At a Glance
- Tasks: Join us to modernise Corporate Actions processing and drive impactful change in a global investment bank.
- Company: Jefferies, a leading global securities and investment banking group with 50 years of expertise.
- Benefits: Competitive pay, dynamic work environment, and opportunities for professional growth.
- Other info: Collaborative culture with opportunities to work across EMEA and APAC regions.
- Why this job: Be at the forefront of financial technology and make a real difference in operations.
- Qualifications: 5-8 years as a Business Analyst in Investment Banking with strong Corporate Actions knowledge.
The predicted salary is between 60000 - 80000 £ per year.
Jefferies, a global securities and investment banking group, has served companies and their investors for 50 years and operates in over 30 cities around the world. We provide world-class investment banking, sales & trading, research and asset management to a diverse range of corporate clients, institutional investors and high net worth individuals.
Department Overview: The International Operations Project Management group oversees the end‑to‑end delivery of Operations change across EMEA and APAC, covering new business enablement, process simplification, regulatory and market‑wide initiatives, control enhancements, and mandatory system upgrades.
Job Description: We are implementing a strategic SaaS platform to modernize and automate Corporate Actions processing across Equities, Fixed Income, Securities Lending/Repo, and relevant derivative products (e.g. swaps). The Business Analyst will play a critical, hands‑on role from discovery through go‑live, owning requirements definition, process re‑design, data and message mapping, testing coordination, and change adoption. This role suits a delivery‑focused BA with deep end‑to‑end Corporate Actions expertise (Reorg & Income), strong data/integration capability, and experience partnering with large financial software vendors in complex operating environments.
Key Responsibilities & Tasks:
- Analysis and Design: Document as‑is and to‑be processes, controls and flows, optimizing for STP, control robustness, and auditability.
- Elicit, author, and manage business requirements (BRDs), user stories with clear acceptance criteria, functional and non‑functional requirements (scalability, performance, resiliency, security, data privacy).
- Partner with the Delivery Lead to shape the Target Operating Model (TOM), including maker/checker principles, exception handling, dashboards, MI/analytics, RACI, SLAs/OLAs, and control framework.
- Corporate Actions Domain (Reorg & Income): Cover full event lifecycles across mandatory, voluntary, and mandatory‑with‑choice events, including entitlements, elections, market claims, tax and withholding, FX and funding, posting to books & records and GL.
- Articulate product‑specific nuances across Equities, Fixed Income, Securities Lending/Repo, and swaps.
- Understand CASS / Client Money touchpoints and SRD II obligations.
- Work with market infrastructures, custodians, and data vendors (e.g. Euroclear, Clearstream, CREST) and corporate action messaging standards (SWIFT MT564/566/568 – ISO 15022).
- Data and Integration: Own data and message mapping across the SaaS platform and downstream/upstream systems, including positions and inventory, security master and static data, cash and securities postings.
- Collaborate with Technology to define and document APIs, flat‑file, and SWIFT interfaces, including field‑level mapping, transformation rules, and end‑to‑end data traceability.
- Support platform configuration by aligning business rules with vendor product capabilities; manage backlog items, change requests, risks, and dependencies.
- Testing, Migration & Go‑Live: Lead and coordinate SIT, UAT, regression testing, parallel runs, and go‑live rehearsals across regions and products.
- Maintain a requirements traceability matrix from design through testing.
- Prepare and execute test plans, scripts, and data, validate corporate action event simulations, and support defect triage and prioritization.
- Support data migration strategy (reference data, in‑flight events, elections) and cutover approach (big bang vs phased), including reconciliation, contingency, and back‑out planning.
- Delivery & Stakeholder Management: Run structured workshops and interviews and secure sign‑off across Operations, Technology, Control, Tax, and Compliance.
- Partner closely with the Delivery Lead on scope, milestones, dependencies, and resourcing.
- Proactively identify automation opportunities and continuous improvement initiatives beyond initial go‑live.
- Contribute to change management and training, including user guides, playbooks, and operational procedures.
Qualifications/Experience:
- 5–8+ years’ experience as a Business Analyst (or hybrid BA/PM) in Investment Banking, Prime Brokerage, or Asset Servicing Operations.
- Deep, hands‑on knowledge of Corporate Actions, with strong coverage of reorganisations (tenders, rights, conversions, exchanges, mergers) and income events (dividends, coupons, redemptions).
- Proven experience delivering change with a major financial software vendor or SaaS platform in the Corporate Actions domain.
- Strong capability across requirements engineering, process modelling, data mapping, interface specifications, and traceability.
- Demonstrated leadership across SIT/UAT, parallel run, and cutover delivery.
- Excellent communication skills; confident engaging and influencing stakeholders up to MD level.
- Tools: Jira, Confluence, Excel, Visio (or similar), PowerPoint. Basic SQL for data validation (preferable).
Corporate Action Business Analyst - Contract employer: Jefferies
Jefferies is an excellent employer that fosters a dynamic and inclusive work culture, encouraging innovation and collaboration among its teams. With a strong focus on employee growth, the company offers numerous opportunities for professional development and advancement in the finance sector. Located in a vibrant financial hub, Jefferies provides a stimulating environment where employees can thrive while contributing to impactful projects in AI-driven finance and audit.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Action Business Analyst - Contract
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment banking sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings at Jefferies or similar firms.
✨Tip Number 2
Prepare for interviews by diving deep into Corporate Actions. Brush up on your knowledge of reorganisations and income events. Be ready to discuss how your experience aligns with the role and how you can contribute to the team’s success at Jefferies.
✨Tip Number 3
Showcase your problem-solving skills! During interviews, share specific examples of how you've tackled challenges in previous roles. Highlight your experience with SaaS platforms and data mapping, as these are key for the Business Analyst position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Jefferies. Let’s get you that dream job!
We think you need these skills to ace Corporate Action Business Analyst - Contract
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Corporate Action Business Analyst role. Highlight your experience in investment banking and any specific projects related to Corporate Actions. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a perfect fit. Don’t forget to mention your experience with SaaS platforms and data integration.
Showcase Your Achievements:When detailing your work experience, focus on achievements rather than just responsibilities. Use metrics where possible to demonstrate your impact, especially in areas like process optimisation and stakeholder management. We love numbers!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at Jefferies!
How to prepare for a job interview at Jefferies
✨Know Your Corporate Actions Inside Out
Make sure you brush up on your knowledge of Corporate Actions, especially reorganisations and income events. Be ready to discuss specific examples from your experience that demonstrate your expertise in these areas, as this will show your potential employer that you’re the right fit for the role.
✨Master the Tools of the Trade
Familiarise yourself with the tools mentioned in the job description, like Jira, Confluence, and Excel. If you can, practice using them beforehand so you can confidently discuss how you've used these tools in past projects during the interview.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage complex projects. Think of situations where you’ve had to lead testing or coordinate with multiple stakeholders, and be ready to explain your approach and the outcomes.
✨Showcase Your Communication Skills
Since the role involves engaging with stakeholders at various levels, practice articulating your thoughts clearly and concisely. Prepare to discuss how you’ve influenced decisions or managed expectations in previous roles, as strong communication is key in this position.
