Transfers and Tax Analyst

Meraki Talent; Greater London; On-site; GBP 70,000 - 110,000; Full time

Job summary

Meraki Talent is recruiting an experienced Transfers & Tax Analyst to join the Operations Oversight team for an established wealth and investment management business in London.

You will oversee client transitions, asset transfers, UK/US tax reporting and oversight of outsourced service providers, working with front-office and custodians to ensure efficient operations and high service levels.

Qualifications

• Minimum 5 years in investment operations, wealth management or related financial services.
• Knowledge of UK client transitions and asset transfers.
• Strong understanding of UK and US tax reporting requirements.
• Experience with external custodians or outsourced service providers.
• Proven ability to produce meaningful management information.

Responsibilities

• Oversee and manage client transitions and investment asset transfers.
• Coordinate UK and US tax reporting activities and liaise with providers.
• Oversee outsourced operational arrangements with custodians and service providers.
• Develop management information, dashboards and governance reports.
• Contribute to business migrations, integration projects and process improvements.

Skills

Investment operations

Wealth management

Stakeholder management

Analytical skills

Regulatory governance

Project coordination

Attention to detail

Education

Relevant finance degree

Tools

Altus TeX

Excel

Reporting tools

Job description

We are recruiting for an experienced Transfers & Tax Analyst to join the Operations Oversight team of an established wealth and investment management business.

This is a varied position with responsibility for overseeing client transitions, asset transfers, investment tax reporting and outsourced operational services.

The successful candidate will work closely with front-office teams, external custodians and service providers, ensuring operational efficiency, effective governance and consistently high standards of client service.

The role also offers the opportunity to contribute to business integration projects, operational improvements and the development of management reporting.

Key Responsibilities

Client Transitions & Asset Transfers

• Oversee and manage activities associated with client transitions and investment asset transfers.
• Act as the central point of contact for front-office and client queries relating to transfers and transitions.
• Work proactively with external service providers to resolve outstanding transfers and operational issues.
• Support the implementation and ongoing improvement of electronic asset transfer solutions.
• Monitor transfer activity and identify opportunities to improve efficiency and service delivery.

Tax Reporting & Corporate Actions

• Coordinate and oversee UK and US investment tax reporting activities.
• Liaise with external service providers regarding tax reporting requirements and queries.
• Support the production, review and checking of periodic client tax documentation.
• Monitor outstanding tax reporting matters and ensure timely resolution.
• Support the effective oversight of corporate actions and associated market processes.

Operational Oversight & Service Provider Management

• Oversee outsourced operational arrangements and relationships with external custodians.
• Monitor service delivery, operational performance and outstanding issues.
• Participate in regular service reviews and governance meetings.
• Produce management information, operational reports and dashboards to support effective oversight.
• Assist with regulatory governance, operational controls and ongoing compliance requirements.
• Identify and implement improvements to operational processes and reporting.
• Support business migrations, integration projects and wider operational change initiatives.

Skills & Experience Required

• A minimum of 5 years' experience within investment operations, wealth management or a related financial services environment.
• Detailed knowledge and practical experience of UK client transitions and investment asset transfers.
• Strong understanding of UK and US tax reporting rules and requirements.
• Knowledge of corporate actions processing and relevant market practices.
• Experience working with external custodians, administrators or outsourced service providers.
• Strong analytical skills with the ability to produce meaningful management information.
• Excellent organisational skills, attention to detail and ability to manage competing priorities.
• Strong communication and stakeholder management skills, with the confidence to engage with internal teams and external providers.
• A proactive, self-motivated approach and the ability to work both independently and collaboratively.
• Commitment to maintaining strong operational controls and high standards of client service.

Desirable Qualifications & Experience

• Investment Operations Certificate (IOC) or equivalent industry qualification.
• Experience with electronic asset transfer platforms, including Altus/TeX.
• Exposure to operational migrations, process improvement or business integration projects.
• Strong Microsoft Office skills, particularly Excel and reporting tools.
• Relevant degree or equivalent professional experience.

This position offers an opportunity to join an established investment management environment and take ownership of a broad range of operational activities.

The successful candidate will gain exposure to complex client transitions, investment tax reporting, outsourced service oversight and operational transformation, while working closely with experienced professionals across the business.

It would suit an experienced investment operations professional who enjoys problem-solving, building stakeholder relationships and identifying opportunities to improve operational processes.

If you have experience in investment operations, asset transfers or client transitions and are looking for your next opportunity in London