wellington
Investor Services Analyst
At a Glance
- Location
- Boston, Massachusetts, United States
- Employment
- Full time
- Experience
- 3–5 years
- Posted
- 2026-06-15
Key Requirements
Required Skills
Certifications
- CFA
Domain Knowledge
- Education
- Insurance
- Medical
Requirements
esponsible for protecting the validity and accuracy of the
, capital calls, distributions
interval and tender offer funds
Ability to cope under pressure within a high volume environment
ound business judgement
to solve business problems for clients
Responsibilities
ontributes to Wellington Management’s mission by delivering
financial advisors, US wirehouses,
endowment, foundation, family office, corporate, and public funds relationships invested in commingled pools including Wellington Managed Funds – US,
coordination of client
, client reporting requirement
esponsible for protecting the validity and accuracy of the
About the Company
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.