![JJ Search Ltd](https://media.trabajo.org/img/noimg.jpg)
ISA & Asset Transfers Analyst , Investment Management , IOC
6 days ago
The Company:
Our client is an Investment and Wealth management company, highly recognised and fantastic reputation.
The Role:
The ISA Asset Transfers Analyst role will sit within the ISA & Asset Transfers team.
The successful candidate would ideally have an understanding of Trade Settlements processes and Asset Transfers and have some exposure to other support activities such as Corporate actions and Treasury.
The ISA & Asset Transfers Analyst will be tasked with executing external internal movements of stocks and will be carry out Asset Transfers processing (both incoming and outgoing) of Crest, funds, International and Unit Trusts.
The ISA Asset Transfers Analyst will have knowledge of ISA transfers, ISA Subscriptions, Flexible ISAs.
The Candidate:
Previous experience in Asset Transfers / Transitions role with a working knowledge of ISAs.
Some exposure to other support activities such as Corporate actions and Treasury.
Understanding of asset reconciliations is essential
IOC qualified an advantage but not essential
Competent in all MS Office products - especially Excel
Knowledge of Figaro system and Allfunds is desirable.
Numerate and having a strong attention to detail
Good verbal and written communications skills
Ability to remain calm under pressure
-
Asset Transfers Analyst
2 weeks ago
London, Greater London, United Kingdom LGT Group Full timeLGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. When we set up LGT Wealth Management in 2008, our aim was to offer a fresh approach to wealth management. Alongside the LLP we also have two other entities which focus on US and Jersey based...
-
Analyst - Asset Management
2 weeks ago
London, Greater London, United Kingdom JJ SEARCH LIMITED Full timeSALARY:40-55K (depending on experience) Our client is an Investment and Wealth management company, highly recognised and fantastic reputation. The ISA Asset Transfers Analyst role will sit within the ISA & Asset Transfers team. The successful candidate would ideally have an understanding of Trade Settlements processes and Asset Transfers and have some...
-
Investment Analyst
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeBusiness Area: ISA – Investment Strategy & Advice Place of Work: London Contract Type: Permanent When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of...
-
Transitions Administrator
2 weeks ago
London, Greater London, United Kingdom Seven Investment Management Full timeAbout The Role:Purpose:This is a 12 Months FTC. Provide administrative support to the Transitions team, to ensure timely transition of client assets in to 7IM. Responsibility for processing new transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner. Work with the Transitions team to track and report on...
-
Pensions Investment Consultant
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeBusiness Area: ISA – Investment Strategy & Advice Contract Type: Permanent When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. In your role as Investment Advise Associate (Advice Analyst) you will make a meaningful and valued contribution from the outset.This role will...
-
Senior Analyst
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeBusiness Area: ISA – Investment Strategy & Advice Contract Type: Permanent When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. In your role as Investment Analyst you will make a meaningful and valued contribution from the outset.This role will provide a great opportunity...
-
Transitions Administrator
2 weeks ago
London, Greater London, United Kingdom Seven Investment Management Full timeAbout The Role:Purpose: Provide administrative support to the Transitions team, specifically in the processing and administration of 7iM SIPP transfers, to ensure timely transition of client assets in to 7IM. Responsibility for processing new SIPP transfer instructions and chasing cases with counterparties to ensure transfers complete in a timely manner....
-
Investment Analyst
2 weeks ago
London, Greater London, United Kingdom Apera Asset Management Full timeApera Asset Management ("Apera") is a leading pan-European mid-market private debt investor with > €2.9bn of AUM with offices in London, Munich, Paris and Luxembourg. Apera's Private Debt strategy focuses on senior secured financings in the UK, Ireland, German-speaking Europe (DACH), the Nordic region, France and Benelux. Target investments range from...
-
Investment Analyst
2 weeks ago
London, Greater London, United Kingdom Apera Asset Management Full timeApera Asset Management ("Apera") is a leading pan-European mid-market private debt investor with > €2.9bn of AUM with offices in London, Munich, Paris and Luxembourg. Apera's Private Debt strategy focuses on senior secured financings in the UK, Ireland, German-speaking Europe (DACH), the Nordic region, France and Benelux. Target investments range from...
