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Asset Transfer Specialist

Posted 28/11/2022
bonus + benefits
City of London
Full time


Partner led consultancy looking to bolster their Asset Transfer team from either their London, Bristol or Birmingham office Asset Transfer team | Competitive salary + bonus & benefits


Oliver James are currently working with a partner- led consultancy looking to bolster their Asset Transfer team from either their London, Bristol or Birmingham office. The Asset Transfer team is responsible for transferring between £4bn and £6bn a year, with typical transactions ranging from £20m to £50m.

As an Asset Transfer Specialist you will be responsible for managing the implementation of investment strategies and the appointment of new investment managers. You will design, project manage and oversee the transfer of assets for clients from start to finish and manage risks and costs to the client (out of market risk, timing risk and minimising transaction costs).

Role requirements:


* IMC, CFA or CISI qualified or studying towards
* Experience of working within asset transfer management from within consultancy or asset management
* An understanding of the operational framework of how investment managers buy and sell investments

This is an excellent opportunity to join a growing area of an already successful business. This role comes with plenty of scope for progression within a meritocratic environment.

For further details or to discuss how your role compares within the market, please don't hesitate to reach out on hannah.burgess@weareoliverjames.com or 0203 861 9173.



Oliver James Associates

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