ashby

Transfer Operations Analyst @ Trading212

SofiaOnsiteFull-timePosted 212 days ago

Opens on ashby

About this role

Our mission is to enable everyone to build wealthWe reinvent how trading and investing work by creating exceptional products people love.

Fostering a culture of excellence and high velocity is the key to our success.

Тoday, we serve over 4.5 million clients, with more than €30 billion in assets under management—a testament to the scale and trust we’ve built in just a few years.

The roleWe’re seeking a passionate Transfer Operations Analyst to join our dynamic Trading 212 team. You will play a crucial role in the implementation and success of our newly introduced "Portfolio Transfers" feature. This innovative offering allows our clients to transfer their portfolios of Stocks, ETFs, and cash seamlessly in a paperless and cost-free manner.

What you’ll doEvaluate incoming and outgoing transfer requests for accuracy, completeness, and compliance with regulatory standards and internal protocols

Coordinate and oversee the transfer of stocks, ETFs, and cash

Monitor and anticipate upcoming corporate actions, implementing appropriate measures to address potential impacts on portfolio transfers

Collaborate with internal departments to streamline transfer processes and ensure timely execution

Proactively identify and resolve any discrepancies or potential issues throughout the transfer process, collaborating with internal teams and external parties as needed

Ensure precise reconciliation of incoming securities settlements to maintain accurate records

Monitor internal systems to optimise operational efficiency and address any potential disruptions promptly

Contribute to business development projects under the guidance of senior team members

What you need to haveUndergraduate degree (Bachelor's) or Master's in Finance, Economics, Accounting, or a related quantitative field.

Good understanding of financial markets

Experience with MS Office, with solid expertise in Excel

Relentless drive to learn

Ability to thrive in a fast-paced, dynamic environment

Great problem-solving skills to find smart and practical solutions

Ability to work efficiently both independently and as part of a team

Nice to haveFundamental understanding of corporate actions

Knowledge of SQL

Experience with Refinitiv, Bloomberg, or alternative financial data providers

What we offerChallenges that will help you grow and realize your potential really fast

Opportunity to make a big impact - you will build innovative services used by millions of investors to build wealth

Work with smart, spirited, helpful, high-performing colleagues with a common goal

An environment where nothing is set in stone

Appreciation for your talent and ideas

Generous remuneration package, including annual bonuses

Are you ready to accelerate your career with us? We'd love to hear from you!

We thank all applicants, but only candidates selected for an interview will be contacted.

All personal data of applicants is protected by the law and will be treated with strict confidentiality.

Skills

Transfer OperationsGlobal Dealing & Dealing Operations

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