Transfers Analyst

Transfers Analyst

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

Management of Transitions mailbox, post and telephone queries

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