Asset Transfers Analyst

Asset Transfers Analyst

Job Description

As an Asset Transfers Analyst, you will support all aspects of the account funding and asset transfer process for Private Client and Institutional clients. Your role will involve reviewing, interpreting, and validating information on client account statements to ensure successful transfer of various asset types. You will communicate with internal Client Service and Relationship Managers to obtain necessary documentation and ensure timely account funding, manage inbound requests through internal workflow systems, and navigate multiple systems and applications to process transfers and respond to evolving business needs.

Responsibilities

• Manage inbound requests through internal workflow systems, adhering to service-level expectations and prioritizing tasks based on urgency.

• Work directly with external custodians to initiate and track transfers, process gifting requests, and complete related reporting or audits.

• Use sound judgment to identify issues, escalate exceptions, and communicate resolutions to stakeholders.

• Collaborate with internal partners—including Legal, Compliance, Technology, and Audit—to support firm goals and ensure process alignment.

• Contribute to a culture of continuous improvement by identifying control gaps and recommending enhancements to workflows or tools.

• Participate in or lead departmental projects, presenting findings and updates to leadership as appropriate.

Essential Skills

• Proficiency in Microsoft Excel.

• Strong analytical skills.

• Excellent communication skills (both written and verbal).

• Bachelor’s degree required.

• Strong attention to detail and ability to work under pressure in a fast-paced environment.

• Ability to manage multiple priorities with a sense of urgency.

• Demonstrated professionalism and ability to handle confidential information.

• Strong client-service mindset with flexibility and follow-through.

Additional Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• Intermediate knowledge of Microsoft Excel and comfort working with large data sets.

• Familiarity with custodian, bank, or broker transfer requirements.

• Experience with systems such as Advent APX or Pega Systems.

Work Environment

This position is 100% onsite in Baltimore, offering a working contract with potential to hire after 6 months.

Job Type & Location

This is a Contract position based out of Baltimore, MD.

Pay and Benefits

The pay range for this position is $28.46 - $31.25/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Baltimore,MD.

Application Deadline

This position is anticipated to close on Jun 8, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on click.appcast.io (%View email address on click.appcast.io) for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.