Junior Transfers & Settlements Analyst Location: Blackpool (hybrid working after probation) Salary: £23,000-£25,000 Role Purpose This role sits within a specialist Investment Operations Transfers team responsible for ensuring the accurate and timely movement of securities between custodians, counterparties, and client accounts across UK and international markets. As a trainee, you will initially support operational processes within the team and develop the technical knowledge required to fully perform a Junior Transfers & Settlements Analyst role. Once trained, you will take responsibility for the end-to-end processing and monitoring of stock transfers, ensuring settlement obligations are met accurately and on schedule. The role plays a key part in maintaining the integrity of securities movements and supporting the smooth execution of client and counterparty transactions. Key Responsibilities Process and register physical and electronic share movements into and out of client nominee and registered names Monitor shared operational mailboxes and ensure timely response/actioning of queries Use internal systems to run and track order books, operational tasks, and settlement reports, escalating issues where required Monitor daily stock reconciliations across multiple custodians and investigate discrepancies Follow up on outstanding or delayed transfers on a regular basis, liaising with internal teams and external counterparties Complete transfer documentation including account applications, registration forms, and stock transfer instructions Work collaboratively with Client Services, Compliance, and Client Due Diligence teams to ensure accurate processing and adherence to requirements Support system testing activity for platform fixes, upgrades, and process enhancements Follow all established procedures and ensure operational controls are consistently applied Contribute to process improvement by identifying inefficiencies and suggesting enhancements Undertake relevant training and continue developing technical knowledge of investment operations and securities markets Carry out any additional reasonable duties required to support the wider operations function Knowledge, Skills & Experience Technical / Professional Interest in or understanding of securities settlements and investment operations (advantageous) Willingness to develop knowledge of custody and transfer processes across multiple markets Systems & Processes Ability to learn and operate complex internal systems and workflows Exposure to or willingness to learn operational platforms used in investment administration Strong procedural discipline with the ability to follow and improve structured processes Regulatory Awareness Developing understanding of UK financial services regulation and relevant international frameworks (including Crown Dependencies) Ability to adhere to regulatory standards and escalate issues appropriately Core Competencies Accountability Attention to Detail Problem Solving Communication Team Collaboration Adaptability Time Management Continuous Improvement Mindset
Junior Transfers Settlements Analyst • Blackpool, United Kingdom
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