Operations Specialist (Custody/TA services)

JR United Kingdom; Chesterfield; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading consulting firm is searching for an Operations Specialist to support their asset management client during a merger. The role requires analyzing documentation needs and executing the repapering process to ensure compliance by year's end. Candidates must possess a strong background in operations, with specific experience in Custodial and Transfer Agent services.

Qualifications

• Experience with market and tax documentation is essential.
• Experience with asset management and outsourced service providers is required.
• Understanding of Operations within an Asset Management Company, especially TA and Custodial Services.

Responsibilities

• Analyze the impact of the merger on Custody and Transfer Agent accounts.
• Prepare and execute an action plan for document repapering.
• Ensure all required documentation is finalized by the end of 2025.

Skills

Project Management

Communication

Collaboration

Analytical Skills

Tools

Standard IT Tools

Job description

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Operations Specialist (Custody/TA services), chesterfield

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Client:

Methods

Location:

chesterfield, 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