Corporate Actions Manager

Evelyn Partners are the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

What will you be doing?

We are looking for a talented individual to perform the daily duties, checking and general processing of all Corporate Actions functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements. The role holder will operate within defined standards and guidelines, which are aligned to service level agreements and data quality controls.

As Manager, Corporate Actions, some of your responsibilities will include:

• Documenting and completing all team tasks to deadline and resolving reconciling items within appropriate timescales; taking appropriate action to rectify errors or omissions and escalated any anomalies in a timely fashion.
• Providing technical advice to assist in resolving complex issues or queries which arise within the team; ensuring comprehensive client records are kept and that these are accurate and up to date at all times.
• Acting as an alternate contact for the department on Group wide projects and initiatives; supporting management in ensuring that systems, processes and controls are in place and are fit for purpose; supporting management in ensuring that team procedures are documented, periodically reviewed, and updated; supporting the senior manager in the implementation of the risk and control matrix.
• Working with management to review business initiatives, policies and products from an operational perspective to ensure that they are fully supportable; providing technical assistance to the change management programme relevant to your area and actively managing the development and delivery of changes to operational and systems infrastructure.
• Preparing accurate and comprehensive management information within the timescales agreed; regularly completing Training Needs Analysis of team members to ensure they have the required skill and knowledge to perform their role highlighting to the senior manager.
• Ensuring that all dealings with internal / external clients are conducted professionally and that requests are dealt with in a timely and effective manner and takes responsibility to resolve.

To be successful in this role, you should have:

• Significant operations experience gained within financial services.
• Demonstrable and practical knowledge of the regulatory environment relating to investment management and in particular settlement operations.
• Demonstrable experience of supervising the work of more junior members of staff.
• Experience of managing a team desirable, although not essential.
• Relevant Level 3 FCA recognised professional qualification (e.g. CISI Investment Operations Certificate) or appetite and ability to complete it within 18 months of appointment.

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment 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.

If you need any reasonable adjustments for your application process, please let your recruiter know.