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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