Operations Specialist (Custody/TA services)

JR United Kingdom; Bath; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading company in asset management is seeking an Operations Specialist for an interim consulting role in Bath. This position involves analysing merger impacts on accounts, preparing necessary documentation, and executing a detailed action plan over 5.5 months. Candidates should have experience in market and tax documentation within outsourced service models.

Qualifications

• Experience with market documentation and tax documentation is essential.
• Significant experience dealing with Outsourced Service Providers in Asset Management.

Responsibilities

• Analyse the impact of the merger on the setup of accounts at Custody and Transfer Agent level.
• Prepare an action plan to update relevant documents.
• Execute the plan to ensure full documentation updates by the end of 2025.

Skills

Knowledge of operations within Asset Management

Strong communication skills

Project management skills

Tools

Standard IT tools

Job description

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Operations Specialist (Custody/TA services), bath

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Client:

Methods

Location:

bath, 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 2 days 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 setup of our accounts at Custody and Transfer Agent level.
• Prepare an action plan based on the analysis to update relevant documents (e.g., tax documentation, account opening forms).
• Execute the plan to ensure all documentation is fully updated by the end of 2025.

Experience:

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

Knowledge and Skills:

• Good understanding of operations within Asset Management, specifically TA services and Custodial Services.
• Proficiency with standard IT tools.
• Strong communication and collaboration skills across all levels.
• Project management skills, with ability to meet deadlines and prioritize tasks.