Operations Specialist (Custody/TA services)

JR United Kingdom; Wakefield; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

A leading consultancy is seeking an Operations Specialist in Wakefield for a 5.5-month hybrid role focusing on asset management operations. The position involves analysing merger impacts, preparing necessary documentation, and executing the action plans in collaboration with outsourced service providers.

Qualifications

• Experience in market and tax documentation is essential.
• Knowledge of Custody and Transfer Agent services highly beneficial.
• Significant involvement with Outsourced Service Providers in Asset Management.

Responsibilities

• Analyse the impact of the merger on account setups.
• Prepare action plans to repaper relevant documents.
• Execute documentation plans to ensure completion by end of 2025.

Skills

Analysis

Collaboration

Project Management

Communication

Tools

Standard IT tools

Job description

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Operations Specialist (Custody/TA services), wakefield

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Client:

Methods

Location:

wakefield, 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