Corporate Action Specialist

Company: Kohort Recruitment ? Making CASS, Operational Resilience and Compliance Recruitment Simple ?
Apply for the Corporate Action Specialist
Location: Lancashire
Job Description:

We are supporting a wealth management business with the hire of a Corporate Actions SME.

This is a hands-on technical role, acting as the escalation point for complex, high-risk and non-standard corporate action events. You will support the Corporate Events team with event interpretation, processing, quality control, training and process improvement.

Key responsibilities

  • Act as the SME for complex corporate actions, including tenders, mergers, schemes, restructures, demergers and re-domiciliations
  • Interpret issuer documentation, offer terms and circulars
  • Assess client eligibility, restrictions, deadlines, settlement and entitlement treatment
  • Process high-risk events, elections, nominee instructions and custodian submissions
  • Mentor and upskill operational staff through coaching and technical guidance
  • Identify and escalate operational, regulatory and conduct risks
  • Support procedure updates, training materials and process improvements

What we are looking for

  • Strong corporate actions experience, ideally within wealth management, private banking or custody
  • Hands‑on experience with complex, voluntary and high‑risk events
  • Ability to interpret issuer documentation and apply it operationally
  • Good understanding of custodian and market‑level processing
  • Avaloq experience would be highly desirable
  • Strong attention to detail, judgement and communication skills
  • Confident supporting teams and explaining complex events clearly

This role would suit an experienced Corporate Actions professional who enjoys the technical detail, wants to be a trusted point of escalation, and can help develop capability across a busy operational function.

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Posted: May 17th, 2026