Operations Specialist (Custody/TA services)

JR United Kingdom; Crawley; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading asset management client is seeking an Operations Specialist for a temporary role focused on analyzing merger impacts and managing documentation. Candidates are expected to have significant experience in Custody and Transfer Agent services, strong analytical and project management skills are crucial for success in this position.

Qualifications

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

Responsibilities

• Analyze the impact of the merger on account setup.
• Prepare an action plan to re-paper relevant documents.
• Execute the plan to complete re-papering by the end of 2025.

Skills

Communication

Project Management

Collaboration Skills

Analytical Skills

Job description

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Operations Specialist (Custody/TA services), Crawley, West Sussex

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Client:

Methods

Location:

Crawley, West Sussex, 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 seeking an interim consultant for a client specializing in asset management.

Location: Hybrid, 2 days onsite in central London.

Duration: 5.5 months.

Main responsibilities:

• Analyze the impact of the merger on account setup at Custody and Transfer Agent level.
• Prepare an action plan to re-paper relevant documents (e.g., tax documentation, account opening forms).
• Execute the plan to complete re-papering by the end of 2025.

Experience required:

• 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.
• Proficiency with standard IT tools.
• Strong communication and collaboration skills across all levels.
• Project management skills, ability to meet deadlines and prioritize tasks.