Client Transitions Analyst
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Job Location:
Boston, NH - USA
Monthly Salary:
$ 65000 - 150000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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
Position
The Client Transitions Analysts (CTA) are members of Global Operations and are responsible for supporting the operational aspects of various client and fund transitions including new mandate fundings terminations all asset-in-kind flows and product/portfolio changes with an emphasis on operational risk management and control environment. The CTA will work closely with the Client Integration Manager Client Group teams Wellington Funds Group and other functional areas of the firm to ensure a consistent service model in transitioning client assets and to mitigate risk during the client transition process. A substantial amount of time will be devoted to both internal co-ordination and external communication - dealing with custodian banks third party accounting agents outsourcing providers vendors and transition managers. Within the firm the analyst will work closely with other teams across the firm to ensure a well-executed and risk managed transition event.
To this end the CTA is responsible for:
Ensuring the timely and consistent delivery of account opening documentation for new client accounts; orchestrating custodial and market openings and connectivity both internally and externally as well as coordinating the execution of asset in-kind processing
Initiating account record set-up for new accounts and/or portfolios; reviewing and approving new account set-ups; facilitating proper use of internal trade restriction flags
Providing assistance and training to colleagues as well as acting as global expert for account record set-ups; updating process and control checklists
Assisting with transition manager asset-in-kind coordination and asset carve out for client flows including: creating a representative account or reviewing client accounts reviewing asset lists for transferability facilitating internal reviews and sign-offs
Working with Investors to create model accounts for transitions including: account set-up legacy portfolio review asset set-up pricing and loading legacy assets
Coordinating the reconciliation moratorium review and loading of external transition management trade execution files for new or existing accounts
Profile
The Client Transitions Analyst is required to have a Bachelors degree with three to five years relevant investment industry experience. Exposure to investment operations and risk management environment would be preferred. Advanced degrees language skills and/or progress towards the CFA designation are viewed favorably. The candidate must be able to work quickly and accurately under pressure possess a high degree of analytical ability and sound business judgment. He or she must be able to resolve complex operational issues and possess strong written and verbal communication skills. The CTA is required to work independently as well as contribute to a cohesive team atmosphere both globally and in Boston or New York.
Not sure you meet 100% of our qualifications Thats ok. If you believe that you could excel in this role we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill workplace experiences and backgrounds.
As an equal opportunity employer Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race color sex sexual orientation gender identity gender expression religion creed national origin age ancestry disability (physical or mental) medical condition citizenship marital status pregnancy veteran or military status genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability or are assisting a candidate with a disability and require an accommodation to apply for one of our jobs please email us at .
At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary variable compensation and benefits. The base salary range for this position is:
USD 65000 - 150000This range takes into account the wide range of factors that are considered when making compensation decisions including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salaryis only one component of Wellingtons total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives if eligible. In addition we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan health and wellbeing dental vision and pharmacy coverage health savings account flexible spending accounts and commuter program employee assistance program life and disability insurance adoption assistance back-up childcare tuition/CFA reimbursement and paid time off (leave of absencepaid holidays volunteer sick and vacation time)
We believe that in person interactions inspire and energize our community and are essential to our support of this commitment our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clien ... View more
