Operations Specialist (Custody/TA services)

JR United Kingdom; High Wycombe; Hybrid; GBP 40,000 - 70,000; Full time

Job summary

A leading company is seeking an Operations Specialist for interim consultancy focused on asset management. The role involves analyzing merger impacts on accounts, preparing an action plan for documentation repapering, and executing the plan within a 5.5-month timeframe. Candidates should have experience in market and tax documentation, as well as in Custody and Transfer Agent services.

Qualifications

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

Responsibilities

• Analyse the impact of the merger on account setups.
• Prepare an action plan for documentation repapering.
• Execute the plan to ensure documentation is complete by end of 2025.

Skills

Communication

Project Management

Collaboration

Job description

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Operations Specialist (Custody/TA services), high wycombe

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Client:

Methods

Location:

high wycombe, 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