Transfers Analyst - Investment Operations

 Location: London
 Salary: £25,000 - £28,000
 Job type: Temporary
 Closes: closed

 

 

 

The role of the Transfers Analyst – Investment Operations:

 

  • To transfer platform holdings in and out of the company’s custody on a daily basis.
  • Issuing Stock Transfer Forms to Fund Managers.
  • Working with Electronic Transfer Solutions for Re-Registration
  • Ensure all accounts held by the company reflect accurate Transfer positions.
  • Ensure that all platform assets are re-registered within KPI & SLA timeframes.
  • Perform investigation on Transfer In and Out requests.
  • Managing Pension Cash Transfers for both manual and electronic requests.
  • Agree Trade & Settlement with counterparties and submitting requests to Broker/Crest.
  • Support inbound calls from Corporate Clients and Plan Managers
  • Report team MI on a daily basis.

 

 

 

 

Background of the Transfers Analyst – Investment Operations:

 

  • At least one years’ experience of working in Investment Transfers
  • Qualifications: FS Industry recognised qualifications- IOC, Investment Certificate or be willing to work towards.
  • Crest Settlement experience would be beneficial

 

Meraki Talent values diversity in our own workforce and we actively support our clients to build diverse and inclusive workplaces. For all our roles, both internal and those on behalf of our clients, we welcome enquiries from everyone

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Business Manager - Financial Services

Nathan Macfie


Nathan is one of the founding members of Meraki Talent and specialises in investment management and asset servicing markets. He started his recruitment career in 2011 and has an unrivalled network across the UK. In August 2018 Nathan moved to London to manage Meraki's new office, based in South Kensington.