Corporate Actions Analyst

Abeko B.V; Greater London; Hybrid; GBP 70,000 - 100,000; Full time

Job summary

Wellington Management in London seeks a Corporate Actions Analyst to manage day-to-day processing and validation of global corporate action events. You will work with portfolio management, legal, and operations teams to ensure accuracy and timely client entitlements.

You will develop and improve workflows with vendors and custodians, support complex voluntary events, and help drive risk controls and process enhancements in a fast-paced, collaborative environment.

Qualifications

• 5-7 years of relevant work experience in corporate actions.
• Knowledge of global corporate action life cycle.
• Experience with derivatives a plus.
• Ability to operate in a fast-paced environment with risk management.

Responsibilities

• Work closely with service providers, custodians and internal clients to improve workflows.
• Support Portfolio Management with analysis of complex voluntary events.
• Execute daily processing/validation procedures ensuring data integrity.
• Research and resolve action details, confirm client entitlements.
• Identify and implement process improvements and system enhancements.
• Represent Corporate Actions at interdepartmental and external meetings.

Skills

Corporate actions knowledge

Portfolio accounting

Derivatives knowledge

Data analysis

Communication skills

Problem solving

Tools

Vendor software

Market data systems

Job description

## Corporate Actions AnalystApply: London, United Kingdom: Full time: Posted Today: R94804# # **About Us****Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the Role# Role OverviewThe Corporate Actions team is a part of the Portfolio Operations Team within Investment Operations. Investment Operations provides each of Wellington’s investment teams with the data, controls, and support they need to ensure that their investment intent is accurately reflected in accordance with client regulatory and operational requirements. Other teams within Investment Operations include Derivative/Trade Operations, Portfolio Guideline Monitoring, Performance & Benchmark, Reference Data & Securities Valuation, and Portfolio Accounting.The Corporate Actions Analyst is responsible for the day-to-day activities associated with managing and processing of all corporate events. The Analyst will work in a team setting and communicate regularly with other groups within Investment Operations, and across the firm globally, including Trading, Portfolio Management, Legal, Performance, Derivative Operations, Private Equity, and Global Relationship Management. They will also serve as a resource to junior members of the team for market and event knowledge, escalations, and guidance.Primary Responsibilities* Work closely with Wellington’s corporate action service providers, custodians, and internal clients to develop and improve sound workflows;* Support Portfolio Management teams by providing analysis and understanding of complex voluntary events;* Execute daily processing/validation procedures while ensuring the integrity and consistency of global corporate action data across multiple platforms, and in alignment with market practice;* Research and resolve in-conflict action details, communicate voluntary instructions, and confirm client entitlements;* Identify and implement process improvements and system enhancements that increase efficiencies and/or reduce risk for the team and/or the firm;* Work with internal and external groups to resolve complex action issues; and* Represent Corporate Actions at interdepartmental and external meetings.QualificationsThe successful candidate for this position is likely to have:* 5-7 years of relevant work experience with a focus on corporate actions and portfolio accounting;* Highly knowledgeable of the life cycle of global corporate action events across all asset classes and products. Specific market and/or tax withholding knowledge a plus;* Experience with derivatives, especially corporate action processing on derivatives is a plus;* Experience reviewing Market/Company offering documents to interpret and communicate event details correctly and concisely to the firm;* Experience working with vendor products and technology;* Able to effectively operate in a fast-paced work environment while managing risk, deadlines, and ambiguities;* Analytical in approach to issue resolution;* Customer Service competency with excellent verbal and written communication skills; and* Possess a passion for intellectual curiosity, problem solving, and continuous learning. LocationThe role will be based in Wellington’s London office, Cardinal Place, 80 Victoria Street, London, SW1E 5JL.Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail]**.*We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.