Interim Corporate Actions Analyst

Job description

Corporate Actions Analyst – Wealth Platform Operations

The Opportunity

Join a busy operations team supporting the clients of a leading wealth management technology platform. Our client provides a broad range of Corporate Actions, Proxy Voting and Fund Conversion services through its own technology solutions, servicing a diverse book of wealth platform clients.

This is a hands-on role for someone who takes a proactive approach to client service and risk mitigation, with a genuine appetite for continuous process improvement. You'll process global corporate events across multiple clients, handling multi-currency transactions across both traditional assets and mutual funds.

Key Responsibilities

• Process global voluntary and mandatory corporate events across multiple clients in a timely manner
• Review, investigate and resolve exceptions
• Analyse event detail from custodian SWIFT messages and obtain second-source validation where required
• Monitor and resolve stock discrepancies between the firm and its custodians within defined timeframes, with awareness of CASS regulatory impacts
• Resolve cash reconciliation differences between internal ledgers and cash agent balances within defined timeframes, again with a clear understanding of CASS implications
• Escalate issues to your supervisor promptly
• QA daily workload to prioritise effectively, identify errors and provide workable resolutions
• Recommend process improvements, evaluating risk and control impact
• Liaise with operating and business units to flag processing issues and ensure cross-firm collaboration
• Proactively manage the client experience, adhering to SLAs and communicating professionally
• Participate in ad hoc projects as required
• Maintain and update internal systems and procedures to ensure data integrity and consistent communication across the team
• Stay abreast of the financial industry, market conditions, regulation and the firm's products and services
• Adhere to all relevant FCA requirements and compliance standards

What You'll Bring

• Solid understanding of global corporate events and the wider securities industry
• Knowledge of the UK impact on book costs arising from CA processing, including apportionment based on first-day market values
• Good working knowledge of SWIFT message formats
• Proficiency across Microsoft Office (Word, Excel, Outlook and Access)
• Ideally degree educated (or equivalent) with financial services experience
• Experience in private banking, mutual funds or investment advisory is preferred, alongside industry knowledge of asset management and investment processing
• Strong project management, organisational and PC skills
• A process-oriented mindset with excellent attention to detail
• The ability to juggle multiple tasks and projects to tight deadlines
• A genuine team player who supports collective outcomes and collaboration

Extra information

Status

Open

Education Level

Secondary School

Location

London Area

Type of Contract

Full-time jobs

Published at

05-08-2026

Profession type

Management

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English