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Operations specialist (market/tax documentation)

Slough
Methods
Operations specialist
Posted: 18 June
Offer description

Methods is looking for a junior consultant with experience in the completion of market account opening documentation and tax documentation for one of our clients, specialised in asset management.

Daily rate: £500-£550 Inside IR35

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.


Competencies

* Ability to collaborate/communicate at all levels.
* Project Management and ability to meet deadlines and prioritize
* Team spirit

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