The Corporate Actions Department is responsible for the notification and processing of corporate actions. A corporate action is an event initiated by a public company that effects the securities (equity or debt) issued by the company. The department’s primary responsibility is the correct and timely notification and reflection of the corporate event in the client’s portfolio.
The Corporate Actions Trainer is responsible for the preparation & delivery of training throughout the Corporate Actions department. They are required to deliver training on market trends, internal processes and systems to people of varying experience. Additionally, the trainer should deliver core new starter training / knowledge checks and provide feedback on new starter development to managers.
Training – 50% The trainer’s primary responsibility is the delivery of training. Delivery should be varied and interactive, catering for the different learning styles of individuals as much as possible and will also include knowledge checks and appropriate follow up and feedback on performance to managers.
Consultation – 20% The trainer will be required to work closely with the operational teams to deliver accurate and up to date training. The trainer will be expected to co-ordinate the training resources in the department to ensure that adequate training is received across all GCE teams.
Preparation – 20% The trainer will be required to prepare training material upon request from / agreement with their manager and submit to their manager for approval before providing it to trainees. Material should be in an accessible and user friendly format. In addition the trainer will also be responsible for creating assessment methods to check the understanding of the trainees.
Self Development – 10% The trainer will be required to dedicate time to their self development. This includes carrying out formal assessment of their training delivery and investigating areas for self improvement and enhancement of knowledge.
Serves as a team supervisor/manager for the day-to-day operations of a medium to large-sized corporate actions team. Manages the day-to-day activities and initiatives of the team and aligns team resources accordingly to complete the daily tasks. Serves as first line supervisor for assignment of tasks and resolution of issues. Supports and completes client inquiries and requests. Resolves complex, escalated issues from subordinate staff. Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team. Ensures the volume of work produced meets product/service standards and exceeds quality standards, and is properly reviewed and documented. Provides product knowledge and technical assistance on moderately complex problems. Acts as the teams initial point of contact for issues requiring escalation. Participates in the recruiting process. Instructs, assigns, directs and reviews the work of corporate actions analysts. Prepares performance reviews and provides ongoing feedback to staff. Supervises a medium to large-sized corporate actions team. Responsible for specific supervisory review and approval actions. Responsible for the quality and completion of own work. Helps develop and contributes to the achievement of team objectives
The Corporate actions trainer is expected to have an understanding of the Corporate Actions department: he/she must understand the nature and purpose of the corporate events and how they affect the client's investment decisions and portfolio, in order to assess the risk associated.
He/she should also have a good global overview of the activities performed within the Bank, and interact with other trainers within the Bank to enlarge his/her network and actively look for sharing information and training material.
The Corporate Actions trainer should always challenge the information received and ensure training material is regularly updated with the latest enhancements, new market practices or changes within the Operational structure.
Nature & Area of Impact
The Corporate Actions trainer acts as a reliable reference point for CA staff, especially for junior members.
The CA trainer is thus required to offer training sessions to all levels of staff and is expected to adapt these products according to the experience, the audience and the needs of the trainee.
The CA trainer is responsible for co-ordinating the training resources across the department.
Given the need to provide training and coaching to various parties, communication and exchange of information is an integral part of the job, be it with internal or external parties. The trainer must be able to request and convey information in an accurate and efficient manner and to adapt the communication style to the audience.
Personal Organization: Given the need for accuracy and the various tasks performed, the trainer must keep files and information organized and accessible. He/she must be able to prioritise work as is required and manage his/her time effectively to accomplish what needs to get done within the deadlines set by the manager.
Results focused: The Corporate Actions trainer is very self-driven and working on different initiatives, therefore he/she must set challenging targets and achieve results, prioritize tasks appropriately, overcome obstacles and accept accountability for the given responsibilities.
Relationship Management: the Corporate Actions trainer must build effective relationships for the benefit of him- or herself and the organization. This competency will enable the trainer to work effectively within other business areas and to enhance the overall knowledge within the Bank.
Associates degree in a related discipline or equivalent combination of education and experience is required. Bachelors degree preferred. Experience in the securities or financial services industry is preferred. Applicable local/regional licenses or certifications as required by the business.
BNY Mellon is an Equal Employment Opportunity Employer.
Primary Location: United Kingdom-Greater Manchester-Manchester
Internal Jobcode: 70453
Organization: Securities Service Delivery-HR06423
Requisition Number: 1815286