Transfers Team Analyst
Location: Edinburgh (Hybrid working)
Full Time Permanent
Our client is looking for a sharp, proactive operator to join our Transfers Team — the engine room responsible for the timely and accurate movement of assets on behalf of their clients.
If you thrive in a fast‐paced environment where precision matters, this is your kind of role.
What You'll Be Doing
You'll play a key role in ensuring smooth, accurate, and well‐controlled transfer activity across multiple markets and asset types, including:
* Matching transactions across internal systems
* Liaising with external fund managers, agreeing trades and settlement
* Working directly with brokers to resolve queries
* Keeping clients updated on transfer progress
* Managing CREST and other market settlements
* Handling unit trust re‐registrations and transfers
* Processing certificated holdings
* Investigating and resolving cash and stock reconciliation breaks
* Maintaining strong controls to mitigate operational risk
* Experience of using Equisoft
This is a hands‐on role at the heart of our Operations function — perfect for someone who enjoys ownership and variety:
* You take pride in accuracy and operational discipline
* You're confident dealing with clients, brokers, and fund managers
* You stay calm and structured when things get complex
* You enjoy improving processes and driving efficiency
* You communicate clearly, credibly, and with influence — including with senior stakeholders
Why Join Them?
You'll be part of a high‐performing Operations team where your work directly impacts client experience, risk management, and the smooth running of the business.
If you want a role where you can grow, contribute, and make a visible difference — this is it.