Manager Corporate Actions

6 months ago


Sydney, Australia CFS Full time

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

**Your Team**

The Corporate Actions - Investment Operations (IO) team sits in Finance and Fund Services. IO consists of four teams of SMEs: Trade Support, Corporate Actions, Asset Pricing and Static Data. Combined, they are responsible for maintaining an accurate Accounting and Investment Book of Records.

**Your Responsibilities**

Reporting to the Director of Investment Operations, as Manager of this team you will be responsible for ensuring that all corporate actions are recorded correctly.

You will achieve this by:

- Managing and driving system changes and process improvement.
- Working closely with Custodian, Statutory Reporting, Group Tax, Auditors and other stakeholders to ensure processing and reporting are aligned with best practice and regulatory requirements.
- Researching market information sourced from various vendors and exchanges to determine correct tax outcome in accordance with the applicable tax legislation.
- Managing a team to ensure deadlines and objectives are met, and supporting team members to facilitate their learning and development.

**Your Capability and Experience**
- SME knowledge of Australian and International corporate actions and tax related matters
- Experience in a high volume corporate actions environment in wealth management and/or investments industries
- People leadership experience, including leading through change
- Excellent communication skills (written and verbal)
- Self-motivated, proactive style and desire to provide excellent service to customers
- Robust data analytical skills, advanced Excel skills and familiarity with Simcorp Dimension (highly regarded)

**What to Expect**

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

- Access to CFS Employer Super
- Life Leave - 3 days per annum
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing

**CFS Culture**

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.



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