Operations Team Lead, Proxy Voting

Posted 6 Days Ago
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Manchester, Greater Manchester, England
In-Office
Mid level
Software • Analytics • Financial Services
The Role
The Operations Team Lead will manage proxy voting processes, oversee operations, ensure team workflow, and support client interactions. Responsibilities include team management, operational improvement, client support, and maintaining compliance with procedures.
Summary Generated by Built In

Who we are: 

Proxymity is a pioneering investor communications platform. Our unique, cutting-edge solutions connect global listed companies with their shareholders, via their intermediaries, in real time. This creates a more efficient, accurate and transparent communication flow for the industry, whilst our platforms, built on highly scalable technology, provide full compliance with the latest regulations. 

Proxymity is here to change the investor communications landscape. Our mission is to make Proxy Voting and other Asset Servicing processes easier and more efficient. Our purpose is to solve complex problems for our customers and add value throughout the investor ecosystem through our connectivity and technology capabilities. 

We are a fast-growth scale-up, rapidly growing our global presence, footprint and employee numbers. We are backed by some of the most influential names in the financial industry and have extensive growth plans in place for the future.  

What we’re looking for: 

Smart, energetic and inquisitive individuals to join our core Operations team in Manchester. You will perform a critical role in delivering and supporting first class operational execution and client support through the Proxymity platform and ancillary systems and processes. 

You will become a key contributor throughout the growth phases of Proxymity, supporting various pivotal activities and will have the opportunity to expand and develop your remit and role as the needs of the business continue to grow. 

Core Responsibilities: 

The core responsibilities for this role include, but are not limited to; 

  • Ensure the completion of Proxy Voting processes, and control activities, in line with procedures and policies 
  • Oversight of processing checklist completion on a daily basis 
  • Oversight and monitoring of Proxy Voting assigned queries to ensure clearance in accordance with agreed KPIs 
  • Understand and track current and future workloads and prepare appropriate plans to ensure balanced assignment across the team 
  • Adapt and assign resources appropriately to manage daily and forecast workloads 
  • Proactively monitor team capabilities and plan for remediation of identified gaps in knowledge  
  • Work in partnership with global operations hubs and other internal stakeholders 
  • Execute daily tasks with a client focused approach 
  • Ask questions to challenge the status quo 
  • Identify opportunities for process, platform and control environment improvements 
  • Liaise across the company to coordinate operational participation and engagement with the change agenda 
  • Review, understand, and operate within Standard Operating Procedures and be responsible for maintaining their integrity through continuous review and validation 
  • Oversee the day-to-day management of team workloads and priorities 
  • Act as point of contact for the team to internal / external partners and stakeholders 
  • Continuously develop team members through structured appraisals, training and ongoing feedback 
  • Maintain clear communication channels in to and out of the team 
  • Provide cover for the Team Manager as necessary 
  • Execute administrative managerial duties on a timely and efficient basis 
  • Ensure that the team are aware of, understand, and operate in a way to achieve, its goals and objectives 
  • Ensure that the goals of the team align with those of the department and the company 
  • Lead the hiring and training of new employees to the team 
  • Produce management information metrics to support performance monitoring 
  • Create a culture of inclusion and belonging, leading by example 
  • Escalate issues and / or concerns that impact the business, your role or personal wellbeing in a timely manner 
  • Be an ambassador for the team, Operations and Proxymity, always 

Requirements
  • 3 years’+ experience within an operations environment or equivalent experience 
  • Proven experience of effective workflow management across teams 
  • Proven supervisory experience, managing and coaching developing and diverse teams 
  • Understanding of the Securities Services industry and Asset Servicing products or similar 
  • Proven project management skills 
  • Strong attention to detail 
  • Excellent written and verbal communication skills 
  • Proficient in Microsoft suite of applications 
  • Self-sufficient yet team orientated with the ability to build positive relationships and work collaboratively with internal and external partners, peers and clients 
  • Ability to execute in a high pressure, fast paced environment 
  • Excellent organisation with a flexibility to manage changing priorities and respond to time constraints 
  • Fast learning to understand complex business processes and initiative to build necessary knowledge 
  • Innovative mindset to identify opportunities for process and control improvements 
  • Seeks and acts upon feedback with a focus on personal development 

Desirables or a willing to learn: 

  • Knowledge of the Investor communications industry and practices 
  • Experience of working within a start-up / scale-up organisation 
  • Problem solving and critical thinking skills 
  • Experience of managing diverse, offshore and remote teams 
  • Fluency in another language 
  • Knowledge of programming / coding languages and applications 

Benefits
  • Headspace subscription
  • Birthday off in addition to annual leave
  • Access to Absorb Learning
  • Improved family-friendly policies
  • Hybrid working
  • Choose your tech
  • 2 duvet days a year
  • 1 volunteer day a year
  • 4-week sabbatical after 4 years at Proxymity
  • Workation- Our Workation policy means you can work anywhere in the world for up to 45 days per calendar year
  • A dog friendly office with snacks and free drinks
  • Companywide social events x2 per year
  • Regular team social events
  • A company wins programme
  • Companywide panels on variety of subjects like diversity and inclusion, mental heath, wellbeing etc.

To assist us with evolving our DEI efforts and ensuring our process is as inclusive as possible, we will be sending out a brief diversity and inclusion survey for you to complete if you choose to apply for this position. This will be completely anonymous and is in no way tied to your application. If you could please take a few minutes out of your day to complete this that would be much appreciated.

Top Skills

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The Company
HQ: London
170 Employees
Year Founded: 2017

What We Do

Proxymity is a multi-award winning investor communications platform that directly connects and authenticates issuers, intermediaries and investors in real-time via our unique digital pathway.

This allows us to create more efficient, more accurate and more transparent solutions with no manual data entry or paper-based transfer.

Proxymity currently has two powerful products:

Proxymity Vote Connect: A fully digital proxy voting solution allowing meeting data, votes and more to be sent and received in real-time.

and

Proxymity Shareholder ID: A fully automated shareholder disclosure solution that aids regulatory compliance.

Proxymity Vote Connect provides real-time transparency into the voting process, allowing instant amendment of instructions and much sought-after confirmation that votes have been recorded at the annual general meeting.

Proxymity Shareholder ID fully automates the processing of shareholder disclosure requests and responses in regulatory compliant formats and timeframes.

Proxymity was born out of Citi’s internal D10X program by London based employees of Citi’s ICG Securities Services business with the underlying technology developed at the Citi Innovation Lab in Tel Aviv.

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