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Asset Transfer Specialist
London
£40,000 - £60,000 per annum + DOE + benefits
Company client current is looking to recruit an Asset Transfer Specialist for the newly formed team in the City.
This is a fantastic opportunity to have a successful career in investment at a leading consultancy which will support you in studying towards a relevant professional qualification i.e. IMC/CFA (if you have already commenced these, support to full qualification will be given).
Your responsibilities will entail but are not limited to:
* working with investment managers to ascertain the most suitable asset transfer strategy for clients
* agreeing and drafting instruction letters with various parties involved
* drafting asset transfer strategy documents for clients
* implementing and monitoring asset transfer strategies
* acting as a point of contact within the business relating to asset transfers for the consulting team as well as for custodians and the clients
* managing and developing relationships externally and internally, checking and reviewing work of your peers
* contributing to thought leadership
We are looking for an individual with good project management skills, relevant experience within financial services, the desire to develop his/her consultancy skills, strong attention to detail and numerical capabilities, and excellent communication skills.
Keywords:investment consulting consultancy asset transfer pension security managers manager communication project management custodians.
Asset Specialist Needed in London
Posted: 31-05-2024
Place: London
Place: London
Asset Transfer Specialist
London
£40,000 - £60,000 per annum + DOE + benefits
Company client current is looking to recruit an Asset Transfer Specialist for the newly formed team in the City.
This is a fantastic opportunity to have a successful career in investment at a leading consultancy which will support you in studying towards a relevant professional qualification i.e. IMC/CFA (if you have already commenced these, support to full qualification will be given).
Your responsibilities will entail but are not limited to:
* working with investment managers to ascertain the most suitable asset transfer strategy for clients
* agreeing and drafting instruction letters with various parties involved
* drafting asset transfer strategy documents for clients
* implementing and monitoring asset transfer strategies
* acting as a point of contact within the business relating to asset transfers for the consulting team as well as for custodians and the clients
* managing and developing relationships externally and internally, checking and reviewing work of your peers
* contributing to thought leadership
We are looking for an individual with good project management skills, relevant experience within financial services, the desire to develop his/her consultancy skills, strong attention to detail and numerical capabilities, and excellent communication skills.
Keywords:investment consulting consultancy asset transfer pension security managers manager communication project management custodians.
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