Daley And Associates, LLC.
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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