Client Transitions Analyst

Join to apply for the Client Transitions Analyst role at Wellington Management. 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 The Client Transition Analyst (“CTA”) is a member of the Client Transition Services Group (CTS) and supports operational aspects of various client transition events including new mandate fundings, terminations, asset‑in‑kind flows, and product/portfolio changes. The role emphasizes operational risk management and control environment. The CTA works closely with global relationship teams, investment teams, and other operational functional areas to ensure consistent service models in transitioning client assets and mitigating risk during the transition process. A substantial amount of time is devoted to external communication with custodian banks, internal investment teams, third‑party accounting agents, outsourcing providers, vendors, transition managers, and clients. Responsibilities Ensure timely and consistent delivery of account opening documentation for new client accounts, orchestrate custodial and market openings, and coordinate asset in‑kind processing. Execute investor‑driven asset transfers (securities and cash) during benchmark and periodic portfolio rebalances and implement account restructures required by investment teams. Initiate account record set‑up for new accounts and/or portfolios and maintain existing account records; review and approve new account set‑ups and facilitate proper use of internal trade restriction flags for institutional clients. Coordinate fund launches, closures, share‑class launches, and related transition events for Wellington’s fund range. Provide assistance and training to colleagues, act as global expert for account set‑ups, and update process and control checklists. Liaise with Transition Managers and legacy investment managers; coordinate reconciliation of external transition trade execution files for new or existing accounts. Serve as a thought partner to Client Integration Managers, Portfolio Manager/Coordinator, and Trading in developing and implementing client transition strategies. Coordinate with Portfolio Management, Trading, and Investment personnel to facilitate transition events pre‑ and post‑event as well as adjust cash and asset transactions related to portfolio rebalances. Monitor and process daily cash flows and confirm cash flow transactions with custodian banks. Maintain awareness of industry, custodian, and regulatory change; develop understanding of different jurisdictions and client requirements. Liaise with the Cash Flow Team to coordinate client flow activity and support documentation and best practices. Qualifications Broad and proven knowledge of the investment process, custody, fund operations, transfer agency functions, and securities knowledge including derivatives. Excellent organizational, project planning, and execution skills with ability to prioritize and handle multi‑tasks under time constraints. Strong analytical ability, business judgment, and risk awareness, with capacity to synthesize complex issues and balance competing objectives. Preferred exposure to investment or financial services operations in a risk‑management environment. Proficiency with Microsoft Office Suite. Excellent communication skills and proven service delivery. Interest or desire to acquire applicable industry qualifications or an advanced degree preferred. Not sure you meet 100% of our qualifications? That’s 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. We believe that in‑person interactions inspire and energize our community and are essential to our culture. In 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. Equal Opportunity Employer 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 GMWTalentOperations@wellington.com. #J-18808-Ljbffr