Corporate Actions Specialist

My clients is currently looking for a Corporate Actions specialist to join their team in Blackpool and be a subject matter expert to the team.

• 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

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.

• 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 & Paternity Leave
• Wellness Days, flu jabs, eye care vouchers
• Microsoft Office for home use
• Discounts on the company's own investment services