Analyst, Product Transitions

Role overview

Work arrangement

• Hybrid model combining in-office and remote working days throughout the week.

What you will do

• Coordinate onboarding and relationship management for custodians, prime brokers, and trading counterparties, including KYC/AML, account openings, agreements, and operational setup.
• Liaise between internal stakeholders and external counterparties.
• Analyze operational and portfolio management requirements and coordinate new fund setup with internal teams.
• Attend product and operational meetings and update stakeholders on onboarding progress and counterparty developments.
• Use Smartsheet, SharePoint, and S&P Global Counterparty Manager for project tracking, reporting, and deliverables.
• Maintain onboarding tools, project plans, and documentation.

What you bring

• At least 3 years of experience in investment operations, finance, or banking.
• Investment product experience and knowledge of financial markets and funds are preferred.
• Collaborative approach, relationship-building ability, and clear written and verbal communication.
• Analytical problem-solving skills, sound decisions under pressure, and ability to manage multiple projects and deadlines.

Compensation

• Expected base salary range is $61,000–$92,000. The range depends on relevant experience, skills, qualifications, and internal equity; pay cadence is not specified.

What the company offers

• The company describes community and inclusion initiatives, flexibility, social events, volunteering, development budgets, paid study days, professional designation support, retirement savings, wellness credits, parental leave, and health benefits.