Client Transition Analyst — Remote/Hybrid Operations

Wellington Management; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global investment firm is seeking a Client Transition Analyst in London. The role involves supporting client transitions, ensuring compliance, and managing operational risks effectively. Responsibilities include coordinating account setups, executing asset transfers, and liaising with various teams to deliver seamless service. Ideal candidates should possess strong analytical skills, extensive knowledge of investment operations, and experience with risk management. Proficiency in Microsoft Suite and excellent communication skills are essential.

Benefits

Flexible working arrangements

Equal opportunity employment practices

Qualifications

• Broad knowledge of investment process, custody, fund operations, and securities.
• Excellent organizational and planning skills to handle multiple tasks.
• High degree of analytical ability and business judgment.
• Experience in risk management within investment operations preferred.
• Proficiency in Microsoft Suite is necessary.

Responsibilities

• Ensure timely delivery of account opening documentation.
• Execute asset transfers during portfolio rebalances.
• Initiate and maintain account records for new and existing accounts.
• Coordinate fund launches and closures.
• Provide assistance and training to colleagues.

Skills

Investment process knowledge

Analytical ability

Organizational skills

Project planning skills

Communication skills

Education

Advanced degree or industry qualifications

Tools

Microsoft Suite

Job description

A global investment firm is seeking a Client Transition Analyst in London. The role involves supporting client transitions, ensuring compliance, and managing operational risks effectively. Responsibilities include coordinating account setups, executing asset transfers, and liaising with various teams to deliver seamless service. Ideal candidates should possess strong analytical skills, extensive knowledge of investment operations, and experience with risk management. Proficiency in Microsoft Suite and excellent communication skills are essential.