At a Glance
- Tasks: Manage client asset transfers and ensure smooth transitions with third parties.
- Company: Dynamic investment management firm in the heart of London.
- Benefits: Competitive salary, hybrid work model, and potential for permanent position.
- Other info: Exciting opportunity for career growth in a fast-paced environment.
- Why this job: Join a vibrant team and make a real impact in asset management.
- Qualifications: Strong communication skills and attention to detail required.
The predicted salary is between 40000 - 50000 £ 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.
Transition Analyst employer: Sterling Williams
Join an esteemed international bank in Birmingham as a Branch Manager/Relationship Manager, where you will thrive in a dynamic work culture that prioritises employee development and collaboration. With competitive salaries and a commitment to fostering growth, this role offers unique opportunities to make a significant impact while enjoying the benefits of working in a vibrant city known for its rich history and diverse community.
