FDM Group·1 day ago
1 day ago
Business Analyst (Corporate Actions)- London
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What you'll do
- Lead working sessions with stakeholders, SMEs, development teams, and external parties to define functional and non-functional requirements.
- Process and manage voluntary and mandatory events (e.g., dividends, stock splits, mergers, rights issues), ensuring timely, accurate execution.
- Analyze and interpret corporate action and income event announcements, calculate entitlements, update positions, and manage income flows.
- Liaise with custodians, brokers, and internal teams (tax, accounting, portfolio managers) to confirm event details and validation.
- Provide detailed reporting and notifications to portfolio managers and clients on upcoming corporate actions and related implications.
- Investigate and resolve client issues within agreed SLAs. Provide support during crisis or incident periods.
- Apply business-rule governed workflows, rigorous validation, and exception-based processing standards consistent with clients approach.
- Maintain audit-ready documentation of processes and system changes, aligned with regulatory standards.
What they're looking for
- 4+ years experience in corporate actions and/or income event processing in capital markets or asset servicing firms
- Proven business analyst or project management experience in financial services; strong domain expertise in announcements, entitlements, elections, and payments
- Hands-on experience capturing and documentation of business requirements (US/UK tax, entitlements, withholding claims)
- Technical familiarity with CAIP or similar systems; understanding of ISO 20022, SWIFT messaging
- Strong collaboration skills: liaising with custodians, brokers, accounting, and client teams
- Excellent problem-solving, communication, and stakeholder-engagement abilities
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About The Role
FDM is a global business and technology consultancy seeking a Business Analyst to work for our client within the Financial Services sector. This is initially a 6 month contract with very good prospects to extend and will be a hybrid role that will be based in London. Our client is seeking a Business Analyst or Project Manager to work within our Corporate Actions and Income Processing team, supporting the delivery of end-to-end solutions. From capturing events to entitlements, elections, payments, and tax processing and using the award‑winning cloud-based platform.
Responsibilities:
- Lead working sessions with stakeholders, SMEs, development teams, and external parties to define functional and non-functional requirements.
- Process and manage voluntary and mandatory events (e.g., dividends, stock splits, mergers, rights issues), ensuring timely, accurate execution.
- Analyze and interpret corporate action and income event announcements, calculate entitlements, update positions, and manage income flows.
- Liaise with custodians, brokers, and internal teams (tax, accounting, portfolio managers) to confirm event details and validation.
- Provide detailed reporting and notifications to portfolio managers and clients on upcoming corporate actions and related implications.
- Investigate and resolve client issues within agreed SLAs. Provide support during crisis or incident periods.
- Apply business-rule governed workflows, rigorous validation, and exception-based processing standards consistent with clients approach.
- Maintain audit-ready documentation of processes and system changes, aligned with regulatory standards.
About You
- 4+ years experience in corporate actions and/or income event processing in capital markets or asset servicing firms
- Proven business analyst or project management experience in financial services; strong domain expertise in announcements, entitlements, elections, and payments
- Hands-on experience capturing and documentation of business requirements (US/UK tax, entitlements, withholding claims)
- Technical familiarity with CAIP or similar systems; understanding of ISO 20022, SWIFT messaging
- Strong collaboration skills: liaising with custodians, brokers, accounting, and client teams
- Excellent problem-solving, communication, and stakeholder-engagement abilities
About Us
FDM is an award-winning global leader in tech and business talent solutions, backed by more than 35 years of industry experience. We have centres across Europe, North America, and Asia-Pacific, and a global workforce of over 2500 employees. FDM has shown exponential growth throughout the years, firmly establishing itself as an award-winning employer, currently listed on the FTSE4Good Index and as a 2026 Financial Times UK ‘Best Employer’.
Diversity and Inclusion
FDM Group is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, national origin, age, disability, veteran status or any other status protected by federal, provincial or local laws.
Why join us
- Career coaching, mentoring and access to upskilling throughout your entire FDM career
- Assignments with global companies and opportunities to work abroad
- Opportunity to re-skill and up-skill into new areas, develop non-linear career paths and build a skillset within your field
- Annual leave and work-place pension
Company
FDM Group
London, United Kingdom
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