Daley And Associates, LLC.
Senior Client Implementation Analyst - Investment Products - 2678...
Daley And Associates, LLC. - Boston, Massachusetts, us, 02298
Work at Daley And Associates, LLC.
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Senior Client Implementation Analyst - Investment Products - 26782Senior Client Implementation Analyst - Investment Products - 26782 6 days ago Be among the first 25 applicants
Senior Client Implementation Analyst- Investment Products - Boston, MA
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
We are seeking candidates for an experienced and highly organized Senior Client Implementation Analyst - Investment Products to join a highly successful financial services firm located in Boston, MA. This position will lead the successful execution of complex client and product events across global regions. This role plays a critical part in managing transitions for separate accounts and commingled funds, new product launches, mandate changes, and fund liquidations, while ensuring alignment with internal processes and client objectives. You will collaborate closely with relationship managers, investment teams, and operational stakeholders to drive high-quality outcomes and enhance the overall client experience. The ideal candidate will have 7-10+ years of experience in investment management, with demonstrated expertise in operations, transitions, and product events.
This is a 12+ month contract position that will pay $40-42/hr (depending on experience) within a 40-hour work week.
This position is required to be onsite 3 days per week in their Boston office.
Responsibilities:
Oversee the planning and execution of key client and product events, including: Separate account and commingled fund funding Mandate and custodial changes ETF, mutual fund, and commingled product launches Fund liquidations, terminations, and in-kind transactions Coordinate cross-functional teams globally to ensure timely, accurate event execution. Evaluate complexity and risks, ensuring all internal protocols and compliance standards are met. Serve as a central point of contact for internal stakeholders to ensure strategic alignment and efficient delivery. Own the investment-side implementation process alongside portfolio management teams. Contribute to firm-wide projects and process improvements to enhance service delivery and operational efficiency. Review contracts and agreements for alignment with business and regulatory standards.
Qualifications:
Bachelor’s degree required; CFA, MBA, or equivalent experience preferred. 7-10+ years of experience in investment management, with demonstrated expertise in operations, transitions, and product events. Proven ability to manage complex, multi-stakeholder initiatives across geographies. Deep knowledge of investment products, structures, and industry regulations. Strong project management and organizational skills; able to manage multiple priorities under tight timelines. Excellent communication and relationship-building skills. Adept at driving consensus and making decisions in high-stakes situations. Strategic thinker with strong analytical and problem-solving capabilities. Collaborative mindset with a commitment to continuous improvement.
If interested, please email Olivia Civiello at ociviello@daleyaa.com
IND123
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeContract Job function
Job functionInformation Technology IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Daley And Associates, LLC. by 2x Get notified about new Senior Implementation Analyst jobs in
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Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
We are seeking candidates for an experienced and highly organized Senior Client Implementation Analyst - Investment Products to join a highly successful financial services firm located in Boston, MA. This position will lead the successful execution of complex client and product events across global regions. This role plays a critical part in managing transitions for separate accounts and commingled funds, new product launches, mandate changes, and fund liquidations, while ensuring alignment with internal processes and client objectives. You will collaborate closely with relationship managers, investment teams, and operational stakeholders to drive high-quality outcomes and enhance the overall client experience. The ideal candidate will have 7-10+ years of experience in investment management, with demonstrated expertise in operations, transitions, and product events.
This is a 12+ month contract position that will pay $40-42/hr (depending on experience) within a 40-hour work week.
This position is required to be onsite 3 days per week in their Boston office.
Responsibilities:
Oversee the planning and execution of key client and product events, including: Separate account and commingled fund funding Mandate and custodial changes ETF, mutual fund, and commingled product launches Fund liquidations, terminations, and in-kind transactions Coordinate cross-functional teams globally to ensure timely, accurate event execution. Evaluate complexity and risks, ensuring all internal protocols and compliance standards are met. Serve as a central point of contact for internal stakeholders to ensure strategic alignment and efficient delivery. Own the investment-side implementation process alongside portfolio management teams. Contribute to firm-wide projects and process improvements to enhance service delivery and operational efficiency. Review contracts and agreements for alignment with business and regulatory standards.
Qualifications:
Bachelor’s degree required; CFA, MBA, or equivalent experience preferred. 7-10+ years of experience in investment management, with demonstrated expertise in operations, transitions, and product events. Proven ability to manage complex, multi-stakeholder initiatives across geographies. Deep knowledge of investment products, structures, and industry regulations. Strong project management and organizational skills; able to manage multiple priorities under tight timelines. Excellent communication and relationship-building skills. Adept at driving consensus and making decisions in high-stakes situations. Strategic thinker with strong analytical and problem-solving capabilities. Collaborative mindset with a commitment to continuous improvement.
If interested, please email Olivia Civiello at ociviello@daleyaa.com
IND123
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeContract Job function
Job functionInformation Technology IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Daley And Associates, LLC. by 2x Get notified about new Senior Implementation Analyst jobs in
Boston, MA . Business Analyst, Operational Excellence and Analytics Boston, MA $132,288.00-$191,082.67 1 month ago Framingham, MA $120,000.00-$140,000.00 3 weeks ago Business Analyst I, OpsTech Central ServicesBusiness Analyst, Software ImplementationsSr. Business Analyst - Requirements WritingHealthcare Business Analyst (2–4 Years Experience) Greater Boston $60,000.00-$80,000.00 2 days ago North Reading, MA $26.00-$29.00 3 days ago Boston, MA $102,890.67-$139,637.34 1 month ago Boston, MA $120,000.00-$130,000.00 2 weeks ago Senior GxP Business Analyst/Project ManagerSystems Business Analyst - Slalom Flex (Project Based) Boston, MA $90,000.00-$100,000.00 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr