Asset Transfers Operations Associate
Posted 2 days 4 hours ago by Pontoon
Join The Team as an Asset Transfers Operations Associate!
Location: Manchester (4 days in the office)
Contract Type: Fixed Term Contract (12 months)
Start Date: January 2026
Positions Available: 10
Are you ready to take your career in financial services to the next level? We're on the lookout for enthusiastic and detail-oriented individuals to join our dynamic team as Asset Transfers Operations Associates! If you have a passion for investment operations and a knack for problem-solving, this is your chance to shine!
What We're Looking For:
- Experience in Asset Transfers, Custody, Settlements, or Investment Operations is highly desirable.
- Broader Financial Services Operations experience with strong transferable skills.
The Role:
As an Asset Transfers Operations Associate, you'll play a crucial role in supporting the transfer and settlement of client investment portfolios. In a highly regulated environment, your accuracy and efficiency will directly contribute to our exceptional client service. Get ready to engage with a variety of asset types and connect with internal stakeholders and counterparties!
Key Responsibilities:
- Process asset transfers (both in and out) across a diverse range of asset types, including UK equities, overseas equities, and unit trusts.
- utilise industry platforms such as Crest, DTC, Calastone, or Origo to facilitate transactions.
- Monitor outstanding transfers and proactively follow up with counterparties to ensure timely completion.
- Investigate and resolve reconciliation breaks, ensuring accuracy in client accounts and records.
- Liaise with internal teams and relationship managers to provide updates and support client outcomes.
- Maintain high levels of risk awareness, accuracy, and compliance with regulatory standards.
To Thrive in This Role, You Should Demonstrate:
- Strong attention to detail and accuracy.
- Confident verbal and written communication skills.
- The ability to manage your workload effectively and meet deadlines.
- A proactive approach to problem-solving and escalation when required.