Orla Rose Associates
Transfer Processing Analyst
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Transfer Processing Analyst – 12-Month FTC
Location: London – Hybrid
Salary: £36,000 to £38,000
Contract: 12-month fixed-term contract
We are working with a highly regarded investment management firm looking to appoint an experienced Transfer Processing Analyst to its London operations team. This is a great opportunity to take ownership of client asset transfers, work closely with Investment Managers and gain exposure across the full transfer lifecycle.
Key Responsibilities
- Manage internal and external asset transfers.
- Input and authorise transfer instructions.
- Provide valuations to Investment Managers.
- Investigate and resolve failed or unmatched transfers.
- Liaise with custodians, counterparties and internal teams.
- Monitor transactions through to successful settlement.
- Complete daily reconciliations.
- Instruct payments relating to external transfers.
- Maintain accurate records and provide regular progress updates.
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What We’re Looking For
- At least two years’ experience in transfer processing, investment operations, custody or a similar environment.
- A good understanding of asset transfers and settlement processes.
- Strong communication and problem-solving skills.
- Excellent attention to detail and organisation.
- The confidence to work independently and use your own initiative.
- Good working knowledge of Microsoft Office and relevant operational systems.
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This is an excellent chance to join an established investment management business offering a supportive team, hybrid working and valuable exposure to Investment Managers and the wider operation.
Please apply with an up-to-date CV for further information.
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