Analyst, Product Transitions

Role overview

Responsibilities

• Coordinate onboarding and relationship management for custodians, prime brokers, and trading counterparties, including KYC/AML, account opening, agreements, and operational setup.
• Serve as the primary liaison between internal stakeholders and external counterparties.
• Analyze operational and portfolio management requirements and work with internal teams to establish new funds.
• Provide onboarding progress and counterparty updates in product and operational meetings.
• Use Smartsheet, SharePoint, and S&P Global Counterparty Manager for tracking, reporting, and deliverable coordination.
• Maintain onboarding tools, project plans, and documentation.

What you bring

• At least three years of experience in investment operations, finance, or banking.
• Experience with investment products and knowledge of financial markets and funds are preferred.
• Collaborative approach, stakeholder relationship-building, and clear written and verbal communication.
• Confidence expressing opinions and making decisions; analytical, creative problem-solving and sound judgment under pressure.
• Ability to manage multiple projects and deliverables, set priorities, meet deadlines, and maintain attention to detail.

Salary

• Expected base salary range is $61,000–$92,000; actual starting salary depends on relevant experience, skills, qualifications, and internal equity.

Benefits

• Offerings include learning budgets, paid study days, support for professional designations, retirement savings support, wellness credits, parental leave, and health benefits.