Operations Specialist (Custody/TA services)

JR United Kingdom; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in the financial services sector is seeking an interim Operations Specialist in Manchester, UK. The successful candidate will be responsible for analyzing the impact of mergers on account setups and preparing as well as executing plans to update relevant documentation. Candidates with experience in asset management and understanding of custody and transfer agent services are encouraged to apply.

Qualifications

• Experience with market and tax documentation.
• Experience working with counterparties in outsourced operational services.
• Familiarity with custodial and Transfer Agent services.

Responsibilities

• Analyzing merger impacts on account setups.
• Preparing action plans for documentation updates.
• Executing plans to update documents by end of 2025.

Skills

Communication

Collaboration

Project Management

Understanding of operations in Asset Management

Tools

IT Tools

Job description

Methods is looking for an interim Operations Specialist (Custody/TA services) in Manchester, United Kingdom.

Client:

Methods

Location:

Manchester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

1

Posted:

04.06.2025

Expiry Date:

19.07.2025

Job Description:

Methods is seeking an Operations Specialist to support custody and transfer agency services. The role involves analyzing the impact of mergers on account setups, preparing and executing action plans to update relevant documentation, with a goal to complete by the end of 2025.

Main responsibilities include:

• Analyzing merger impacts on accounts.
• Preparing action plans for documentation updates.
• Executing plans to update documents by end of 2025.

Required experience:

• Experience with market and tax documentation.
• Experience working with counterparties in outsourced operational services, especially Custody and Transfer Agent services.
• Experience with Asset Management service providers.

Knowledge and skills:

• Understanding of operations within Asset Management, particularly TA and custodial services.
• Proficiency with IT tools.
• Strong communication and collaboration skills.
• Project management skills, with ability to meet deadlines and prioritize tasks.