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- Tasks: Join a dynamic team as an Asset Transfer Analyst, handling client transfer instructions and data processing.
- Company: Work with a leading Wealth Management firm known for its innovative consultancy services.
- Benefits: Enjoy corporate perks and the chance to work on-site in vibrant Bristol.
- Why this job: Be part of a large-scale migration project that enhances your skills and boosts your career.
- Qualifications: Prior experience in asset transfer or investment operations is essential; strong Excel skills are a must.
- Other info: This is a 3-month contract role with potential for future opportunities.
Job Description
Job Title: Asset Transfer Analyst
Location: Bristol – On site
Salary/Rate: £150 per day
Start Date: 21/07/25
Job Type: 3 month initial contract – Outside IR35
Company Introduction:
We have an exciting opportunity now available with one of our sector-leading consultancy clients! They are currently looking for a skilled Asset Transfer Analyst to join a leading Wealth Management firm on an initial 3 month contract.
Job Responsibilities/Objectives:
You will be responsible for supporting a large-scale Asset Migration project, primarily focused on the client-side handling of transfer instructions. The successful candidate will ensure accurate and timely processing of data and client instructions during the designated migration window.
* Acknowledge receipt of client transfer instructions.
* Accurately input portfolio holdings, including:
o Book costs
o ISA subscriptions
* Liaise with internal and external stakeholders to resolve queries.
* Ensure data is processed and maintained in line with regulatory and internal standards.
* Upload and transfer data from CSV files to the Altus system.
Required Skills/Experience:
The ideal candidate will have the following:
* Prior experience in asset transfer or investment operations.
* Strong understanding of the Altus transfer system – especially:
o CSV file handling
o Bulk data uploads
* High level of data accuracy and attention to detail.
* Strong organisational and communication skills.
* Ability to work efficiently within tight timelines.
* Competent with Microsoft Excel (CSV formatting, validation).
Desirable Skills/Experience:
Although not essential, the following skills are desired by the client:
* Familiarity with ISA regulations and portfolio structuring.
* Experience with large-scale client data migrations.
* Ability to manage and prioritise multiple tasks simultaneously.
Benefits & Perks:
The company offers standard corporate benefits, including:
* Familiarity with ISA regulations and portfolio structuring.
* Experience with large-scale client data migrations.
* Ability to manage and prioritise multiple tasks simultaneously.
If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format.
Disclaimer:
Notwithstanding any guidelines given to level of experience sought, we will consider candidates from outside this range if they can demonstrate the necessary competencies.
Square One is acting as both an employment agency and an employment business, and is an equal opportunities recruitment business. Square One embraces diversity and will treat everyone equally. Please see our website for our full diversity statement.
Analyst - Square One Resources employer: Square One Resources
Contact Detail:
Square One Resources Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Analyst - Square One Resources
✨Tip Number 1
Familiarise yourself with the Altus transfer system, especially how to handle CSV files and bulk data uploads. This knowledge will be crucial during the interview process, as it directly relates to the responsibilities of the role.
✨Tip Number 2
Brush up on your understanding of ISA regulations and portfolio structuring. Even though it's not essential, having this knowledge can set you apart from other candidates and show your commitment to the role.
✨Tip Number 3
Prepare examples of how you've successfully managed tight deadlines in previous roles. The ability to work efficiently under pressure is a key requirement for this position, so showcasing your organisational skills will be beneficial.
✨Tip Number 4
Network with professionals in the wealth management sector or those who have experience in asset transfers. Engaging with industry contacts can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Analyst - Square One Resources
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and required skills for the Asset Transfer Analyst position. Tailor your application to highlight relevant experience in asset transfer or investment operations.
Highlight Relevant Experience: In your CV, emphasise any prior experience you have with asset transfers, particularly with the Altus transfer system. Mention specific tasks you've handled, such as data processing and client instruction management.
Showcase Attention to Detail: Given the importance of data accuracy in this role, provide examples in your application that demonstrate your attention to detail and organisational skills. This could include past projects where precision was crucial.
Format Your CV Correctly: Ensure your CV is updated and formatted in Microsoft Word or PDF as specified in the job posting. Use clear headings and bullet points to make it easy for recruiters to read and find key information quickly.
How to prepare for a job interview at Square One Resources
✨Showcase Your Experience
Make sure to highlight your prior experience in asset transfer or investment operations during the interview. Be prepared to discuss specific projects you've worked on, especially those involving data accuracy and client instructions.
✨Demonstrate Technical Proficiency
Familiarise yourself with the Altus transfer system and be ready to discuss your experience with CSV file handling and bulk data uploads. This will show that you have the technical skills necessary for the role.
✨Emphasise Attention to Detail
Since the role requires a high level of data accuracy, be prepared to provide examples of how you've ensured precision in your previous work. Discuss any methods you use to maintain accuracy under tight deadlines.
✨Prepare for Stakeholder Interaction
As the position involves liaising with internal and external stakeholders, think of examples where you've successfully resolved queries or communicated effectively. This will demonstrate your strong organisational and communication skills.
