Analyst, Transfer Processing
jmfinn
About this role
This role involves supporting the trade settlement and transition processes within a financial firm, ensuring tasks related to securities transfers, portfolio transitions, and compliance are executed efficiently and accurately. The position requires working closely with internal teams and external counterparties to manage securities and cash transitions, while maintaining regulatory and internal standards.
Skills
Qualifications
About jmfinn
jmfinn.comJM Finn is a UK-based wealth management firm with offices across the country, providing investment, portfolio management and private client services. The firm delivers tailored, scalable solutions—including discretionary portfolio management and personalised financial advice—to help individuals, families, trustees and charities pursue secure, long-term growth. JM Finn emphasizes close client relationships, experienced wealth managers and a client-focused approach to risk management, reporting and estate planning.
About jmfinn
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for jmfinn.
Salary
$9k – $12k
per year