Sr Client Operations Analyst

Wellington Management Company; London; Hybrid; GBP 65,000 - 85,000; Full time

Job summary

A leading investment management firm in London is seeking a Sr Client Operations Analyst to provide operational support and strategic solutions for clients. The ideal candidate will have over 5 years in the financial services sector, a strong grasp of capital market operations, and excellent communication skills. This role offers a hybrid work model with a focus on collaboration and process improvement.

Qualifications

• Minimum of 5 years of experience in the financial services industry.
• Solid understanding of capital market operations.
• Well-developed communication skills, both verbal and written.

Responsibilities

• Provide operational support and solutions to client teams.
• Work with both internal and external stakeholders.
• Support specific geographies and client types.

Skills

Experience in investment management

Interpersonal skills

Problem-solving skills

Organizational skills

Communication skills

Ability to thrive in fast-paced environment

Tools

Python

Alteryx

Power Automate

Job description

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Sr Client Operations Analyst

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

Based in EMEA, the Client Service Operations Analyst/Senior Client Service Operations Analyst will be part of the Client Service Operations (CSO) team. This role is within the larger 'Client Operations' group, which aims to foster a robust risk culture while enhancing our global support model to provide excellent service to both internal and external stakeholders. The CSO Analyst will act as a key contact for the Client Group, working closely with Global Operations, Trading, Portfolio Implementation, and the broader infrastructure platform to deliver best-in-class operational support and solutions.

This role involves collaborating with colleagues across the firm to enhance the client experience, whilst seeking opportunities to achieve scale via process optimization and to minimize operational risk. The analyst will also provide insights and guidance to leverage enterprise technology tools. The ideal candidate will have a strong sense of responsibility, teamwork, and enthusiasm for process improvement. The role includes various day-to-day tasks.

Responsibilities

• Provide operational support and solutions to client teams by analyzing and resolving complex issues and questions.
• Work with internal and external stakeholders, including clients, vendors, custodians, and global teams, to ensure smooth service delivery.
• Support specific geographies and client types (UCITS Funds, German KVG relationships, Sub advisory, and European insurance clients).
• Utilize regional expertise and language skills to support EMEA client regulatory expectations and market practices.
• Develop knowledge across investment strategies and market operations to serve clients effectively.
• Develop and implement operational solutions, policies, and procedures to deliver high-quality service, supporting new products and services.
• Identify and implement process improvements to enhance efficiency, quality, and scalability.

Skills / Experience

• Minimum of 5 years in the financial services industry, preferably in investment management, asset servicing, or custodian banking.
• Strong understanding of capital market operations and regulatory requirements.
• Excellent interpersonal, presentation, and communication skills, both verbal and written.
• Effective decision-making, problem-solving, and negotiation skills.
• Organized, self-motivated, and able to thrive in a fast-paced environment.
• Experience with productivity and low-code tools (e.g., Copilot, Power Automate, Python, High Gear, Alteryx) is advantageous.

Not sure if you meet all qualifications? We encourage you to apply if you believe you can excel in this role. We value diversity and consider a broad range of skills, experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures all qualified applicants receive equal consideration without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age, disability, and other protected characteristics. For accommodations, contact GMWTalentOperations@wellington.

Our employees work from offices 4 days a week with 1 day remote, supporting our mission to deliver investment excellence over the long term.

Job ID R92589