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.
TITLE: Client Transitions Analyst
TEAM: Client Operations APAC
LOCATION: <Singapore or HK>
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Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
JOB OVERVIEW
The Client Transitions Analyst (“CTA”) is a member of the APAC Client Operations team, part of the broader Global Operations group. The role supports the execution of client transition events.
The CTA supports the operational execution of new mandate fundings, terminations, asset‑in‑kind flows, and product or portfolio changes, with a strong focus on operational risk management and control. The role works closely with Client Group teams, Client Integration Managers, Investment Services, Technology, and other functional partners to deliver a consistent and well‑controlled transition experience. This includes acting as an operational liaison across internal teams and coordinating extensively with external parties such as custodian banks, third‑party administrators, outsourcing providers, vendors, and transition managers. A significant portion of the role involves cross‑functional coordination and communication to ensure transition events are executed accurately, on time, and in line with the firm’s risk framework.
The role is inherently cross‑functional and varied, requiring strong ownership, attention to detail, and the ability to manage multiple workstreams simultaneously. The ideal candidate demonstrates sound judgment, a collaborative mindset, and a practical approach to improving complex operational processes.
RESPONSIBILITIES
QUALIFICATIONS
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.
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.
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.