Corporate Events Specialist

An all encompassing role to manage and process all Corporate Events

JOB INFORMATION:

JOB TITLE:                      Corporate Events Specialist

REPORTS TO:                  Senior Manager – Business Support Services

DEPARTMENT:                 Business Support Services

 LOCATION:                   Park Square, Leeds

JOB PURPOSE

An all encompassing role to manage and process all Corporate Events

JOB RESPONSIBILITIES

The role will require you to be responsible for all Corporate Actions and Distributions.

Daily Responsibilities will include:

Ensuring that all corporate actions (M&A events, capital reorganisations, name changes, security cancellations/suspensions, votes) and distributions (rights and dividends) are reflected in clients’ holdings and that appropriate authorisations/ choices are obtained from clients, e.g. whether to take up a rights issue or not, and processed accurately before the record date.

Ensure the processing of all Corporate Action acceptances and elections are completed correctly, monitored correctly and in a timely manner. This will involved both Crest message processing and the completion of necessary paperwork.

Ensure all Corporate Actions are processed with the correct Capital Gains Tax information to ensure client valuations are accurate at all times. This will involve researching each event to ensure all tax implications are reflected.

This is a very varied role so flexibility and a ‘can do’ attitude is a must. You need to be exceptionally organised, with the ability to multitask work and be able to deliver to tight deadlines. This position requires exceptionally good communication skills, impeccable self-presentation, and good IT skills. Fyshe Horton Finney is a demanding and varied financial services working environment with opportunity for advancement.

A full awareness of FSA regulations and working practices is required for the position. There would be appropriate ongoing training received but the job holder must also acknowledge changing regulations and reiterate change to others.

You must be proficient in MS Office and have experience in dealing with stockbroking systems such as CREST and settlement systems, preferably Investmaster 4iCore.

Internet based corporate action information websites.

Assistance to the business support team as and when necessary

Participation in reception rota as and when necessary

 The above list should not be deemed complete and may be subject to change over time.

The job also includes a certain amount of filing and other general administration duties and to do anything that may be reasonably asked of you. It may be that your skills could be better used in another department, or that shortages of staff elsewhere make it essential to use your abilities to better advantage. The Company may at any time transfer you to any part of its business, or require you to do alternative or additional duties, if this is reasonably required for the purposes of its business.