Manager - Corporate Actions

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Company Description

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here:

Wealth, accountancy and business advisory services / Evelyn Partners

Careers / Evelyn Partners

Job Description

What will you be doing?

We're seeking a talented Manager to join our Corporate Actions team in Glasgow to assist the Senior Manager in daily responsibility for oversight of the team. You will perform managerial duties associated with Corporate Action functions and Evelyn Partners core values, behaviours and initiatives while ensuring compliance with the full end to end role performed within the team, taking into account all associated risks and deadlines.

As Manager - Corporate Actions, your responsibilities will include among others:

• Support the team with the daily processing and checking of all tasks associated with corporate actions. Maintain up-to-date knowledge of relevant Corporate Action practices ensuring market changes are adhered to and events processed according to regulations.
• Work with Technical Support, Settlement Operations and Investment Front Office representatives to implement IT system enhancements and procedural changes across the business, ensuring both daily and annual regulatory requirements are being adhered to.
• Ensure Corporate action deadlines are met through regular liaison with external Global Custodians and attend Client Service meetings with them to ensure the best service is being provided for our clients.
• Regularly interact with internal and external Audit to ensure the requirements for periodic compliance reviews are completed on time and with positive results.
• Provide technical advice to assist in resolving complex issues or queries which arise within the team and technical assistance to the change management program relevant to your area and actively manage the development and delivery of changes to operational and systems infrastructure
• Appropriate Management Information Report, Key Performance Indicators, Key Risk Indicators (KRI) in place and updated by due dates

Qualifications

Skills and Experience

To be successful in this role, you should;

• Experience managing a team and supervising the work of more junior members of staff
• Settlement operations experience gained within financial services is desirable
• Practical knowledge of the regulatory environment relating to investment management and in particular settlement operations
• Demonstrate ability to manage your team's daily tasks taking key risks into consideration
• Strong Interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences
• Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel

Desired

• Corporate Action, including new issues experience preferred but not essential
• Relevant Level 3 FCA recognized professional qualification (e.g. CISI Investment Operations Certificate) or appetite and ability to complete it within 18 months of appointment

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.