Client Transitions Analyst — Global Operations (Hybrid/Remote)

Wellington Management Company; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

Flexible work environment

Tuition/CFA reimbursement

Job summary

Wellington Management Company in Boston is seeking a Client Transitions Analyst to support various client and fund transitions, focusing on operational risk management. You will work closely with internal teams and external partners to mitigate risks during transitions.

The ideal candidate will have a Bachelor’s degree and 3-5 years of relevant investment industry experience. Responsibilities include coordinating documentation for new client accounts and assisting with asset-in-kind processing.

Qualifications

• 3-5 years of relevant investment industry experience.
• Exposure to investment operations and risk management preferred.
• Must work independently and in a team.

Responsibilities

• Ensure timely delivery of account opening documentation.
• Coordinate asset-in-kind processing.
• Assist with transition manager coordination.

Skills

Investment industry experience

Analytical ability

Communication skills

Problem-solving

Education

Bachelor’s degree

Job description

Wellington Management Company in Boston is seeking a Client Transitions Analyst to support various client and fund transitions, focusing on operational risk management. You will work closely with internal teams and external partners to mitigate risks during transitions.

The ideal candidate will have a Bachelor’s degree and 3-5 years of relevant investment industry experience. Responsibilities include coordinating documentation for new client accounts and assisting with asset-in-kind processing.