Client Operations | New Accounts | Transitions Analyst
Boston, MA
Posted11/11/2025
Seeking an experienced Client Operations | New Accounts | Transitions Analyst to be responsible for supporting the operational aspects of client and fund transitions, including new mandate fundings, account openings, terminations, asset-in-kind transfers, and product or portfolio changes. This role places strong emphasis on operational risk management, process integrity, and ensuring seamless client onboarding and transition experiences.
The Analyst will work closely with the Client Integration Manager, Client Group teams, Wellington Funds Group, and other functional areas across the firm to deliver a consistent, well-coordinated service model that minimizes risk and disruption during transition events.
QUALIFICATIONS
Bachelor’s degree required; advanced degree or progress toward CFA designation is a plus. 3-5 years of relevant experience in the investment management industry, with exposure to client operations, onboarding, or transitions.
Strong understanding of investment operations, risk management practices, and custody or fund accounting processes.
Exceptional analytical, problem-solving, and organizational skills with the ability to manage multiple priorities under tight deadlines. Excellent verbal and written communication skills; able to interface effectively with both internal stakeholders and external partners.
High degree of accuracy, attention to detail, and commitment to maintaining a strong control environment.
Proficiency in Microsoft Office Suite; familiarity with industry platforms and data systems preferred.
This role will sit ONSITE in either Boston, MA or New York, NY
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