Investment Transfers Team Manager

  • Excellent
  • Edinburgh, Scotland, United Kingdom Edinburgh Scotland GB
  • Permanent, Full time
  • Meraki Talent
  • 12 Jul 18 2018-07-12

Meraki Talent are currently working with a leading fintech organisation who are growing rapidly across Europe to join their investment operations team as an Investment Transfers Team Manager.

Reporting into the Head of the Transfers Department, you will be responsible for the day to day running of the Transfers team within the Operations department. This is very much a “hands on” role and the successful applicant will be required to provide technical guidance and support to the team.



The role holder will have responsibility for a team of c24 individuals based in the Edinburgh office covering all of the activities related to processing and handling of certificated and dematerialised in specie transfers of customers’ assets for a variety of securities held under various custody arrangements.


Some of the Responsibilities will include:


  • Effective Communication; communicate KPIs and team performance to Head of Transfers on a regular basis.
  • Escalation; ensure all processing issues, risks and CASS breaches pertaining to the Transfers function are escalated appropriately to senior management
  • Team Development; responsible for the ongoing training & mentoring of team members.
  • Procedures; ensure the department’s procedures are regularly reviewed and maintained implement new reconciliation processes in line with system enhancements & ensure all team members update team procedures.
  • Procedures Enhancement; champion procedure and process enhancements with a particular focus on automation of manual processes which, in turn, will reduce incidence of error and negate our risk exposure.
  • Testing; ensure all transfer related functionality is fully regression tested for all new platform clients prior to launch date
  • Third Party Liaison; maintain and develop broker, Custodian Bank and Third Party Administrator relationships pertaining to sources of information relevant to fund client administration.


The background of the Investment Transfers Team Manager:


  • Have experience of managing teams within investment operations
  • Have strong technical knowledge of the Transfers process (in-specie, cash, asset)              
  • Experience of working with Platforms beneficial