance and generous holiday.
  • Other info: Great career growth opportunities in a supportive and dynamic environment.
  • Why this job: Make a real impact by guiding others and handling high-stakes corporate actions.
  • Qualifications: Experience in corporate actions and strong analytical skills are essential.

The predicted salary is between 40000 - 50000 £ per year.

My client is currently looking for a Corporate Actions specialist to join their team in Blackpool and be a subject matter expert to the wider team. The successful candidate will be responsible for providing deep technical expertise across complex corporate action events, acting as a point of escalation, quality control, and knowledge leadership within the Corporate Actions function.

Key Focuses

  • Upskilling and mentoring operational staff
  • Interpreting and managing complex, high-risk and non-standard corporate actions
  • Processing complex, high-risk and non-standard corporate actions
  • Ensuring regulatory, jurisdictional and tax considerations are correctly applied
  • Supporting a UK and Channel Islands wealth management business

Duties and responsibilities

  • Act as the primary technical authority for complex and non-standard corporate action events, including but not limited to:
  • Tender offers, schemes of arrangement, mergers, demergers, re-domiciliation and restructurings
  • Events with jurisdictional restrictions, solicitation limitations and regulatory sensitivities
  • Events involving overseas markets, depositary interests and custody chains.
  • Interpret issuer documentation, circulars and offer terms to determine:
    • Correct processing requirements
    • Client eligibility and restrictions
    • Instruction mechanics and deadlines
    • Settlement, consideration and entitlement treatment.
  • Lead and support the technical development of Corporate Actions staff, including:
    • On-the-job coaching and mentoring
    • Technical walkthroughs of complex events
    • Support with interpreting offer documentation and restrictions.
  • Contribute to the development and maintenance of:
    • Corporate actions procedures
    • Technical guidance notes and FAQs
    • Training materials and reference documentation.
  • Act as a go-to escalation point for complex queries from within Operations, Front Office and Client Services.
  • Extensive Benefits Package Includes:

    • Pension: Up to 7.5% employer matching (4.5% employee minimum contribution)
    • Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one
    • Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health
    • Life Assurance: 4x annual salary (from start date)
    • 25 days holiday, increasing with tenure (+ bank holidays)
    • Share Incentive Plan: Company matched shares (after 6 months)
    • Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan
    • Enhanced Maternity

    Corporate Actions Specialist employer: IDEX Consulting Ltd

    Join a dynamic team in Blackpool as a Corporate Actions Specialist, where you will not only leverage your expertise in complex corporate actions but also play a pivotal role in mentoring and upskilling your colleagues. Our supportive work culture prioritises employee growth, offering extensive benefits such as private medical insurance, a generous pension scheme, and opportunities for professional development, making it an excellent place for those seeking meaningful and rewarding employment.
    IDEX Consulting Ltd

    Contact Detail:

    IDEX Consulting Ltd Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Corporate Actions Specialist

    ✨Tip Number 1

    Network like a pro! Reach out to current employees at the company you're eyeing, especially those in similar roles. A friendly chat can give you insider info and might just get your foot in the door.

    ✨Tip Number 2

    Prepare for the interview by diving deep into corporate actions. Brush up on complex events like mergers and demergers, and be ready to discuss how you'd handle them. Show us you know your stuff!

    ✨Tip Number 3

    Don’t forget to showcase your mentoring skills! If you’ve got experience training others, make sure to highlight that. We love candidates who can uplift the team and share their knowledge.

    ✨Tip Number 4

    Apply through our website for a smoother process! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team.

    We think you need these skills to ace Corporate Actions Specialist

    Corporate Actions Expertise
    Technical Authority
    Quality Control
    Mentoring and Coaching
    Regulatory Knowledge
    Complex Problem Solving
    Documentation Interpretation
    Client Eligibility Assessment
    Settlement Processing
    Training Development
    Escalation Management
    Attention to Detail
    Communication Skills
    Adaptability

    Some tips for your application 🫡

    Tailor Your CV: Make sure your CV is tailored to the Corporate Actions Specialist role. Highlight your relevant experience and skills that match the job description, especially your expertise in handling complex corporate actions.

    Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific examples of your past work that demonstrate your ability to manage high-risk corporate actions and mentor others.

    Showcase Your Technical Knowledge: Since this role requires deep technical expertise, don’t shy away from showcasing your knowledge in your application. Discuss your familiarity with regulatory considerations and your experience with various corporate action events.

    Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

    How to prepare for a job interview at IDEX Consulting Ltd

    ✨Know Your Corporate Actions Inside Out

    Make sure you brush up on your knowledge of complex corporate actions like mergers, demergers, and tender offers. Be prepared to discuss specific examples and how you've handled similar situations in the past. This will show that you're not just familiar with the terms but can also apply them practically.

    ✨Showcase Your Mentoring Skills

    Since the role involves upskilling and mentoring staff, think of instances where you've successfully trained or guided others. Share these experiences during the interview to demonstrate your ability to lead and develop a team, which is crucial for this position.

    ✨Understand Regulatory Nuances

    Familiarise yourself with the regulatory, jurisdictional, and tax considerations relevant to corporate actions. Be ready to discuss how you've navigated these complexities in previous roles, as this will highlight your expertise and attention to detail.

    ✨Prepare for Technical Questions

    Expect to face technical questions that test your understanding of corporate actions processes. Practice explaining the mechanics of processing high-risk events and interpreting issuer documentation clearly and confidently. This will help you stand out as a knowledgeable candidate.

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