Wellington Management

Fund Relationship Analyst

Wellington Management$80K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 2 years of experience in client service or operations within the investment management industry
  • Strong relationship-building and collaboration skills
  • Sound business judgment with the ability to synthesize complex issues
  • Effective communication and presentation skills
  • Project management capabilities and strong quantitative skills
  • Proficiency in IT skills like Python or SQL is a plus
  • Bachelor's degree required

Responsibilities

  • Serve as the main contact to facilitate communication between Client and Funds Groups
  • Coordinate account openings and closings for fund investors
  • Manage fund-related queries such as reporting and statements
  • Communicate essential fund information to investors
  • Assist fund investors with client portal access and technical issues
  • Support documentation changes and updates for funds
  • Handle recurring operational tasks like due diligence questionnaires

Benefits

  • Comprehensive health, dental, vision, and pharmacy coverage
  • 401(k) retirement plan and wellness programs
  • Flexible work environment with remote work options
  • Life insurance and disability coverage
  • Tuition and CFA reimbursement programs
  • Paid time off including holidays and volunteer days
  • Childcare assistance and employee assistance programs
Full Job Description
About the Role Responsibilities TheRelationship team within theFunds Groupcontributes to Wellington Management’s mission by deliveringfirst-classclient service to clientswho invest inWellington’ssponsoredfunds.Theseclientsrepresentendowment, foundation, family office, corporate, and public funds relationships invested in commingled pools including Wellington Managed Funds – US, Wellington Trust Company NA,Wellington ManagementFunds - Global, and Wellington Alternative Investments. This role will focus onclientsinvested 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.   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  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  Qualifications/Attributes  The ideal candidate for the role will have:  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  IT skills such as python coding or SQL are an advantage  A college degree is required  Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salaryis only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.  Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

About Wellington Management

Wellington Management is a global investment management firm that provides services to institutional clients, including pension funds, endowments, and foundations. The company was founded in 1928 and is headquartered in Boston, Massachusetts. Wellington Management offers a range of investment strategies, including equity, fixed income, and alternative investments. The company has offices in North America, Europe, Asia, and Australia, and manages over $1 trillion in assets. Wellington Management is known for its research-driven approach to investing and its commitment to responsible investing.
Learn more about Wellington Management
Size
2,500 employees
Industry

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