Asset Transfers Analyst
Core
Execute and oversee internal and external account funding and asset transfer processes for Private Client and Institutional clients.
Role type
Asset Transfers Analyst
Builds
Account funding and asset movement workflows for private clients and institutions
Domain
Financial services / Private wealth management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
account funding, asset transfer processing, workflow management, external custodian coordination, exception handling, process improvement
Preferred skills
Microsoft Excel (intermediate), custodian/broker transfer knowledge, Advent APX, Pega Systems
Responsibilities
Review and validate client account statements, manage inbound transfer requests via workflow systems, communicate with Client Service and Relationship Managers, work with external custodians to initiate and track transfers, identify issues and escalate exceptions, collaborate with Legal, Compliance, and Audit teams, contribute to process improvements and departmental projects
Seniority
Individual Contributor, entry-to-mid level