Operations Specialist (Custody/TA services)

JR United Kingdom; Warrington; 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 consultancy role in Warrington. The successful candidate will be pivotal in analyzing the impact of mergers on account setups and managing the repapering of critical documents. This hybrid position offers the flexibility of remote work while fulfilling essential operational responsibilities.

Qualifications

• Experience with market and tax documentation is essential.
• Significant experience dealing with Outsourced Service Providers in Asset Management.
• Good understanding of Operations within an Asset Management Company.

Responsibilities

• Analyze impact of merger on account setup at Custody and Transfer Agent level.
• Prepare action plan for repapering relevant documents.
• Execute plan to have documentation fully repapered by end of 2025.

Skills

Market documentation

Tax documentation

Project Management

Collaboration

Communication

Tools

Standard IT tools

Job description

Social network you want to login/join with:

Operations Specialist (Custody/TA services), warrington, cheshire

col-narrow-left

Client:

Methods

Location:

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