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.

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

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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