-
Investment Risk Consultant
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeBusiness Area: ISA – Investment Strategy & Advice Contract Type: Permanent When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. In your role as Investment Portfolio Associate you will make a meaningful and valued contribution from the outset. This role will provide a...
-
Investment Portfolio Administrator
2 weeks ago
London, Greater London, United Kingdom eFinancialCareers Full timeThe RoleBuilding and developing relationships with IFA's / advisers / wealth managersDealing with client enquiries relating to their investment portfoliosProcessing deposits and transfersAdministering portfolios and actioning buys and sellsEnsuring that all transactions are executed and recorded on timeDelivering on projects with internal and external...
-
Investment Analyst
1 day ago
London, Greater London, United Kingdom WHEB Asset Management LLP Full timeWHEB Asset ManagementWHEB is a pioneer in sustainable and impact investing. Our mission is 'to advance sustainability and create prosperity through positive impact investments'. We do this through a single, long-only, global equity strategy, investing in companies that provide solutions to sustainability challenges. With a track record of over 15 years, we...
-
Order Management
2 weeks ago
London, Greater London, United Kingdom Seven Investment Management Full timeAbout The Role:PurposeResponsibilities:Order Administration Creation of manual orders for execution on discretionary, advisory and model rebalance orders. Processing and monitoring of orders through to settlement agent / custodian, resolving queries as they arise. Creation and execution of switch instructions. Assistance in creating model weightings on 7IM...
-
Investment Analyst Intern
2 weeks ago
London, Greater London, United Kingdom Point72 Asset Management, L.P Full timeTHE POINT72 ACADEMY SUMMER INTERNSHIP — London Are you a student interested in pursuing a career in investing? If you are graduating between December 2025 and July 2026, we invite you to apply for our 8-week summer internship, taking place from June to August 2025. Launch your investing career in the Point72 Academy, an equities analyst training program...
-
Investment Portfolio Associate
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeBusiness Area: ISA – Investment Strategy & Advice Place of Work: London Contract Type: Permanent When you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of...
-
Asset Risk Analyst
2 weeks ago
London, Greater London, United Kingdom Point72 Asset Management, L.P Full timeJob Description:Point72 Asset Management is seeking a mid-level Quantitative Risk Analyst to join its Risk & Quantitative Research team. The RQR team plays a vital role in the Firm's investment process, building a deeply rooted culture of efficient risk management and factful performance attribution. Quantitative Risk Analysts perform research to identify...
-
Client Services Administrator
2 weeks ago
London, Greater London, United Kingdom Seven Investment Management Full timeAbout The Role:PurposeResponsibilities Setting up all payments for ISAs, SIPPs, Bonds, GIAs You will be keeping backoffice systems and client databases up to date and accurate, overseeing regular payments, the preparation of paperwork, processing of new business, transfers out/account closures and liaising clients and colleagues You will also assist with...
-
Senior Investment Analyst, Financials
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeWhen you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Our office is a vibrant place to work, and we offer flexibility of office/homeworking due to our hybrid model. In your role as Investment Valuations Analyst you will make a meaningful and valued contribution from the...
-
Investment Asset Management Director
2 weeks ago
London, Greater London, United Kingdom Jupiter Asset Management Ltd Full timeJupiter is one of the UK's leading investment management companies with over 500 employees and £52.6 billion worth of assets under management (as at 29th March Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and Dublin OEICs), separately managed accounts and sub-advised...
-
Associate Asset Manager
2 weeks ago
London, Greater London, United Kingdom USS Investment Management Limited Full timeWhen you join USS, the size and scale of our pension scheme means you will have numerous opportunities to learn and develop your career. Given our size you'll have real autonomy and influence as you collaborate closely with a wide-ranging team of experts. Our office is a vibrant place to work, and we offer flexibility of office/homeworking due to our...