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Role requirement

Vacancy type

Permanent

Sector

Investment Operations (Back Office)

Specialisim

Transfer Agency

Location

Edinburgh

Language skills

English

Job reference No.

16330

Salary

Competitive

Data Published

07/01/2026

Closing date

04/02/2026

Job Description:

Core-Asset Consulting is partnering with a well-established asset management firm to recruit an Operations Oversight & Control Team Leader. This role offers the opportunity to lead a specialist team responsible for the oversight and governance of outsourced Transfer Agency services. This role is based in Edinburgh.

Essential Skills/Experience:

  • Proven experience leading an operations or oversight team within asset management or funds.
  • Strong knowledge of Transfer Agency operations and outsourced operating models.
  • Good understanding of the UK regulatory environment, including CASS and complaints handling.
  • Experience overseeing AML and KYC processes.
  • Strong organisational and communication skills with a high attention to detail.

Core Responsibilities:

  • Lead and manage the Operations Oversight & Control team, supporting performance, development and delivery.
  • Provide oversight of outsourced Transfer Agency services
  • Oversee core operational activities including investor and fund flow reporting, Transfer Agency oversight, CASS governance, complaints oversight, regulatory reporting, and AML/KYC processes.
  • Act as the primary escalation point for operational issues
  • Maintain effective relationships with third-party administrators and service providers, monitoring
  • Support operational change, projects, and continuous improvement initiatives.
  • Ensure procedures, processes and control documentation remain current and effective.

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16330

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Contact

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T: 0131 264 0233 M: 07535 897 789
Rachael O'Neill Director, Investment Operations and Accounting & Finance

Originally from Ireland, Rachael has been an integral part of the Core-Asset Consulting team for eight years, bringing 20 years of recruitment experience from London and Edinburgh. With a background in Business Studies and an MA in PR & Communications, Rachael's unique blend of strategic insight and consultative communication adds valuable depth to our team and influences many of our client projects.

Specialising in executive search, financial services, and investment recruitment, Rachael supports clients across the UK and Ireland. She is a strong advocate for diversity, equity, and inclusion, mentoring young people through MCR Pathways and encouraging girls to pursue careers in finance and investment through her work with Future Asset. As Director and part of the senior management team, Rachael's passion for providing a truly consultative service, combined with her deep understanding of the financial services sector, has earned her a reputation as a trusted advisor in recruitment.

We put people before profit, service before sales and ethics above all.

Betsy Williamson Chief Executive Officer

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