Consultant, Corporate Actions

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role Summary

The Consultant, Corporate Actions is responsible for processing / verifying all forms of corporate events. You will oversee corporate actions processes, from announcement, market research, instruction and processing. This will require a client specific focus at all times, promoting a positive client relationship through day to day query management and engaging in potential/new client activities. In addition, you will be required to support BAU activity of the team.

To be successful in this role, you will be able to maintain a high level of concentration and keep to a consistent client focus. You will also work closely with other departments within the organization such as Trade Processing & Control, Client Administration & Reporting, Data Management and Pricing just to name a few.

This role reports to Manager, Corporate Actions.

What you will do
- Support new business growth through prospect presentations, RFPs and client onboardings
- May attend service reviews / due diligence as required and be able to present to the client to discuss corporate actions service and delivery
- Process or verify high risk Corporate Action activity end to end including instructing custodians
- Proactively seek market data via various market sources to ensure the most timely update of entitlements to client accounts.
- Monitor events processed by local teams (and offshore teams where applicable) to ensure service meets clients needs, and oversee any adhoc client requests, including Income and Corporate Governance
- Provide training, day-to-day support and coaching to Corporate Actions Analysts
- Provide input into client specific solutions should teams be faced with additional client requests or demands
- Liaise with partners in other global locations to ensure consistency in service.
- Manage client specific KPIs and document client based errors and working with the team manager, review the effectiveness of any subsequent remedial plans
- Ensuring all reconciliation breaks are investigated, narrated and resolved in a timely manner
- Assist with the collation of statistical data to upper management to provide a snapshot of volume, or for historical periods normally the previous month either on an ad hoc basis or by scheduled deadlines
- Actively participate in team discussions that lead to quality, resource and target orientated improvements
- Regular review of procedures covering the servicing of the client with a continuous improvement mindset

Your Knowledge/Skills
- In-depth understanding of a wide range of mandatory and voluntary Corporate Action event types across global markets and across all instrument types plus knowledge of related areas
- Knowledge of Investment Operations Outsourcing (desirable)
- Understanding of fund manager client requirements
- Ability to manage client expectations, meet deadlines and communicate effectively and proactively on a day to day basis with the client
- Strong time management skills, with the ability to prioritise tasks
- Excellent team player demonstrating the ability to work as part of a team, progressing towards shared goals
- Strong analytical and problem solving skills
- Strong communication and relationship management skills
- Must be organised and have the ability to pay close attention to detail and work on own initiative
- Be proactive when encountering new challenges
- Willing to carry out complex or high profile activities e.g. direct interaction with client and senior management.
- Relevant work experience in Corporate Actions within Custody/Investment Outsourcing
- A College or University degree (desirable)

Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.

Reasonable accommodation


We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.