Senior Operations Analyst (18 months fixed term)Full timeThe FirstCape Group of companies includes JBWere, Jarden Wealth and Harbour Asset Management, and is one of New Zealand's largest and best resourced wealth advisory and asset management businesses. Here at FirstCape, we believe that our people are our greatest asset.This role is a hands-on administrative position responsible for the day-to-day work of the Corporate Actions staff including scheduling, holiday and sick cover, and training of new staff. While not a people leader, this role provides critical support to the Operations Manager – Corporate Actions and the Chief Operations Officer.The role sits within the Operations Team, which specializes in data and transaction processing across the firm, with accountability for accurate and timely data input and transaction processing. Key consumers of the team's internal services include Advisory and Adviser Support, JBWere management, and its clients.Key responsibilitiesScheduling day-to-day work for Corporate Actions staff within the Operations Processing team.Training of Corporate Actions staff members and addressing key person risk.Working with other Operations Specialists to ensure smooth processing functions.Ensuring timely and accurate processing of all corporate action advice received from 3rd party providers.Managing operational processes around IPOs accurately and timely.Analyzing and resolving issues related to corporate actions & IPO processes.Coordinating and recording corporate action team operational events and associated action plans.Working with the Client Services team to control impacts on client reporting.Supporting JBWere management in operational change initiatives and efficiency implementations.Managing third-party relationships for services in the Corporate Actions area.Proactively managing risk and meeting all policy and compliance requirements.Knowing and complying with the firm's health and safety procedures.What you will bring to the roleKnowledgeUnderstanding of the economic environment related to local and global financial markets.Business and industry knowledge specific to Private Wealth Management.Qualifications and experienceAt least 5 years relevant experience in a Wealth Management or Investment Banking environment.Excellent knowledge of corporate action processing in a custodial environment.Strong understanding of local and international investment taxation in a NZ context.Excellent knowledge of IPO / new issue processing requirements.Skills and behavioursProactive team player with self-motivation and critical thinking skills.Strong organizational and time management skills.Ability to build and maintain relationships at all levels.Anticipates problems and is solution-oriented.Confidence in decision-making and strong problem-solving skills.Clear and effective written and verbal communication skills.Capabilities:Deliver Results (Intermediate): Completes work on time and to a high quality.Business Acumen (Intermediate): Understands the financial services industry and Private Wealth Management operations.Communication with Influence (Intermediate): Tailors communication to suit the audience.Managing Risk (Intermediate): Identifies and adheres to controls for appropriate risk management.Continuous Improvement & Innovation (Intermediate): Identifies process improvements and innovative ideas.
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