Asset Transfers Specialist

Key Responsibilities:Process transfer requests from 7IM relationship management teams and liaise with third parties regarding settlement and inputting instructions into Pershing NEXUS system.Communicate with counterparties, fund managers, and custodians to manage the smooth and timely transition of client assets to and from 7IM.Efficiently track and report...

Job SummaryWe are seeking a highly skilled Asset Servicing Transfer Specialist to join our team at Close Brothers Group. As an Asset Servicing Transfer Specialist, you will be responsible for assisting the Lead Associate - Transfers and Senior Manager – Asset Servicing in the essential administration and processing of all Winterflood Business Services...

Job SummaryWe are seeking a highly skilled and detail-oriented Asset Servicing Transfer Specialist to join our team at Close Brothers Group. As an Asset Servicing Transfer Specialist, you will play a critical role in assisting the Lead Associate - Transfers and Senior Manager – Asset Servicing in the essential administration and processing of all...

Job SummaryThe ideal candidate will assist the Lead Associate - Transfers and Senior Manager – Asset Servicing in the administration and processing of all Winterflood Business Services (WBS) client requests to transfer assets to or from the WBS service.This role requires adherence to regulatory & product specific requirements, control of administrative...

Operational Tax Manager OpportunityWe are seeking an experienced Operational Tax Manager to join our Asset Management team. As a key member of our product tax team, you will be responsible for managing operational tax matters related to our fund structures, ensuring compliance with tax regulations and identifying opportunities for tax reclaims.Key...

**Job Title:** Transfer Processing SpecialistAbout the Role:We are seeking a highly skilled Transfer Processing Specialist to join our team at Goodman Masson. As a key member of our team, you will be responsible for efficiently managing and processing client asset and cash transfers.Main Responsibilities:Administration and Documentation: Manage all aspects...

The Transfer Operations Specialist will be an integral part of the Transfer Processing team, responsible for efficiently managing and processing client asset and cash transfers. The role involves ensuring timely and accurate handling of non-market transfers, coordinating with market counter parties, and performing relevant checks and controls to maintain...

About the RoleWe are seeking a skilled Transfer Agency specialist to join our UK team. As a Transfer Agency Officer, you will be responsible for collecting and processing complex data, exercising due diligence, and reviewing and implementing strict data quality processes.This role involves working within the UK Transfer Agency department, delivering...

About UsNutmeg Saving and Investment Limited is a leading provider of traditional and digital financial services worldwide. We operate like a start-up, embedded within a leading global financial institution, working together in powerful partnership to ethically disrupt the financial services market in the UK.Job SummaryWe are seeking a skilled ISA Transfer...

The Transfer Operations Specialist will be an integral part of the Transfer Processing team, responsible for efficiently managing and processing client asset and cash transfers. The role involves ensuring timely and accurate handling of non-market transfers, coordinating with market counter parties, and performing relevant checks and controls to maintain...

About the RoleWe are seeking a skilled Transfer Agency specialist to join our team in the UK. As an Officer, you will be responsible for collecting and processing complex data, exercising due diligence, and reviewing data quality processes. This role involves demonstrating a comprehensive knowledge of relevant work processes and a broad understanding of...

Job OverviewSS&C Technologies Holdings is seeking a skilled Transfer Specialist to support and lead the transfers service to our clients, driving excellence in all work activities.About the RoleThe ideal candidate will have a good understanding of the technical aspects of transferring assets between providers, with subject matter expert experience of...

We are Nutmeg – part of the JPMorgan Chase family. We are a leading provider of traditional and digital financial services worldwide. Our team is at the heart of building this venture, focused on developing offerings that put the customer at the centre.As a Transfer Specialist for ISAs, you will be part of the ISA Transfer Team who are responsible for...

Amazon is seeking an experienced Transfer Pricing Analyst to support its global tax function in London. The successful candidate will play a key role in developing, implementing, and monitoring transfer pricing policies for the company's EMEA region.Key responsibilities include:Planning:Business partnering to support business launches and...

We are Nutmeg – part of the JPMorgan Chase family. We are a leading provider of traditional and digital financial services worldwide.Our vision is to inspire and equip our customers to get more from their money, all from the palm of their hand, with our innovative mobile app, supported by our friendly and knowledgeable customer support team.As a Transfer...

About the RoleWe are seeking a highly skilled Transfer Agency specialist to join our team in the UK. As a key member of our team, you will be responsible for collecting and processing complex data, exercising due diligence, and reviewing and implementing strict data quality processes.Key ResponsibilitiesContribute towards operational readiness of the new...

Job Title: Transfer Operations SpecialistAbout the Role:We are seeking a skilled Transfer Operations Specialist to join our team at SS&C Technologies Holdings. As a Transfer Operations Specialist, you will play a critical role in supporting and leading the transfers service to our clients, ensuring seamless execution and exceptional customer experience.Key...

We are Nutmeg – part of the JPMorgan Chase family. We are a leading provider of traditional and digital financial services worldwide.Our vision is to inspire and equip our customers to get more from their money, all from the palm of their hand, with our innovative mobile app, supported by our friendly and knowledgeable customer support team.As a Transfer...

Job Title: Asset Servicing SpecialistAbout the Role:Pension Insurance Corporation is seeking a highly skilled Asset Servicing Specialist to join its Investment Operations function. As a key member of the team, you will be responsible for ensuring that IBOR records are up-to-date and aligned with expectations, allowing front office teams to make informed...

Job OverviewA senior role has become available within our UK New Business team, where you will be responsible for analysing client portfolios and providing regulated advice on areas such as pension transfers and investment taxation. With a strong focus on asset allocation recommendations and suitability reports, this is an ideal opportunity for a seasoned...