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- Tasks: Lead a small team to manage client asset transfers efficiently.
- Company: Join a global asset management firm with a strong reputation in multi-asset funds.
- Benefits: Enjoy a competitive salary, potential for remote work, and professional development opportunities.
- Why this job: Be part of a dynamic team making impactful transitions in the finance world.
- Qualifications: Experience in asset transfers and knowledge of SIPP is preferred.
- Other info: This is a 12-month fixed-term contract with potential for growth.
The predicted salary is between 43200 - 72000 £ per year.
The Client: An established Asset Management business with global reach, running multi asset funds.
The Role: This is a great opportunity for an experienced Asset Transfers / Transitions managerial candidate to manage a small Transitions team within the firm. The successful candidate will have solid Transitions experience, and an in-depth knowledge of SIPP would be a bonus. This role sits within Operations and takes responsibility for the transfer of client assets.
The Transitions Manager is to confidently oversee the day-to-day administration within the Transitions team, ensuring timely transitions of client assets, track and report on assets in transfer and ensure adherence to Service Level agreements and within controls set.
The Transitions Manager is to check and process transfer requests received from the Investment Management firms relationship management team, whilst liaising with any third parties regarding settlement and inputting instructions into Pershing NEXUS system.
The Transitions Manager will communicate with fund managers and custodians to manage the smooth and timely transition of client assets to and from the Investment Management firm. The Transitions Manager will efficiently track and report any assets in transfer, providing clear and concise updates. The Transitions Manager is to manage the Transitions mailbox, post and telephone queries as well as monitoring.
Transitions Manager, Asset Transfers, Crest, Unit Trusts, 12M FTC employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transitions Manager, Asset Transfers, Crest, Unit Trusts, 12M FTC
✨Tip Number 1
Familiarise yourself with the specific processes and systems used in asset transfers, particularly the Pershing NEXUS system mentioned in the job description. Understanding how this system works will give you a significant advantage during interviews.
✨Tip Number 2
Network with professionals in the asset management industry, especially those who have experience in transitions or asset transfers. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Prepare to discuss your previous experiences managing teams and handling client assets. Be ready to share specific examples of how you've ensured timely transitions and adhered to service level agreements.
✨Tip Number 4
Stay updated on the latest trends and regulations in asset management and transitions. Showing that you are knowledgeable about current industry standards can set you apart from other candidates.
We think you need these skills to ace Transitions Manager, Asset Transfers, Crest, Unit Trusts, 12M FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in asset transfers and transitions management. Use specific examples that demonstrate your ability to oversee teams and manage client assets effectively.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your solid transitions experience and any knowledge of SIPP, as this could set you apart from other candidates.
Highlight Key Skills: Emphasise skills that are crucial for the role, such as communication with fund managers and custodians, adherence to service level agreements, and proficiency in using systems like Pershing NEXUS.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a Transitions Manager.
How to prepare for a job interview at Click To Hired
✨Showcase Your Transitions Experience
Make sure to highlight your previous experience in asset transfers and transitions management. Be prepared to discuss specific examples of how you've successfully managed transitions in the past, including any challenges you faced and how you overcame them.
✨Demonstrate Knowledge of SIPP
If you have knowledge of Self-Invested Personal Pensions (SIPP), be sure to mention it during the interview. This could set you apart from other candidates, so prepare to explain how your understanding of SIPP can benefit the role.
✨Emphasise Team Management Skills
As a Transitions Manager, you'll be overseeing a team. Discuss your leadership style and provide examples of how you've effectively managed teams in the past. Highlight your ability to motivate and guide team members to achieve their goals.
✨Prepare for Technical Questions
Expect technical questions related to the Pershing NEXUS system and asset transfer processes. Brush up on your knowledge of these systems and be ready to explain how you would handle specific scenarios that may arise in the role.
