Team Lead, Corporate Actions

Required Skills & Experience

Bachelor’s Degree Leadership experience Voluntary Corporate Actions – processing them Securities or financial services industry exp

Nice to Have Skills & Experience

Management experience – led a team DTC software exp SWIFT

Job Description

One of Insight Global’s largest financial institution clients is looking to hire two Team Leads to support voluntary corporate actions team, specifically within Latin America, Canada, and their DTC group. This candidate will fall under the Alternative Investment Services organization reporting to the VP of the Portfolio Services team. The main responsibility and requirement for this candidate is to manage/be responsible for the voluntary corporate actions workflow. Focus points within voluntary will be response and instruction, payments, and post payment responses. They will take client responses and ensure that they make it to market accurate and one time to meet all outlined deadlines while also supporting all team analysts. This team typically deals with 20-30 events per day utilizing DTC and SWIFT to process any actions. Manages all initiatives of the team and aligns team resources accordingly to complete client requests. 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