Client Transitions Analyst

Role Overview

The Client Transitions Analyst is a member of Global Operations, responsible for supporting the operational aspects of client and fund transitions, including new mandate fundings, terminations, and product/portfolio changes. The role involves working closely with various teams to ensure a consistent service model and mitigate risk during the client transition process.

What You Will Do

The Client Transitions Analyst will be responsible for ensuring timely and consistent delivery of account opening documentation, orchestrating custodial and market openings, and coordinating asset in-kind processing. They will also assist with transition manager asset-in-kind coordination, create model accounts for transitions, and reconcile external transition management trade execution files.

Why It Might Be a Fit

The ideal candidate will have a Bachelor's degree and 3-5 years of relevant investment industry experience. They should possess strong analytical and communication skills, be able to work independently and as part of a team, and have a high degree of business judgment.

Requirements

• Bachelor's degree
• 3-5 years of relevant investment industry experience
• Exposure to investment operations and risk management environment
• Advanced degrees, language skills, and/or progress towards the CFA designation
• Ability to work quickly and accurately under pressure
• Strong analytical and business judgment skills
• Strong written and verbal communication skills

Benefits

• Retirement plan
• Health and wellbeing coverage
• Dental, vision, and pharmacy coverage
• Health savings account
• Flexible spending accounts
• Commuter program
• Employee assistance program
• Life and disability insurance
• Adoption assistance
• Back-up childcare
• Tuition/CFA reimbursement
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
• Discretionary Corporate Bonus and/or Incentives
• Flexible work environment