Investor Services Analyst
Wellington Management
Boston, MA
Full-Time
Competitive
RemoteAssociate
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.
TheRelationship team within theFunds Groupcontributes to Wellington Management’s mission by deliveringfirst-classclient serviceto clientswho invest inWellington’ssponsoredfunds.Theseclients representfinancial 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 ManagementFunds - Global,WellingtonUS RegisteredFundsand Wellington Alternative Investments.This role will focuson clientsinvestedwithinWellington’sUSregisteredinterval and tender offerfundsandthe successful candidatewill be the key point of contact for financial advisorclients.
TheInvestor ServicesAnalystwillwork as part of a teamresponsible for butnot limitedto:coordination of clientaccount openings andclosings, client reporting requirementswiththefund reporting team,responsible for protecting the validity and accuracy of theclientdata,RFIs,cash flows, capital calls, distributionsandotherdirectclient interactionsonservicingitems. To accomplish theseresponsibilities, theInvestor ServicesAnalystis expected topartner closelywith otherparts of the businesssuch as Internal Wholesalers, Relationship Managers, FundServices, FundReportingand the wider Funds Groupteamto ensure the client’srequirements aremet.
Specific responsibilities includebut not limited to:
Coordinate administrative aspects of onboarding/offboarding of fund investors
Coordinate new deliverables viathe delivery management platform and/orwith Fund Reportingteamincluding documentation of procedures
Complete recurring tasks such asoperational due diligence questionnaires andrequests for information
Oversee coordination of fund-related queriesfrom clients, adhering to strict SLAs
Communicate fund-related information to investors
Provide support to fund investors for client portal access, password resets etc.
Supportfund documentation changes
Contribute to fund investor specific projects, including system enhancements and process improvements
Qualifications/Attributes
Theideal candidate for therolewill have:
Minimumof 3-5yearsexperienceinthe investment management industry,in areas ofclient serviceoroperations, with experience with US Registered/40 Actinterval and tender offer funds
Strong relationship building and collaboration skillsand thecuriosityto learn
Ability to cope under pressure within a high volume environment
Sound business judgementandthe ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creativelyto solve business problems for clients
Strong communication and presentation skills
Project management skills, influencing,team-orientation,consensusbuilding,and strongquantitative, written and verbal communication skills
IT skillssuch as python coding or SQL are an advantage
Acollegedegree 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.
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. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
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 - 150,000This 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 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/CFAreimbursement 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.