Fund Relationship Analyst

Fund Relationship Analyst

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

Qualifications / Attributes

The ideal candidate for the role will have :

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.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law.

Base salary is 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).