Fund Relationship Analyst
About The Position
The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first-class client service to clients who invest in Wellington’s sponsored funds. These clients represent endowment, foundation, family office, corporate, and public funds relationships invested in commingled pools including Wellington Managed Funds – US, Wellington Trust Company NA, Wellington Management Funds - Global, and Wellington Alternative Investments. This role will focus on clients invested within Wellington Alternatives Investment Funds (Hedge and Privates). The Fund Relationship Analyst will work as part of a team responsible for but not limited to: act as a central point of contact to facilitate and coordinate communication between the Client Group and the Funds Group, coordination of client account openings and closings, client reporting requirements with the fund reporting team, responsible for protecting the validity and accuracy of the client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Funds Relationship Analyst is expected to partner closely with other parts of the business to ensure the client’s requirements are met.
Requirements
- Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations
- Strong relationship building and collaboration skills and the curiosity to learn
- Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients
- Strong communication and presentation skills
- Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills
- A college degree is required
Nice To Haves
- IT skills such as python coding or SQL are an advantage
Responsibilities
- Coordinate administrative aspects of onboarding/offboarding of fund investors
- Contribute to fund investor specific projects, including system enhancements and process improvements
- Oversee coordination of fund-related queries (e.g., dealing dates, tax, reporting, statements)
- Communicate fund-related information to investors
- Provide support to fund investors for client portal access, password resets etc.
- Support fund documentation changes
- Complete recurring tasks such as operational due diligence questionnaires and requests for information
- Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- pharmacy coverage
- health savings account
- flexible spending accounts
- commuter program
- employee assistance program
- life and disability insurance
- adoption assistance
- back-up childcare
- tuition/CFA reimbursement
- paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
