Asset & Wealth Management - Asset Movement Analyst

As an Asset Movement Analyst in Asset and Wealth Management, you will support the day-to-day processing of internal and external asset and collateral movements. You will review transactions for completeness and accuracy, address exceptions, and manage inquiries to ensure timely delivery and strong risk controls. You will work closely with partners across locations and teams to resolve issues and improve the client and stakeholder experience.
Job responsibilities
Review and approve daily collateral movements from brokerage accounts
Process non-managed and managed journals, including internal transfers
Validate transaction details and correct exceptions to reduce processing risk
Review and process systematic requests in line with documented procedures
Investigate inquiries and provide clear, timely responses to stakeholders
Escalate issues appropriately and track them through to resolution
Coordinate timely delivery of assets to external firms across domestic and international markets
Ensure daily cut-offs are met while maintaining accuracy and control standards
Document actions taken and maintain accurate records to support auditability
Identify recurring issues and contribute to process improvements
Partner with colleagues to support a collaborative, inclusive working environment
Required qualifications, capabilities, and skills
Demonstrated experience processing, reviewing, or reconciling operational transactions with a strong focus on accuracy and risk control
Ability to exercise sound judgment and make timely decisions using available data and procedures
Ability to work effectively in a client-focused, fast-paced, deadline-driven environment
Ability to consistently meet daily cut-off deadlines and service level expectations
Strong problem-solving skills, including the ability to investigate exceptions and drive resolution
Ability to manage inquiries and handle challenging conversations in a professional, solutions-oriented manner
Strong attention to detail and ability to follow established procedures and controls
Effective written and verbal English communication skills, including routine calls and email correspondence with partners
Demonstrated commitment to fostering an inclusive, respectful, and collaborative work environment
Preferred qualifications, capabilities, and skills
Experience supporting asset servicing, collateral operations, or brokerage-related transaction processing
Demonstrated ability to work under pressure, prioritize tasks, and manage competing deadlines
Track record of identifying process gaps and contributing to operational improvements
Strong stakeholder management skills and a consistent focus on timely issue resolution to prevent processing delays
Ability to collaborate effectively across teams and locations in a shared-ownership environment
Interest in continuous learning and adapting to change in a dynamic operational setting