Operations Specialist (Custody/TA services)

JR United Kingdom; Kingston upon Hull; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading company in asset management seeks an Operations Specialist for a temporary role. The candidate will analyze the impacts of a merger and prepare necessary documentation, ensuring compliance and strategic alignment. Ideal applicants have significant experience with market and tax documentation related to Custody and Transfer Agent services.

Qualifications

• Experience with market documentation and tax documentation is essential.
• Experience in asset management operations and outsourced services.
• Ability to meet deadlines and prioritize tasks.

Responsibilities

• Analyze the impact of the merger on Custody and Transfer Agent setup.
• Prepare an action plan for repapering required documentation.
• Execute the plan to ensure documentation is completed by end of 2025.

Skills

Market documentation

Tax documentation

Operations management

Project Management

Communication

Tools

Standard IT tools

Job description

Social network you want to login/join with:

Operations Specialist (Custody/TA services), kingston upon hull, east yorkshire

col-narrow-left

Client:

Methods

Location:

kingston upon hull, east yorkshire, 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