Corporate Actions Specialist
other jobs IDEX Consulting Ltd
Added before 2 Days
- England,North West,Lancashire,Blackpool
- Full Time, Permanent
- £35,000 - £40,000 per annum, inc benefits
Job Description:
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.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
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.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Job number 3727901
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Company Details:
IDEX Consulting Ltd
Company size: 20–49 employees
Industry: Recruitment Consultancy
’Taking Pride in Making You Successful’IDEX Consulting is an innovative, independent Recruitment and Talent Management Consultancy special...