Leading Wealth Manager requires an experienced Corporate Actions Analyst with c.5 years experience ,who could work remotely and or come into their East Anglia office 3 days week
The Middle Office team acts as a gatekeeper between the Advisers (Front Office) and our custodians (Back Office) as well as supporting the business in a number of different areas. The Specialists role will consist of three core tasks: The primary task of the specialist is the preparation, checking and dispatch of corporate action communications to clients and able to the support the business in respect of all corporate action related issues and queries. In addition to that they will also be responsible for checking and submitting of placing orders and finally the regular trading and settlement of client transactions for Silo. The Analyst will be required to undertake a number of other tasks, providing support to both the Advisers and clients. Importantly the Specialist will need to be able to switch between tasks effortlessly depending on priorities that arise on a day to day basis.
Preparation, checking and dispatch of corporate action communications to clients, advising them of the terms of the event in an easy to understand manner and detailing the options open to the client. Provide support to Advisers with regard to any corporate action events, including liaising with the Corporate Actions team at Platform Securities. Checking and submitting orders for IPO's and Placings within specified time lines. Liaising with our Research department on firm wide IPO's and Intermediary Offers and communicating updates to Investment Managers. Preparing, checking and submitting of daily and weekly client orders (purchases and sales) for Silo. Assisting with other Silo tasks such as managing the fund list and updating weightings for each plan. Other tasks include assisting with the Middle Office inbox, answering queries from Advisers and clients, and regular exception report checking. To provide direct support to your line manager as well as undertaking any other regular tasks that fall within the remit of the Middle Office team.