Operations Specialist (Custody/TA services)

JR United Kingdom; Hounslow; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading company in asset management is seeking an Operations Specialist for a hybrid role based in London. The position involves analyzing the impact of a merger on account structures and preparing necessary documentation within a 5.5-month timeframe. Candidates must have strong experience in market and tax documentation in custody and transfer agent services.

Qualifications

• Experience with market and tax documentation essential.
• Significant experience dealing with Outsourced Service Providers.
• Understanding of Operations within Asset Management.

Responsibilities

• Analyse merger impacts on accounts at Custody and Transfer Agent levels.
• Prepare action plan to repaper relevant documentation.
• Execute plan to ensure required documentation is completed by end of 2025.

Skills

Market documentation

Tax documentation

Project Management

Collaboration

Communication

Tools

Standard IT tools

Job description

Social network you want to login/join with:

Operations Specialist (Custody/TA services), south west london

col-narrow-left

Client:

Methods

Location:

south west london, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

col-wide

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