Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage asset transfers and ensure smooth trade settlements daily.
- Company: Join CMC Markets, a leading global FinTech innovating in financial services.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be part of a fast-paced team making a real impact in finance.
- Qualifications: Experience in Settlements or Transfers is preferred; strong communication skills are essential.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
CMC Markets are hiring a Custody & Transfers Analyst to join our team in London. Join a dynamic team at CMC Markets, a leading global FinTech, and play a key role in ensuring smooth and efficient asset transfers for our clients. This is a fantastic opportunity for professionals in Settlements or Transfers to advance their careers within a fast-paced, innovative environment.
ROLE AND RESPONSIBILITIES
- Day to day responsibility for investigating and managing any unsettled and/or failing trades.
- Processing of ISA, SIPP and GIA portfolio transfers (Transfer In and Transfer Out).
- Liaise with our Custodians and/or Counterparties in order to ensure the timely settlement of trades and transfers.
- Liaise with clients/brokers/internal stakeholders on all transfer cases through emails/calls on a daily basis.
- Manage the administration of external custody accounts to ensure correct allocation of cash and stock.
- Ensure appropriate workflow controls are followed correctly.
- Ensure procedures are followed and up to date.
- Adhere to SLAs & KPIs.
- Contribute to ongoing project work and system development to ensure timely delivery of the Investment product.
- Maintain personal/professional development to meet the changing demands of the role, including all relevant regulatory and legislative training.
- When dealing with all customers, clients or colleagues ensure that we provide a clear, fair and consistent high-quality service that presents a professional and positive image of CMC Markets.
- Take reasonable steps to ensure appropriate confidentiality.
- Undertake such other duties, training and/or hours of work as may be reasonably required and which are consistent with the general level of responsibility of this role.
KEY SKILLS AND EXPERIENCE
- Relevant experience ideally in a Settlements or Transfers role.
- An understanding of ISA, SIPP and GIA transfers.
- An understanding of equity and fund settlements.
- Experience with Crest, Euroclear and DTC settlements agents.
- Knowledge of HSBC, Northern Trust and Altus systems is desirable but not essential.
- IT competent, particularly MS Office.
- Methodical and thorough in approach to tasks, able to work to deadlines.
- Ability to work independently and within a team environment.
- Confident communicator.
CMC Markets is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of gender, sexual orientation, marital or civil partner status, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.
Custody & Transfers Analyst employer: CMC Markets
Contact Detail:
CMC Markets Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Custody & Transfers Analyst
✨Tip Number 1
Familiarise yourself with the specific processes involved in ISA, SIPP, and GIA transfers. Understanding these will not only help you during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals already working in settlements or transfers. Engaging with them on platforms like LinkedIn can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your knowledge of settlement agents like Crest, Euroclear, and DTC. Being able to discuss these systems confidently can set you apart from other candidates.
✨Tip Number 4
Prepare to showcase your communication skills. Since the role involves liaising with clients and stakeholders, being able to articulate your thoughts clearly will be crucial during the interview process.
We think you need these skills to ace Custody & Transfers Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Settlements or Transfers. Emphasise any specific knowledge of ISA, SIPP, and GIA transfers, as well as your familiarity with equity and fund settlements.
Craft a Strong Cover Letter: Write a cover letter that showcases your understanding of the role and how your skills align with the responsibilities outlined by CMC Markets. Mention your ability to manage unsettled trades and your experience liaising with clients and stakeholders.
Highlight Key Skills: In your application, clearly outline your IT competencies, particularly with MS Office, and any experience with systems like Crest, Euroclear, or DTC. This will demonstrate your readiness for the technical aspects of the role.
Showcase Communication Skills: Since the role requires confident communication, provide examples in your application of how you've effectively communicated with clients, brokers, or internal teams in previous positions. This will help illustrate your fit for the position.
How to prepare for a job interview at CMC Markets
✨Know Your Transfers
Make sure you have a solid understanding of ISA, SIPP, and GIA transfers. Be prepared to discuss your experience with these types of transfers and how they relate to the role.
✨Demonstrate Communication Skills
As a Custody & Transfers Analyst, you'll need to liaise with clients, brokers, and internal stakeholders. Practice clear and confident communication, as this will be key in your interactions during the interview.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss specific examples of how you've managed unsettled or failing trades in the past. Highlight your methodical approach and ability to work under pressure to meet deadlines.
✨Familiarise Yourself with Relevant Systems
While knowledge of systems like HSBC, Northern Trust, and Altus is desirable but not essential, showing that you're IT competent, especially with MS Office, can set you apart. Mention any relevant software experience you have.
