Operations Specialist (Custody/TA services)

JR United Kingdom; Basildon; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

Une entreprise spécialisée dans la gestion d'actifs recherche un consultant Operation Specialist pour une mission de 5.5 mois. Le candidat idéal devra avoir une bonne compréhension des services d'Asset Management, notamment en matière de documentation fiscale et de services de garde. Le poste requiert capacité d'analyse, gestion de projet, et collaboration avec divers acteurs internes et externes.

Qualifications

• Expérience avec la documentation de marché et la documentation fiscale est essentielle.
• Expérience significative dans le modèle opérationnel externalisé.
• Compréhension des services de transfert d'actifs et des services de garde.

Responsibilities

• Analyser l'impact de la fusion sur l'établissement des comptes au niveau de la garde.
• Préparer un plan d'action basé sur l'analyse.
• Exécuter le plan pour que la documentation soit complètement prête d'ici fin 2025.

Skills

Analyse d'impact

Collaboration

Gestion de projet

Tools

Standard IT tools

Job description

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Operations Specialist (Custody/TA services), basildon

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Client:

Methods

Location:

basildon, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

Methods is looking for an interim consultant for one of our clients, specialised in asset management

Location: hybrid 2days/w onsite in central London

Duration: 5.5 months

The main responsibilities of the consultant will be:

• To analyse the impact of the merger on the set up of our accounts at Custody and Transfer Agent level
• Prepare an action plan based on the outcome of the analysis to repaper the relevant documents (eg tax documentation, account opening form, )
• Execute the plan in order to have the required documentation fully repapered by end of 2025

Experience:

• Experience with market documentation and tax documentation is essential
• Experience with counterparties in an outsourced operational services model, and in particular Custody and Transfer Agent services.
• Significant experience in dealing with Outsourced Service Providers in the Asset Management environment.
• Product experience is beneficial.

Knowledge and Skills:

• A good understanding of varied areas within Operations of an Asset Management Company, (specifically TA services and Custodial Services).
• Ability to use standard IT tools.
• Ability to collaborate/communicate at all levels.
• Project Management and ability to meet deadlines and prioritize