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Client Transitions Analyst at Wellington Management Company - ApplyBlast

Client Transitions Analyst

Wellington Management Company

4 months ago

Boston, MA

Hybrid

Full Time

Senior

0 applicants

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About this role

A Client Transitions Analyst at Wellington Management supports operational aspects of client and fund transitions, including new mandate fundings and asset flows. The role involves managing operational risk, coordinating with custodian banks and internal teams, and ensuring timely execution of account set-ups and reconciliations.

Responsibilities

Coordinate client asset transitions and fund terminations responsibly
Orchestrate custodial and market openings and connectivity effectively
Initiate and approve account record set-ups for new portfolios
Manage asset-in-kind coordination and carving out for client flows
Reconcile trade execution files and conduct moratorium reviews

Skills

Qualifications

Bachelor's degreeCFA designation

About Wellington Management Company

wellington.com

Headquarters

Boston, Massachusetts, United States

Company Size

1001-5000 employees

Founded

1933

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Wellington Management is one of the world's leading independent asset management firms, founded in 1928 and headquartered in Boston with a global presence across major international and Asian financial centers. The firm manages over $1.3 trillion in client assets across equities, fixed income, multi-asset, alternatives, and private investing strategies. Wellington serves 3,000+ clients across 60+ countries, offering integrated investment capabilities grounded in deep multi-disciplinary research and a collaborative investment culture.