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What is the Specialist – Investment & Trade Client Services - Corporate Actions Services group is responsible for?

• Global Corporate Actions department is one of the core branches within Franklin Templeton Services, which is responsible for researching, monitoring, and processing corporate action information for over 74,000 assets.

• As part of our expanding team, we are looking for a skilled and detail-oriented Specialist to join us in managing voluntary corporate actions, ensuring high-quality service and execution.

• This role requires a deep understanding of corporate actions processes, excellent communication and organizational skills, and the ability to work with various internal and external stakeholders to ensure timely and accurate processing of these events.

What are the ongoing responsibilities of the Specialist – Investment & Trade Client Services?

Responsibilities:

• Corporate Actions Management: Oversee the full lifecycle of corporate actions, from event announcement to final settlement, ensuring compliance with legal and regulatory requirements. This process includes researching, analyzing, soliciting, instructing, monitoring and processing of voluntary corporate actions.

• Event Analysis & Execution: Assess the impact of corporate actions on securities and portfolios. Determine election options and ensure that Front Office is fully informed about voluntary corporate action events, participation requirements, respective options and deadlines.

• Client Communication: Communicate with Portfolio Managers, traders, custodians, compliance and legal department, as well as internal stakeholders to gather information, clarify requirements, and ensure all corporate actions are executed smoothly.

• Reporting & Documentation: Maintain accurate records of corporate actions and update internal systems with the latest data. Produce reports for internal stakeholders, management, and clients detailing the status of corporate actions and their impact.

• Compliance & Risk Management: Ensure all corporate actions comply with relevant regulations and internal policies, minimizing operational risk.

• System and Process Improvement: Working on projects linked to workflow and internal systems improvements. Participate in testing new technologies or software solutions related to corporate actions handling.

What ideal qualifications, skills & experience would help someone to be successful?

• Experience: At least 5 years of experience within the corporate actions department, with reviewer experience as a must-have

•  Knowledge: Strong understanding of corporate actions processes, financial products, and regulatory environments.

• Analytical skills: High attention to detail with the ability to analyze and interpret complex corporate actions, offering documents and participation restrictions.

• Communication Skills: Excellent written and verbal communication skills, with the ability to interact with clients and stakeholders at all levels.

• Problem-Solving: Strong analytical and problem-solving skills, with the ability to work under pressure and resolve issues promptly.

• Technical Proficiency: Working knowledge of corporate actions applications/programs (IMActions, Simcorp Dimension, Bloomberg) and financial tools (i.e. MS Excel, Power Bi)

• Team Player: Ability to collaborate with colleagues across departments to ensure accurate and timely execution of corporate actions.

Work Shift Timings - 6:00 AM - 3:00 PM IST (Should be flexible)