Corporate ActionsVice President

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

What youll bring to the role:

Global Corporate Actions Oversight: Lead the global Corporate Actions team in processing and tracking mandatory and voluntary events across multiple regions and asset classes
Proxy Voting & Governance: Manage global proxy voting operations ensuring compliance with governance standards and client policies
Class Actions: Oversee monitoring tracking and administration of global class action claims to safeguard investor entitlements
Tax Reclaim Oversight: Provide global oversight for tax reclaims related to corporate actions ensuring compliance with documentation and regulatory requirements
Global Communication: Act as the key point of contact with custodians brokers and data providers worldwide ensuring timely and accurate event information and instructions
Portfolio Application: Ensure corporate action events are correctly reflected in portfolios accounting and investment systems across the firm
Risk & Exception Management: Identify escalate and resolve discrepancies breaks and exceptions in a timely and well-controlled manner
Process Innovation: Champion the adoption of automation AI and advanced technologies to improve efficiency scalability and risk management
Team Leadership: Manage mentor and develop a high-performing global team of 10 FTEs fostering collaboration accountability and continuous improvement
KPI & SLA Reporting: Track and report on operational metrics (timeliness accuracy efficiency) to senior management within the global asset management organization
Industry Leading Technologies: Use industry-leading technologies like Alteryx PowerBI GenAI etc. to develop tools for the operations team to pursue automation and enhance efficiency.

What youll bring to the role:

12 years of experience in Corporate Actions operations preferably within Asset Management or Global Investment Operations
Expertise across mandatory and voluntary corporate actions proxy voting class actions and tax reclaims
Strong understanding of global market practices custodian processes and regulatory standards
Proven leadership experience managing global teams (8-15 FTEs) in a fast-paced high-control environment
Experience working with corporate action processing systems (e.g. Bloomberg SWIFT DTCC custodian portals)
Demonstrated ability to drive process re-engineering automation and AI adoption to modernize operations
Excellent communication and stakeholder management skills with both internal and external partners across regions
Bachelors degree in finance Accounting Economics or related field (advanced qualifications a plus)

Interested can contact

Required Skills:

Asset ManagementAsset Management CompaniesCorporate ActionsGenAIAlteryxPower BIaction oversighttax reclaimOperational Cost Analysisoperation controlCustodiansProxy Voting & GovernanceClass ActionsTax Reclaim OversightPortfolio ApplicationProcess InnovationBloombergprocess re-engineering

What youll bring to the role: Global Corporate Actions Oversight: Lead the global Corporate Actions team in processing and tracking mandatory and voluntary events across multiple regions and asset classes Proxy Voting & Governance: Manage global proxy voting operations ensuring compliance with g...

What youll bring to the role:

Global Corporate Actions Oversight: Lead the global Corporate Actions team in processing and tracking mandatory and voluntary events across multiple regions and asset classes
Proxy Voting & Governance: Manage global proxy voting operations ensuring compliance with governance standards and client policies
Class Actions: Oversee monitoring tracking and administration of global class action claims to safeguard investor entitlements
Tax Reclaim Oversight: Provide global oversight for tax reclaims related to corporate actions ensuring compliance with documentation and regulatory requirements
Global Communication: Act as the key point of contact with custodians brokers and data providers worldwide ensuring timely and accurate event information and instructions
Portfolio Application: Ensure corporate action events are correctly reflected in portfolios accounting and investment systems across the firm
Risk & Exception Management: Identify escalate and resolve discrepancies breaks and exceptions in a timely and well-controlled manner
Process Innovation: Champion the adoption of automation AI and advanced technologies to improve efficiency scalability and risk management
Team Leadership: Manage mentor and develop a high-performing global team of 10 FTEs fostering collaboration accountability and continuous improvement
KPI & SLA Reporting: Track and report on operational metrics (timeliness accuracy efficiency) to senior management within the global asset management organization
Industry Leading Technologies: Use industry-leading technologies like Alteryx PowerBI GenAI etc. to develop tools for the operations team to pursue automation and enhance efficiency.

What youll bring to the role:

12 years of experience in Corporate Actions operations preferably within Asset Management or Global Investment Operations
Expertise across mandatory and voluntary corporate actions proxy voting class actions and tax reclaims
Strong understanding of global market practices custodian processes and regulatory standards
Proven leadership experience managing global teams (8-15 FTEs) in a fast-paced high-control environment
Experience working with corporate action processing systems (e.g. Bloomberg SWIFT DTCC custodian portals)
Demonstrated ability to drive process re-engineering automation and AI adoption to modernize operations
Excellent communication and stakeholder management skills with both internal and external partners across regions
Bachelors degree in finance Accounting Economics or related field (advanced qualifications a plus)