Client Transitions Analyst

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.

The Client Transitions Analyst (CTA) is a member of Global Operations 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 works 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 coordination and external communication; dealing with custodian banks, third‑party accounting agents, outsourcing providers, vendors and transition managers. Within the firm, the analyst works closely with other teams across the firm to ensure a well‑executed and risk‑managed transition event.

• Ensure the timely and consistent delivery of account opening documentation for new client accounts; orchestrate custodial and market openings and connectivity both internally and externally as well as coordinate the execution of asset‑in‑kind processing.
• Initiate account record set‑up for new accounts and/or portfolios; review and approve new account set‑ups; facilitate proper use of internal trade restriction flags.
• Provide assistance and training to colleagues as well as act as global expert for account record set‑ups; update process and control checklists.
• Assist with transition manager asset‑in‑kind coordination and asset carve‑out for client flows, including creating a representative account or reviewing client accounts, reviewing asset lists for transferability, facilitating internal reviews and sign‑offs.
• Work with investors to create model accounts for transitions, including account set‑up, legacy portfolio review, asset set‑up, pricing and loading legacy assets.
• Coordinate the reconciliation, moratorium review and loading of external transition management trade execution files for new or existing accounts.

• Bachelor’s degree with 3‑5 years relevant investment industry experience.
• Exposure to investment operations and risk management environment preferred.
• Advanced degrees, language skills, and/or progress toward the CFA designation viewed favorably.
• Ability to work quickly and accurately under pressure, with a high degree of analytical ability and sound business judgment.
• Strong written and verbal communication skills for resolving complex operational issues.
• Ability to work independently as well as contribute to a cohesive team atmosphere both globally and in Boston or Needham.

We are dedicated to building and maintaining a diversified workforce and welcome a broad array of candidates with diverse skillsets and experiences.

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, 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 GMWTa

Base salary range: USD 80,000 – 150,000. This range reflects factors such as skill sets, role, experience, certifications, and…