Operations Specialist (Custody/TA services)

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

Job summary

A prominent consultancy in asset management is seeking an Operations Specialist based in Glasgow. This hybrid role involves analyzing merger impacts, preparing action plans for documentation updates, and ensuring compliance with both Custody and Transfer Agent services. Candidates must have a robust background in operational services and experience interacting with outsourced providers.

Qualifications

• Experience with market and tax documentation is essential.
• Significant experience dealing with Outsourced Service Providers in Asset Management.
• Good understanding of TA and Custodial Services.

Responsibilities

• To analyse the impact of the merger on account setups.
• Prepare and execute an action plan for document updates.

Skills

Operations in Asset Management

Project Management

Communication

Collaboration

Tools

Standard IT tools

Job description

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Operations Specialist (Custody/TA services), Glasgow

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Client:

Methods

Location:

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

Knowledge and Skills:

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