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Operations Specialist (Custody/TA services), bath
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Client:
Methods
Location:
bath, 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 2 days 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 setup of our accounts at Custody and Transfer Agent level.
* Prepare an action plan based on the analysis to update relevant documents (e.g., tax documentation, account opening forms).
* Execute the plan to ensure all documentation is fully updated by the end of 2025.
Experience:
* Experience with market documentation and tax documentation is essential.
* Experience with counterparties in an outsourced operational services model, particularly Custody and Transfer Agent services.
* Significant experience dealing with Outsourced Service Providers in Asset Management.
* Product experience is beneficial.
Knowledge and Skills:
* Good understanding of operations within Asset Management, specifically TA services and Custodial Services.
* Proficiency with standard IT tools.
* Strong communication and collaboration skills across all levels.
* Project management skills, with ability to meet deadlines and prioritize tasks.
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