Operations Specialist (Custody/TA services)

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

Job summary

Methods seeks an Operations Specialist for an interim consultancy role focused on Custody and Transfer Agent services in Peterborough. This hybrid position requires experience in asset management documentation and operational services, aiming to analyze merger impacts and execute necessary documentation updates. Ideal candidates will demonstrate strong analytical and project management skills within the asset management sector.

Qualifications

• Experience with market documentation and tax documentation is essential.
• Experience with outsourced operational services, specifically Custody and Transfer Agent services.
• Significant experience dealing with Outsourced Service Providers in Asset Management.

Responsibilities

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

Skills

Analytical Skills

Project Management

Communication

Collaboration

Tools

Standard IT tools

Job description

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Operations Specialist (Custody/TA services), peterborough

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Client:

Methods

Location:

peterborough, 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