At a Glance
- Tasks: Process transfer requests and ensure smooth transitions of client assets.
- Company: Join a leading Investment Management firm in the heart of London.
- Benefits: Competitive salary, hybrid work model, and potential for permanent position.
- Other info: Great opportunity for career growth in a fast-paced environment.
- Why this job: Be part of a dynamic team making impactful financial transitions.
- Qualifications: Strong attention to detail and excellent communication skills required.
The predicted salary is between 38000 - 42000 £ per year.
12 Month FTC (with possibility to go permanent) Hybrid/City Of London Salary circa £40,000
About The Role
Sterling Williams are seeking a Transitions analyst, to join a fantastic Investment Management firm in the heart of the city. Responsible for processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner.
Responsibilities:
- Check and process transfer requests received from relationship management teams, liaising with third parties regarding settlement and inputting instructions into system.
- Communicate with counterparties, fund managers and custodians to manage the smooth and timely transition of client assets to and from.
- Efficient tracking and reporting of assets in transfer using the Asset Tracker system, providing clear and relevant updates to enable the client (internal and external) to monitor progress of the transfer.
- Management of Transitions mailbox, post and telephone queries.
- Process transfers through our electronic reregistration system.
- Monitor reports and systems to check for receipt of funds and assets, process cheques for the custodian to apply to the account.
- Ensure adherence to internal and client operational procedures and controls.
- Maintain relationships with third party administrators, Fund Managers and custodian.
The Successful candidate will have:
- Accuracy, thoroughness and attention to detail.
- Organisation and prioritisation skills to manage own workload to meet deadlines.
- Good communication skills (oral and written) in order to deal with queries received via telephone, email and face to face, and to ensure responses and updates are both clear and relevant.
- Understanding the importance of treating customers fairly to deal with any issues that occur promptly and efficiently.
Transition Analyst employer: Sterling Williams LTD
As a leading employer in the financial sector, our company offers a dynamic work environment in London that fosters innovation and professional growth. We prioritise employee development through tailored training programmes and provide a supportive culture that values collaboration and diversity. With competitive salaries and a hybrid working model, we ensure our team members can achieve a healthy work-life balance while contributing to meaningful projects in structured real estate.
