Client Transitions Analyst
Wellington ManagementBoston, Massachusetts, United States • New York, New York, United States
Posted October 16, 2025
65000 - 150000 USD year
Full Time
About the Company
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets.
Job Description
Client Transitions Analyst is responsible for supporting the operational aspects of client and fund transitions, including new mandate fundings, terminations, and asset-in-kind flows. The role requires a Bachelor's degree and 3-5 years of relevant investment industry experience.
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
- 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)