Investor Services Analyst

About the role

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.

Responsibilities

• 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
• Complete recurring tasks such as operational due diligence questionnaires and requests for information
• Oversee coordination of fund-related queries from clients, adhering to strict SLAs
• Communicate fund-related information to investors
• Support fund investors for client portal access, password resets etc.
• Contribute to fund documentation changes
• Contribute to fund investor specific projects, including system enhancements and process improvements

Qualifications/Attributes

• Minimum of 3-5 years experience in the investment management industry, in areas of client service or operations, with experience with US Registered/40 Act interval and tender offer funds
• Strong relationship building and collaboration skills and the curiosity to learn
• Ability to cope under pressure within a high volume environment
• 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