Demo

Team Manager - Corporate Actions M/F

Crdit Agricole S.A.
Montreal, WI Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 5/22/2025

Vacancy details

General information

Entity

CACEIS is the asset servicing banking group of Crdit Agricole and Santander dedicated to asset managers, insurance companies, pension funds, banks, private equity and real estate funds, brokers and corporate clients.

Through offices across Europe, North and South America, and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary and fund administration, fund distribution support, middle office outsourcing, issuer services and transfer agent.

With 7,000 employees and a large client base, CACEIS is a European leader in asset servicing and one of the major players worldwide.

By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offers are open to persons with disabilities.

Reference

2025-96973

Publication date

19 / 02 / 2025

Job description

Business type

Types of Jobs - Operations

Job title

Team Manager - Corporate Actions M / F

Contract type

Permanent Contract

Expected start date

18 / 03 / 2025

Management position

Job summary

Who we are : CACEIS is the asset servicing banking group of Crdit Agricole dedicated to asset managers, insurance companies, pension funds, banks, private equity and real estate funds, brokers and corporate clients. Through offices across Europe, North and South America and Asia, CACEIS offers a broad range of services covering execution, clearing, forex, securities lending, custody, depositary and fund administration, fund distribution support, middle office outsourcing and issuer services.

We are hiring a Team Manager to join the Custody Team, managing 2 Corporate Actions teams.

Job Responsibilities

In this role, the Team Manager will play a critical role in ensuring team development, compliance, and smooth operations. Some of the responsibilities will include

  • People Management Day to day tasks :
  • Managing and motivating the team to produce high quality results
  • Acting as local Corporate Actions expert
  • Fostering a client mindset to ensure delivery of the services to internal and external clients within prescribed timeframes with a high level of quality.
  • Supporting and leading recruitment, onboarding and development of the team
  • Risk Management and Compliance
  • Process Optimization and Efficiency
  • Providing technical support to the team as needed and intervening in cases requiring business expertise.
  • Leading Daily Team huddles, Weekly Team meetings, quarterly 1 : 1s
  • Accountable for Global Servicing from operating location (includes shifts and work on bank holidays as required)

Team Operational Tasks as performed by Team :

  • Announce to client incoming events for which their choice or action is requested
  • Execute corporate action events in order to reflect a correct safekeeping position in our records
  • Provide updates on any inquiry received from external clients
  • Collect the client's choice for optional events and process them accordingly
  • Respect deadlines from issuers and custodians
  • Process payment message as per information collected
  • Monitor carefully activity dashboard to prioritize items and maintain it in a clean state
  • Position location

    Geographical area

    America, Canada

    City

    Montreal, Quebec

    Candidate criteria

    Minimal education level

    Bachelor Degree / BSc Degree or equivalent

    Academic qualification / Speciality

  • Bachelor's degree in Finance or related experience
  • Level of minimal experience

    0-2 years

    Experience

  • 5-8 years Transversal experience in a Global custody or related financial role.
  • 3-5 years of demonstrated people management experience.
  • Required skills

  • 5 years of financial services experience within [Back office operation / settlement / corporate actions, etc.]
  • Securities knowledge (Could be from CSC and or banking industry experience)
  • Excel (Pivot tables, Chart manipulation, Basic Formulas
  • Attention to detail
  • Knowledge of SWIFT messages type (especially 56X for corporate action and / or 54X for settlement)
  • Languages

    English (Bilingual)

    Languages

    English / French

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