Transfer Oversight Specialist - Retail Investment Management

JR United Kingdom; Bolton; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading asset management firm is seeking a Transfer Oversight Specialist for their Bolton office. This role involves developing internal control frameworks, managing transfer activities, and ensuring compliance with industry regulations. Ideal candidates will have over 5 years of experience in the retail investment space and a strong educational background.

Qualifications

• 5+ years experience in transfer operational processes within retail investment platforms.
• In-depth working knowledge of relevant industry regulations.

Responsibilities

• Develop and lead the internal control framework.
• Act as SME for transfer types and processes.
• Oversee transfer activities ensuring timely and accurate processing.

Skills

Analytical skills

Communication

Education

Undergraduate degree or equivalent

Job description

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Transfer Oversight Specialist - Retail Investment Management, Bolton, Greater Manchester

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Client:

Miryco Consultants Ltd

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Miryco Consultants is working with a top-tier asset manager (ranked top 3 globally) to add a Transfer Oversight Specialist to their team. This is an exciting opportunity to help set the vision for one of the biggest asset managers in the world and make a significant impact in a dynamic and fast-paced environment.

Responsibilities:

• Develop and lead the internal control framework, remedy control gaps, and enhance effectiveness.
• Act as SME for transfer types and processes across the business, providing consultation and analytical support.
• Maintain knowledge of relevant laws and regulations for transfer activities.
• Oversee transfer activities for all products available through the business retail platform, ensuring timely and accurate processing.
• Manage internal and external relationships.

Qualifications:

• 5+ years experience relating to transfer operational process within the retail investment platform space.
• Strong educational background: Undergraduate degree or equivalent combination of training and experience.
• In-depth working knowledge of relevant industry regulations.

Location: Bolton, Greater Manchester, United Kingdom

Please note, if you are not contacted within five working days of submitting your application, unfortunately you have not been shortlisted for this position. We will, however, be in touch should there be other opportunities matching your skills.

For similar opportunities, follow Miryco Consultants on LinkedIn.