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- Tasks: Lead a small team to manage client asset transfers efficiently.
- Company: Join a global Asset Management firm with diverse multi-asset funds.
- Benefits: Enjoy a 12-month fixed-term contract with potential for growth.
- Why this job: Be part of a dynamic team, enhancing your skills in asset management.
- Qualifications: 3-5 years in asset transfers; team management experience preferred.
- Other info: Knowledge of SIPP and systems like Pershing NEXUS is a plus.
The predicted salary is between 36000 - 60000 £ 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 reports and systems to check for receipt of funds and assets, process cheques for the custodian to apply to the accounts. The Transitions Manager will process transfers through the firms electronic registration system – Althus and Origo.
The Candidate
- 3 - 5 years Transitions / Asset Transfer experience within an Investment Management setting
- Team management or Supervisor experience – of a Transfers team.
- Strong knowledge of asset transfer process including unit trust, CREST, foreign, certificated and cash movements.
- Ideally knowledge of ISA, SIPP, Offshore Bond.
- Knowledge of Pershing NEXUS, Altus / Origo is system is an advantage.
Transitions Manager , Asset Transfers, Unit Trusts , Crest , 12 month FTC employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transitions Manager , Asset Transfers, Unit Trusts , Crest , 12 month FTC
✨Tip Number 1
Network with professionals in the asset management industry, especially those who have experience in transitions and asset transfers. Attend relevant industry events or webinars to connect with potential colleagues and learn more about the role.
✨Tip Number 2
Familiarise yourself with the specific systems mentioned in the job description, such as Pershing NEXUS, Althus, and Origo. Consider taking online courses or tutorials to enhance your understanding of these platforms, as this knowledge can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your previous experience in managing a transitions team. Think of specific examples where you successfully oversaw asset transfers and how you ensured adherence to service level agreements, as this will demonstrate your capability for the role.
✨Tip Number 4
Stay updated on the latest trends and regulations in asset management, particularly regarding SIPP and ISA. This knowledge will not only help you in interviews but also show your commitment to the field and your proactive approach to professional development.
We think you need these skills to ace Transitions Manager , Asset Transfers, Unit Trusts , Crest , 12 month FTC
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in asset transfers and transitions management. Emphasise any specific knowledge of SIPP, unit trusts, and the systems mentioned in the job description, such as Pershing NEXUS and Althus.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the perfect fit for the Transitions Manager role. Discuss your team management experience and how you've successfully overseen transitions in previous roles. Be sure to mention your understanding of service level agreements and asset tracking.
Showcase Relevant Skills: Highlight key skills that align with the job requirements, such as communication, organisation, and problem-solving. Provide examples of how you've effectively managed a team and ensured timely transitions of client assets in your past positions.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a role that involves managing client assets.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Showcase Your Transitions Experience
Make sure to highlight your previous experience in asset transfers and transitions management. Be prepared to discuss specific projects or challenges you've faced, and how you successfully navigated them.
✨Demonstrate Team Management Skills
Since the role involves managing a small team, be ready to share examples of your leadership style. Discuss how you've motivated your team, handled conflicts, and ensured that everyone meets their targets.
✨Familiarise Yourself with Relevant Systems
Knowledge of systems like Pershing NEXUS, Althus, and Origo is a plus. If you have experience with these systems, be sure to mention it. If not, do some research beforehand to show your willingness to learn.
✨Prepare for Technical Questions
Expect questions about the asset transfer process, including unit trusts and CREST. Brush up on your technical knowledge and be ready to explain complex concepts clearly and concisely.
