About The Position

This role is within the Asset & Wealth Management Operations - Client Services division in New York. The Analyst will contribute to product expansion initiatives by project managing fund launches and other fund change events for US domiciled funds. This involves working closely with various teams including Portfolio Management, Product Development, Operations, external vendors, and Federation teams to define product design, fund features, and establish support models. The role requires a strong understanding of the Asset Management Business and its investment products. Key responsibilities include managing the workflow for fund events like launches, terminations, and restructures, ensuring operational readiness for trading, and obtaining necessary identifiers. Post-launch, the Analyst will ensure the commercial viability, data accuracy, and timely data flow for new funds. Additionally, the role involves assisting with ad hoc projects such as technology initiatives, workflow scalability, control improvements, and reducing time to market. The ideal candidate will be proactive, curious, effective at risk management, and skilled at building relationships.

Requirements

  • Bachelor’s degree or equivalent, with relevant industry experience
  • 1-3 years of relevant experience in Asset Management and exposure to facilitating fund events
  • Must work well in a team but also exhibit strong leadership capabilities to help drive solutions to complex issues
  • Ability to make informed autonomous decisions whilst delivering multiple projects to tight deadlines
  • Attention to detail with the ability to see the bigger picture and manage competing priorities
  • Ability to develop strong relationships with key stakeholders and delegates across the organization
  • Strong organizational, business writing, communication and time management skills
  • Desire to continually learn and ability to manage multiple priorities

Nice To Haves

  • ETF experience preferred, though not required.

Responsibilities

  • Project managing fund launch and other fund change events for US domiciled funds.
  • Working closely with Portfolio Management, Product Development, Operations, external vendors, and Federation teams to agree product design expectations, fund features, and establishing support models.
  • Developing a strong understanding of the Asset Management Business and the investment products on offer.
  • Managing the fund event workflow utilizing in-house workflow tools.
  • Engaging in discussions to tackle ad hoc challenges to effectively meet design, portfolio manager and client needs.
  • Facilitating internal systems and external system setups.
  • Drafting and agreeing investment trade flows making sure all Operational systems are ready for trading.
  • Obtaining internal and external fund and share class identifiers.
  • Ensuring smooth running and effective risk management of new funds post launch by ensuring commercial operation and viability, up-to-date and accurate fund data maintenance, and accurate and timely data flow within internal systems and external partners.
  • Assisting in ad hoc projects including technology initiatives to uplift infrastructure, driving workflow scalability, improving controls and reducing time to market.

Benefits

  • Discretionary bonus
  • Valuable and competitive benefits and wellness offerings
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