About this role
Salary: £40,000 - 40,000 per year
Requirements: Accuracy, thoroughness, and attention to detailStrong organisation and prioritisation skills to manage workload and meet deadlinesGood oral and written communication skills to handle queries by telephone, email, and face to faceUnderstanding of treating customers fairly and handling issues promptly and efficiently Responsibilities: Process transfer requests received from relationship management teams, liaising with third parties, and inputting instructions into our systemCommunicate with counterparties, fund managers, and custodians to support the smooth and timely transition of client assetsTrack and report assets in transfer using our Asset Tracker system and provide clear updates to clients and internal stakeholdersManage our transitions mailbox, post, and telephone queriesProcess transfers through our electronic reregistration systemMonitor reports and systems to check for receipt of funds and assets, and process cheques for the custodian to apply to the accountEnsure adherence to internal and client operational procedures and controlsMaintain relationships with third-party administrators, fund managers, and custodians Technologies: Support More:
We are seeking a Transitions Analyst for a 12-month fixed-term contract, with the possibility of becoming permanent, to join a fantastic investment management firm in the heart of the City of London. This is a hybrid role with a salary circa £40,000. The position offers the opportunity to work closely with relationship management teams, counterparties, fund managers, custodians, and third-party administrators to help ensure client asset transfers are completed smoothly and on time.
last updated 32 week of 2026