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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 48000 - 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 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: JobFlurry
Contact Detail:
JobFlurry 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 knowledge and demonstrate your commitment to mastering these tools.
✨Tip Number 3
Prepare for the interview by reviewing common challenges faced in asset transfers and transitions. Be ready to discuss how you would handle specific scenarios, showcasing your problem-solving skills and experience in managing a team.
✨Tip Number 4
Research the company’s recent projects and initiatives related to asset management. This will not only help you understand their operations better but also allow you to tailor your conversation during the interview to align with their goals and values.
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 like Pershing NEXUS and Althus.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your team management experience and how you can contribute to the smooth transition of client assets.
Highlight Relevant Skills: In your application, clearly outline your skills related to asset transfer processes, including your familiarity with CREST and cash movements. Use specific examples from your past roles to demonstrate your expertise.
Proofread Your Application: Before submitting, carefully proofread your application for any errors or typos. A polished application reflects your attention to detail, which is crucial for a Transitions Manager.
How to prepare for a job interview at JobFlurry
✨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 this 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 platforms, 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, CREST, and cash movements. Brush up on these topics so you can confidently answer any technical queries during the interview.
