Operations Specialist (Custody/TA services)

JR United Kingdom; Birmingham; Hybrid; GBP 40,000 - 55,000; Full time

Job summary

A leading company is seeking an Operations Specialist in Birmingham for a 5.5-month interim consultancy role focused on asset management. This position requires analyzing merger impacts, updating necessary documentation, and executing comprehensive plans to ensure compliance. Ideal candidates will have substantial experience in the field, particularly in Custodial and Transfer Agent services, along with strong project management skills.

Qualifications

• Experience with market and tax documentation is essential.
• Experience with outsourced operational services, especially Custody and Transfer Agent services.
• Good understanding of operations within Asset Management.

Responsibilities

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

Skills

Communication

Project Management

Collaboration

Tools

Standard IT tools

Job description

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Operations Specialist (Custody/TA services), Birmingham

Client: Methods

Location:

Birmingham, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

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

Main responsibilities:

• Analyse the impact of the merger on account setup 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 fully update documentation by the end of 2025.

Experience:

• Experience with market and tax documentation is essential.
• Experience with counterparties in outsourced operational services, especially Custody and Transfer Agent services.
• Significant experience working with Outsourced Service Providers in Asset Management.
• Product experience is a plus.

Knowledge and Skills:

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