Transition Analyst

Salary: £40,000 - 40,000 per year

Requirements:

• Accuracy, thoroughness, and attention to detail
• Strong organisation and prioritisation skills to manage workload and meet deadlines
• Good oral and written communication skills to handle queries by telephone, email, and face to face
• Understanding 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 system
• Communicate with counterparties, fund managers, and custodians to support the smooth and timely transition of client assets
• Track and report assets in transfer using our Asset Tracker system and provide clear updates to clients and internal stakeholders
• Manage our transitions mailbox, post, and telephone queries
• Process transfers through our electronic reregistration system
• Monitor reports and systems to check for receipt of funds and assets, and process cheques for the custodian to apply to the account
• Ensure adherence to internal and client operational procedures and controls
• Maintain 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 31 week of 2026