Fund Relationship Analyst

About the role

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.

Responsibilities

• Speci fic responsibilities may include:
• Coordinate administrative aspects of onboarding/offboarding of fund investors
• Contribute to fund investor specific projects, including system enhancements and process improvements
• Oversee coordination of fund-related queries (e.g . , dealing dates, tax, reporting , statements )
• Communicate fund-related information to investors
• Provide support to fund investors for client portal access, password resets etc .
• Support fund documentation changes
• Complete recurring tasks such as operational due diligence questionnaires and requests for information
• Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedure s
• Q ualifications /Attributes
• The ideal candidate for the role will have :
• M inimum 2 years of experience , ideally in the investment management industry, in areas of client servic e or operations
• S trong relationship building and collaboration skills and the curiosity to learn
• S ound 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
• P roject management skills, i nfluencing, 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
• USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not

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