Operations Specialist (Custody/TA services)

JR United Kingdom; Milton Keynes; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading company in asset management is seeking an Operations Specialist for a 5.5-month interim role. The position involves analyzing the impact of a merger and preparing necessary documentation. Ideal candidates will have extensive experience with market and tax documentation and the ability to work in a fast-paced environment.

Qualifications

• Experience with counterparties in an outsourced operational services model.
• Significant experience with Outsourced Service Providers in Asset Management.
• Product experience is beneficial.

Responsibilities

• Analyze the impact of the merger on account setups at Custody and Transfer Agent level.
• Prepare an action plan for necessary documentation repapering.
• Execute the plan to complete documentation repapering by end of 2025.

Skills

Experience with market documentation and tax documentation

Ability to collaborate/communicate at all levels

Project Management

Ability to use standard IT tools

Job description

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Operations Specialist (Custody/TA services), milton keynes

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Client:

Methods

Location:

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