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Operations Specialist (Custody/TA services), stockport
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Client:
Methods
Location:
stockport, 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
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