Investor Services, Analyst

Responsibilities

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 financial advisors, US wirehouses, 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, Wellington US Registered Funds and Wellington Alternative Investments. This role will focus on clients invested within Wellington’s US registered interval and tender offer funds and the successful candidate will be the key point of contact for financial advisor clients.

The Fund Relationship Analyst will work as part of a team responsible for but not limited to: 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 such as Internal Wholesalers, Relationship Managers, Fund Services, Fund Reporting and the wider Funds Group team to ensure the client’s requirements are met.

Specific responsibilities include but not limited to:

Coordinate administrative aspects of onboarding/offboarding of fund investors

Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures

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.