JOB DESCRIPTION
Job Title: Corporate Actions Associate
Immediate Manager’s Job Title: Manager, Corporate Actions
Date Written: September 2026
Banking Group: Capital Markets
Department: Operations
Employing Company: BMO Capital Markets Ltd
Location: London
Immediate Manager’s Location: London
Mandate
We are a long established Tier 1 broker dealer, with a history of being in the forefront of Equity Finance trading. Recent expansion means we now have multiple proprietary/market making desks as well as the original core stock lending desk.
The London Asset Servicing team consists of Tax operations, Dividends/income and Corporate Actions teams. They service the trades/positions on five business entities, two north American and three European.
With the continued expansion of the business lines, which include a new synthetic/cash prime brokerage desk, an enthusiastic and dedicated FTE is needed to provide greater capacity within the corporate actions team
Knowledge and Skills
- 5+ years' experience in asset servicing, with a Minimum of 3 years' experience in a voluntary corporate actions role. Within a Top/Mid-tier broker dealer or Bank
- Undergraduate degree with a solid mathematics component, or an equivalent depth of knowledge via experience/training
- Experience servicing cash Prime Brokerage clients is preferable
- Strong Understanding of voluntary election arbitrage
- Strong working knowledge of Microsoft office applications such as Excel
- Attention to detail is a must
- Strong time management and organisational skills
- A collaborative approach to working with teams in other geographical locations, for the running of BAU work as well as ongoing project work
- The ability to spot gaps, therefore risk, in the process, with the corresponding ability to provide workable solutions
- Team player - We are a stable group with a high retention rate of engaged employees. This is to be fostered by following the group ethos of being candid, respecting others and showing diligence in all that we do
Key Accountabilities
- Reports to the Manager of the London Corporate actions team.
- All corporate action types are offered, except for Proxy voting, primarily on equity instruments
- End to end processing of the corporate action lifecycle, from announcement capture through to the final entitlement reconciliations
- Daily liaison with trading desks, ops groups, accounts and institutional counterparties is needed to ensure the efficient processing of elections and entitlement setups
- Daily monitoring and clearance of cash/stock reconciliations
- Due to the small nature of the team, a hands-on approach to helping with BAU work is essential
- Working with the team manager to fulfil year-end/mid-year reviews and individual goal setting
- Participation in in-flight and future departmental projects. The main current one being the integration of voluntary corporate actions processing into the new in-house entitlement tracking system (EnTrack) and the external vendor system.
- A Hybrid working model is in place, with the weighting being towards Home working
This arrangement is flexible and can usually be tailored towards the individual circumstances of the employee
Working Conditions
This role operates within a hybrid working environment which entails balancing meaningful time spent in the office for collaboration and connection with teams based on the expectations of your business group and role, along with time spent working remotely.
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Corporate Actions Associate employer: Marcus Donald People
As a Settlements Analyst in our dynamic Equity Operations team based in London, you will thrive in a collaborative and inclusive work culture that prioritises employee growth and development. We offer a hybrid working pattern, competitive benefits, and the opportunity to engage with diverse international markets, making this role not just a job, but a meaningful career path in the financial sector.
