Wellington Management
Position: Lead or Senior Analyst – Client Operations & Transition, Japan
Location: Tokyo, Japan
Department: InvesTech APAC – Client Operations & Transition Services
Overview
We are seeking a Lead or Senior Analyst to join our Client Operations & Transition Services team in Tokyo. This function is part of the broader InvesTech APAC group, which provides world-class operations support and scalable, technology-driven solutions to investors and clients globally.
This role will involve managing a wide range of daily operational tasks and ad-hoc activities related to client servicing, trade support, account onboarding, and transitions. The successful candidate will play a key role in streamlining operational processes to align with global best practices while addressing local market requirements.
Key Responsibilities
Daily Operations
- Investment operations including trade execution support, FX transactions, derivatives processing, fund transfers, and corporate actions
- Trade reconciliation and exception resolution
- Processing of client cash flows (e.g., redemptions/contributions)
- Oversight of referential security data and pricing
- Support for and oversight of offshore teams, including training responsibilities
Ad-Hoc Activities
- Investor support: performance data, product support, and cash flow management
- Initiate and review new account setups, ensuring appropriate internal restrictions are applied
- Support for client transitions such as mandate launches, terminations, in-kind asset flows, and portfolio restructuring
- Manage onboarding documentation, coordinate with custodians, and ensure smooth market access
- Operational risk monitoring and mitigation
- Optimize and integrate offshore operational capabilities to enhance efficiency and scalability
Client & Internal Relationship Management
- Act as the local operations contact for both clients and internal stakeholders (Client Group, Investment Management, Trading, etc.)
- Develop strong relationships with trust and custodian banks to support operational efficiency and compliance with market standards
- Stay informed of internal resources and organizational structure to effectively support operational workflows
- Adapt to evolving team roles and contribute to defining best practices
Account Monitoring
- Monitor trade activity and resolve discrepancies through communication with clients, brokers, and banks
- Oversee daily overdraft positions and resolve cash imbalances
- Manage client cash flow requests and ensure timely execution
- Assist in cross-border fund operations, including cash flow, transfer, and transition support
- Collaborate with global teams to build and implement efficient, scalable processes
Client Onboarding & Account Management
- Manage account openings, closures, and restructurings in coordination with internal teams, clients, and custodians
- Maintain accurate internal system records for compliance and reporting
Qualifications & Skills
Required
- Bachelor’s degree with relevant experience in the financial industry, particularly in asset management or securities operations
- Strong understanding of investment operations including FX, derivatives, and fund transfers
- Knowledge of Japanese client channels and market practices (e.g., pensions, financial institutions, sub-advisory)
- Fluent in both Japanese and English (written and verbal communication)
Preferred
- Experience working with trust banks, custodians, or asset managers
- Prior experience in client service roles
- Strong analytical and problem-solving skills with a proactive mindset
- High attention to detail and ability to manage multiple tasks independently and across global teams
- Effective communicator and collaborative team player
- Project management experience, especially within global or regional initiatives
- Sound judgment, risk-awareness, and ability to prioritize under pressure
- Technologically adaptable and process-oriented with a drive for continuous improvement
- Comfortable working across time zones and with international stakeholders
Why Join Us?
At Wellington Management, you’ll join a team that thrives on collaboration, innovation, and a commitment to operational excellence. This is an opportunity to be part of a forward-thinking global firm while contributing to local client success.