Operations Specialist (Custody/TA services)

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

Job summary

A leading company in asset management is seeking an Operations Specialist for a hybrid position in Wolverhampton. The consultant will play a crucial role in analyzing a merger's impact on accounts and preparing necessary documentation for compliance. This 5.5-month interim role requires substantial experience in Custody and Transfer Agent services.

Qualifications

• Significant experience with market and tax documentation.
• Experience with Custody and Transfer Agent services.
• Experience in dealing with Outsourced Service Providers in Asset Management.

Responsibilities

• Analyze impact of merger on account setup at Custody and Transfer Agent level.
• Prepare action plan for documentation repapering.
• Execute plan to ensure required documentation is finalized by end of 2025.

Skills

Project Management

Communication

Collaboration

Job description

Social network you want to login/join with:

Operations Specialist (Custody/TA services), wolverhampton

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