Corporate Actions Officer
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage corporate actions from notification through closure across wrap-platform investments. You will work with custodians and fund managers, allocate events, reconcile and pay income, resolve issues, maintain event records, monitor reports, audit postings, and respond to client queries.
Requirements
- Relevant degree
- Customer service
- Microsoft Excel
- Data analysis
- Banking
- Financial services
- FCA regulations
- Quantitative reasoning
- Problem-solving
Responsibilities
- Identify and allocate corporate actions accurately and on time
- Reconcile and pay client income within required timeframes
- Manage corporate-action lifecycles and resolve issues
- Process fund closures, mergers, and share-class conversions
- Maintain an event diary
- Resolve cash and asset reconciliation breaks
- Manage operational risk with Business Risk Champions and Senior Officers
- Review and improve operational processes
- Reduce outstanding client queries and issues
- Monitor HMRC ISA reports and audit daily postings
Benefits
- Cycle to work scheme
- Private health insurance
- Life insurance
- Training and development
- Paid parental leave
- Flexible working
- Volunteer leave
