Operations Specialist (Custody/TA services)

JR United Kingdom; Cambridge; Hybrid; GBP 45,000 - 70,000; Full time

Job summary

A leading consulting firm is seeking an Operations Specialist for an interim role in Cambridge. The successful candidate will analyse merger impacts on accounts, prepare necessary documentation, and ensure timely execution of the repapering plan. Strong experience in asset management operations is required, with an emphasis on tax and market documentation.

Qualifications

• Significant experience dealing with Custody and Transfer Agent services.
• Experience with market and tax documentation is essential.

Responsibilities

• Analyse the impact of the merger on accounts at Custody and Transfer Agent level.
• Prepare an action plan to repaper relevant documents.
• Execute the plan to ensure documentation is fully repapered by end of 2025.

Skills

Understanding of Operations in Asset Management

Communication

Project Management

Tools

Standard IT Tools

Job description

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Operations Specialist (Custody/TA services), cambridge

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Client:

Methods

Location:

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