At a Glance
- Tasks: Manage corporate actions and ensure accurate security data and pricing.
- Company: Join a leading investment management firm with a collaborative culture.
- Benefits: Competitive salary, hybrid work options, and opportunities for professional growth.
- Other info: Dynamic role with strong stakeholder engagement and career advancement potential.
- Why this job: Be a key player in financial operations and drive process improvements.
- Qualifications: Attention to detail, Excel skills, and knowledge of securities pricing.
The predicted salary is between 45000 - 50000 £ per year.
Sterling Williams are working alongside a great Investment management company who are seeking a permanent member of staff to join their Corporate Actions team.
Purpose
- Maintain accurate security static data, pricing and exchange rate information.
- Support end-to-end corporate actions and income processing activities.
- Act as a key operational contact for internal stakeholders and third-party service providers.
- Contribute to operational excellence, risk reduction and process improvement initiatives.
Responsibilities
- Provide oversight support on equities, funds, bonds, ETFs, futures and related instrument setup.
- Maintain daily security pricing and exchange rates including forwards.
- Perform price validation, price checking and manual pricing activities.
- Conduct ISA eligibility and instrument setup reviews.
- Act as escalation point for static data and pricing queries.
- Disseminate corporate action notifications to relevant business areas.
- Process mandatory and voluntary corporate actions and associated client instructions.
- Ensure client and fund entitlements are processed accurately.
- Review late dividend reporting and investigate exceptions.
- Review error and reversal notifications and coordinate corrective actions.
- Process proxy voting activity and related administration.
- Resolve corporate action and income-related enquiries.
Stakeholder Management & Continuous Improvement
- Build strong relationships with investment teams, dealing desks, custodians, auditors and service providers.
- Support business projects and change initiatives.
- Identify procedural improvements and operational efficiencies.
- Maintain procedure and process documents and ensure adherence to controls.
- Provide management information and operational reporting as required.
Skills & Experience
- Strong attention to detail and accuracy.
- Ability to interpret and summarise large quantities of information.
- Advanced/intermediate Excel skills.
- Experience with Bloomberg, ICE, Morningstar and/or Pershing desirable.
- Strong communication and organisational skills.
- Ability to manage competing priorities and meet deadlines.
- Demonstrated initiative, ownership and problem-solving capability.
Knowledge
- Securities pricing experience.
- Knowledge of equities, bonds, funds, ETFs and fixed income instruments.
- Corporate actions and income processing knowledge.
- Understanding of operational risk and control environments.
- Knowledge of tax-wrapper eligibility such as ISA, OSB and SIPP.
Corporate Actions employer: Sterling Williams LTD
Join a leading investment management company that values precision and teamwork in the heart of London. With a competitive salary and a hybrid work model, we offer a supportive culture that fosters professional growth and development, ensuring you thrive in your role as a Corporate Actions Specialist. Experience a dynamic environment where your contributions directly impact our success and enjoy unique benefits tailored to enhance your work-life balance.
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 Sterling Williams LTD. 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 Sterling Williams LTD.
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 Sterling Williams LTD'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 Sterling Williams LTD
✨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 Sterling Williams LTD.
✨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 Sterling Williams LTD 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 Sterling Williams LTD 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.
