Transfers Specialist

Transfers Specialist

up to 60k + Bens

London

Professional Summary

Experienced Asset Transfers Specialist with over 4 years of hands-on expertise in managing both domestic and foreign asset transfers across multiple asset classes. Proven ability to oversee and lead small teams, ensuring seamless execution of transfer processes while maintaining high standards of risk management and control. Well-versed in the settlement cycle, with a strong understanding of how corporate events impact settlement timelines and processes.

Key skills and experience include:

• Multi-Asset Class Transfers: Extensive exposure to domestic, cross-border, and international transfers, ensuring compliance with relevant regulatory frameworks.
• CREST GUI System & Altus: Proficient in using the CREST GUI system and experienced with Altus for efficient processing and settlement.
• Corporate Actions: Understanding of both voluntary and mandatory corporate action events and their implications on asset transfers.
• Regulatory Compliance: In-depth knowledge of regulatory requirements, including CASS rules, with a focus on safeguarding clients’ money and assets.
• Risk Management: Strong ability to identify, assess, mitigate, and monitor risks within the asset transfer environment, implementing effective controls.
• Technical Proficiency: Advanced Excel skills for data analysis, reporting, and process optimization.
• Team Leadership: Demonstrated experience in managing and mentoring small teams, fostering a collaborative and high-performing work environment.
• Communication: Excellent written and verbal communication skills, with a commitment to delivering results within strict deadlines.

If you would like to discuss this role please caontact Patrick Barnett at [email protected] or 0207 337 0045