Corporate Action Specialist

About Us

'Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top 100 Best Companies for Women in India 2022 by Avtar & Seramount. With our presence across 32 cities across globe, we support 100+ clients across banking, financial and Energy sectors. We are recognized for our deep transformation execution and delivery.

WHY JOIN CAPCO

You will work on engaging projects with the largest international and local banks, insurance companies, payment service providers and other key players in the industry. The projects that will transform the financial services industry.

MAKE AN IMPACT

Innovative thinking, delivery excellence and thought leadership to help our clients transform their business. Together with our clients and industry partners, we deliver disruptive work that is changing energy and financial services.

#BEYOURSELFATWORK

Capco has a tolerant, open culture that values diversity, inclusivity, and creativity.

CAREER ADVANCEMENT

With no forced hierarchy at Capco, everyone has the opportunity to grow as we grow, taking their career into their own hands.

DIVERSITY & INCLUSION

We believe that diversity of people and perspective gives us a competitive advantage.

Role Description

Functional Overview The Corporate Team in handles all corporate action events across Global markets for wealth clients. From scrubbing the initial announcement from agent to final credit to the clients account, the team is responsible for day to day processing of the corporate action along with providing tax treaty benefits for certain markets.

Responsibilities

• To run a BAU process on Corporate Action events for all markets

• To tackle the exceptions on BAU process and provide escalation when is needed.

• To understand the new business initiatives and analysis the possibility to support the functions based on the current capacity or required for any system enhancement.

• Able to run the projects or ad hoc tasks when business driven (e.g. system upgrade or Swift upgrade or ad hoc request raised by business).

• Perform all the ad hoc supports for the supervisor or manager whenever applicable.

• Ensure daily day-end tasks and reports are completed

• MIS – contribute to weekly, monthly KRI/trade volume reporting.

• Review and streamline processes to improve efficiency and control

• Participate in systems enhancements and new products/initiative rollout.

Requirements

• Product knowledge: Equity, Bonds, Funds and structured products.

• Event Type: Working knowledge of Mandatory, Voluntary and Income events.

• Experience in Wealth Management would be preferred.

• Previous experience in dealing with Avaloq system is an advantage

• Fluent in written and spoken English

• Some Automation skills or experience with AI tools will be handy.

Role Requirements

• Responsible for managing assigned activities seamlessly
• Be an integral part of the IWM team
• Timely reporting and escalation
• Demonstrate ownership and responsibility for the tasks assigned
• Understand applications and SOP
• Ensure there are no errors and escalations
• Provide best service to internal and external clients

Domain

• 1-2 years preferably IB background with Corporate Actions experience
• Clear understanding of IB terminologies like On exchange- OTC- custodian etc
• SWIFT Knowledge
• Knowledge of different products across IB industry (preferred)
• Any Basic prior exposure on workflow tool, Data interpretation and presentation using any new age digital skills or tool (e.g. in any of Altreyx, Excel Macro, R, Python, Power-Bi, Tabelu, etc) (preferred)

Skills Required
Swift, Excel Macro, Equity, Funds, structured products, Bonds, Python