Corporate Actions Team Lead

Job Title

Job Description

Position Overview

We are seeking an experienced Corporate Actions Team Lead with a strong automation background to supervise our operations team in Bangalore. This role combines team leadership with technical expertise in process automation, requiring someone who can drive efficiency improvements while maintaining operational excellence. The position works closely with our UK and Australian operations teams and will be instrumental in implementing automation solutions across our global corporate actions processing.

As part of our global corporate actions processing capability, you will be a key processor in our Bangalore team. While you will lead the team, your primary focus will be hands-on processing of corporate actions, ensuring accuracy and timeliness in all transactions. This is not a pure supervisory role - we need someone who enjoys the detailed work of corporate actions processing and can guide others through complex cases based on their own daily experience.

Primary Responsibilities

Team Supervision and Leadership

• Supervise and coordinate daily activities of APAC corporate actions processing team consisting of 6-7 members

• Oversee performance management and development and monitor workload distribution.

• Provide guidance and support to team members on complex corporate actions

• Ensure adherence to standard operating procedures

• Prepare daily and weekly performance reports

• Track and resolve operational issues

• Coordinate with various stakeholders for event processing

• Maintain operational controls and risk management

• Conduct regular team meetings and one-on-ones

Day-to-Day Corporate Actions Processing

• Personally handle and process complex corporate action events.

• Take ownership of the most complex and high-priority corporate actions

• Process corporate actions across physical accounts, CFDs, and Spread betting derivative accounts

• Manage transfer operations for equity portfolios

• Follow and enforce established procedures and controls

• Resolve processing issues and discrepancies

Operational Execution & Process Automation

• Lead and implement automation initiatives to improve team efficiency

• Identify opportunities for process improvement and automation

• Create and maintain Tableau dashboards for performance monitoring

• Develop and implement automated reporting solutions using VBA and macros

• Document and maintain automation procedures

• Train team members on new automated processes

• Ensure accuracy and reliability of automated systems

• Design and implement reporting solutions for stakeholders

Quality Control

• Maintain high accuracy standards in corporate actions processing

• Conduct quality checks on team output

• Ensure compliance with procedures and controls

• Escalate issues appropriately to management

• Participate in process improvement initiatives

Required Qualifications

Automation & Technical Expertise

• Proven track record of successfully implementing automation solutions in corporate actions or similar financial operations

• Demonstrated experience in:

  • Reducing manual processes through automation

  • Building robust VBA solutions and macros for complex operations

  • Creating automated workflows that have measurably improved efficiency

  • Implementing error-reduction systems through automation

• Advanced Microsoft Excel skills including:

  • VBA programming and debugging

  • Complex macro development and maintenance

  • Advanced formulae and functions

• Proficiency in Tableau for creating automated dashboards and reports

• Experience with corporate actions systems

• Strong understanding of automation best practices and documentation

• Ability to identify automation opportunities and implement solutions

Required Experience

• Minimum 2 years of experience in team management role

• Should have degree in Finance or MBA

• Demonstrable experience with all types of corporate actions including mandatory and voluntary events

• Strong understanding of operational risks in corporate actions from direct processing experience

• Proven ability to handle high volumes of corporate actions accurately

• Experience mentoring others while maintaining personal processing responsibilities

• Ability to work in APAC shift (2:30 am to 11:30 AM)

Leadership Skills

• Previous team lead or supervisory experience

• Ability to guide and develop team members

• Strong problem-solving capabilities

• Experience in shift coordination

• Excellent attention to detail

Professional Attributes

• Strong organizational and time management skills

• Meticulous attention to detail in processing corporate actions

• Excellent communication skills

• Ability to work effectively under pressure and meet deadlines

• Flexible approach to work hours

• Team-oriented mindset

• Commitment to accuracy and quality

• Proactive approach to problem-solving

• Ability to balance multiple priorities

This role offers an excellent opportunity to lead a crucial operational team while developing leadership skills in a global financial services environment.

Number of openings