Client Transitions Analyst

Role Overview

The Client Transitions Analyst will support the operational aspects of client and fund transitions, working closely with various teams to ensure a consistent service model and mitigate risk. The role involves internal coordination, external communication, and collaboration with custodian banks, third-party accounting agents, and other vendors.

What You Will Do

The CTA 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 and create model accounts for transitions.

Why It Might Be a Fit

The ideal candidate will have a strong analytical ability, sound business judgment, and excellent written and verbal communication skills. They will be able to work quickly and accurately under pressure and possess a high degree of independence and teamwork skills.

Requirements

• Bachelor's degree with 3-5 years 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
• High degree of analytical ability and sound business judgment
• Strong written and verbal communication skills

Benefits

• Retirement plan
• Health and wellbeing
• Dental
• Vision
• 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