Corporate Actions Team Leader, Senior Associate

Corporate Actions Team Leader – Senior Associate

Background: State Street Corporate Actions consists of approximately 900 individuals with presence in 6 locations Globally  carrying out an end to end Corporate Action process within both a custody and  

Role Purpose: An excellent opportunity has arisen at the senior associate level within Corporate Actions which involves carrying out a high risk function within the operation. The successful candidate’s responsibilities primarily include processing instructions and auditing confirmation as well as accounting transactions in Investment Books of Records (IBOR) for respective allotted clients for Global market events within a Middle Office or Custody environment. This will also involve working closely with Global (Sub) Custodians around the entitlement confirmation process on behalf of a diverse client base. Senior Associate perform allocate workload for rest of the team, close BAU with EON checks, act as first point of escalation.

Role  Responsibilities :

• Act as an Expert of an operating team providing support and control over complex and time critical corporate action events and transactions.
• Provide training and coaching to team members
• Account transactions in Investment Books of Records (IBOR) for respective allotted clients and reconciling entitlements.
• Assist managers by prioritizing the workload and ensure daily tasks are completed
• Ensure effective risk management by coordinating or completing end of day management reporting and ensuring timely escalation and resolution of pertinent issues.
• Act as a subject matter expert support on projects and initiatives aimed at improving the corporate action product.
• Provide coverage in the absence of team member or First Line Manager.
• As assigned process and/or resolve complex issues such as, but not limited to analyze and research Corporate actions across the globe
• Assist and co-ordinate procedural changes to the current process
• Identify areas where a process can be automated
• Deliver effective client service

Key Knowledge/Qualifications/Experience:

• Proven experience in Corporate Actions environment is a must
• Understanding of Corporate Action Lifecycle
• Knowledge of Swift Messaging Standards (ISO 15022)
• An excellent understanding of the financial services industry
• Fluent in written and spoken English
• Good knowledge of financial instruments
• Good knowledge of Custody Banking
• Proficiency in Microsoft Office Package
• Educated to a degree level (preferred)
• Experience in supervising a team is an advantage but is not essential.

Skills/Competencies

• Strong communication and inter-personal skills essential
• Acts collaboratively
• willingness to learn
• Positive approach
• Team player
• Idea generator
• Demonstrates ability to work accurately and to daily deadlines

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