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Daley And Associates, LLC.

Senior Client Implementation Analyst - 26802

Daley And Associates, LLC., Boston

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Senior Client Implementation Analyst - 26802

We are seeking a Senior Client Implementation Analyst at a global asset management firm located in Downtown Boston, MA, 02109. The ideal candidate will have over 6 years of experience in investment operations and client onboarding.

This is a temporary 12-month role, offering up to $42.00 per hour, based on experience, with a 40-hour workweek. The position requires on-site presence 3 days per week.

PRIMARY RESPONSIBILITIES:

  • Lead planning, coordination, and execution of client and product services, including:
  • Client funding for separate accounts and commingled funds
  • Launching ETFs, Mutual Funds, Seed Funds, and other commingled products
  • Client and fund liquidations and terminations
  • Custodian and recordkeeper changes
  • Contractual review
  • Understanding complex fund structures
  • Collaborate with internal stakeholders for planning and execution

JOB REQUIREMENTS:

  • Bachelor’s Degree required
  • 6+ years of experience in investment operations and client onboarding
  • Deep understanding of complex investment issues, processes, vehicles, and client events
  • Strong project management skills
  • Excellent interpersonal, time management, and multitasking abilities under time constraints
  • Ability to build and maintain professional relationships
  • Strong written, verbal, and presentation skills

Interested and qualified candidates are encouraged to email their updated resume in Word format to for immediate consideration.

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