Fund Relationship Analyst

Wellington Management•Boston, MA

16d•Hybrid

About The Position

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role Responsibilities The investor services 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 Trust Company, NA, Wellington Management Funds - Global, and Wellington Alternative Investments. This role will focus on clients invested with Wellington Trust Company, NA. 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 sales team and the Funds Group, coordination of client account openings and closings, client reporting requirements with fund reporting team, responsible for protecting the validity and accuracy of the client data, RFIs, cash flows, and other direct client interactions on servicing items. To accomplish these responsibilities, the Fund Relationship Analyst is expected to partner closely with other parts of the business to ensure the client’s requirements are met. Specific responsibilities may include: Coordinate administrative aspects of onboarding/offboarding of fund investors Contribute to fund investor specific projects, including system enhancements and process improvements Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures Oversee coordination of fund-related queries (e.g., tax, reporting, statements/performance) Communicate fund-related information to investors Provide support to fund investors for client portal access, password resets etc. Complete recurring tasks such as operational due diligence questionnaires and requests for information Oversee recurring deliverables with regards to fund data management oversight

Requirements

Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations.
Excellent interpersonal and teamwork skills, with a focus on fostering productive partnerships.
A strong desire to learn and grow, a self-motivated and proactive approach to work, and the ability to apply new knowledge effectively across a wide range of situations and challenges.
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 verbal and written communication skills with ability to communicate complex concepts clearly to both internal audiences and clients.
Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills.
A college degree is required.

Nice To Haves

Experience demonstrating thought leadership, such as sharing innovative ideas, influencing strategy, or inspiring others, is a plus.

Responsibilities

Coordinate administrative aspects of onboarding/offboarding of fund investors
Contribute to fund investor specific projects, including system enhancements and process improvements
Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
Oversee coordination of fund-related queries (e.g., tax, reporting, statements/performance)
Communicate fund-related information to investors
Provide support to fund investors for client portal access, password resets etc.
Complete recurring tasks such as operational due diligence questionnaires and requests for information
Oversee recurring deliverables with regards to fund data management oversight

Benefits

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts and 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)