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Transfers Specialist

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Salary Competitive
Type Permanent
Location City of London
Sector Operations
Job Reference T5/SXS/31276
Contact Stephen Self
Date posted 09-04-2019

BRUIN financial is working with a leading, global investment manager. They are looking for a Transfers Specialist to join their team. The ideal candidate will have previous experience in a similar role involving transfers.

Key Responsibilities:

To plan and implement instructions received from clients and consultants.
To provide potential transfer portfolios to internal portfolio management teams for analysis.
To provide complete and accurate cost estimates using this analysis for peer review.
To work with Investment Operations to ensure successful and timely delivery of stocks and any residual cash.
To engage in discussions with clients and consultants about transfer options/solutions and resolve pre and post event queries.
To work with internal teams to identify solutions to operational issues.

The successful candidate will have:

Good knowledge of financial instruments and how these are used within portfolio management.
Experience of managing effective working relationships with internal and external stakeholders.
An in depth understanding of investment management processes across operations and fund management.
Investment Management Certificate is desirable.

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Contact Stephen about this job

Anlayst, Researcher