Client Transitions Analyst

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 t...

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