Transfer Oversight Specialist - Retail Investment Management

JR United Kingdom; York; On-site; GBP 50,000 - 80,000; Full time

Job summary

A leading global asset manager is seeking a Transfer Oversight Specialist to enhance their operational processes within the investment platform sector. This pivotal role involves leading compliance initiatives, managing transfers, and ensuring effective relationships across the business. The ideal candidate will possess over 5 years of experience and strong regulatory knowledge, contributing to the strategic vision of the firm.

Qualifications

• 5+ years experience in transfer operational processes.
• Strong background in regulations related to investment platforms.
• Analytical skills for SME support.

Responsibilities

• Develop and lead the internal control framework.
• Oversee transfer activities for all retail products.
• Manage internal and external relationships effectively.

Skills

Transfer operational process knowledge

Regulatory compliance

Analytical support

Education

Undergraduate degree or equivalent

Job description

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Client:

Miryco Consultants Ltd

Location:

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.
• Internal and external relationship management.

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: City of London

Please note, should you not be contacted within five working days of submitting your application, then unfortunately you have not been shortlisting for this position. We will, however, be in touch should there be any other opportunities of potential interest suiting to your skills.

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