Relationship Analyst
Relationship Analyst
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Job Description
About Us
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.
About the Role
Responsibilities
The Relationship team within the Funds Group contributes to Wellington Managements mission by delivering first-class client service to clients who invest in Wellingtons sponsored funds. These clients represent both the institutional and wealth channels invested in commingled pools including Wellington Managed Funds US Wellington Management Funds - Global and Wellington Alternative Investments. This role will focus on clients invested within Wellington Alternatives Investment Funds (Hedge and Privates) and the Wellington Management Funds - Global range.
The Fund Relationship Analyst will work as part of a team responsible for but not limited to: act as a central point of contact to facilitate & coordinate communication between the business team and the Funds Group coordination of client account openings and closings client reporting requirements with fund reporting team responsible for protecting the validity and accuracy of 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 to ensure the clients requirements are met.
Specific responsibilities may include:
- Coordinate administrative aspects of onboarding/offboarding of fund investors
- Contribute to fund investor specific projects including system enhancements and process improvements
- Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
- Oversee coordination of complex fund-related queries (e.g. swing pricing tax reporting)
- 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
- Oversee recurring deliverables with regards to fund data management oversight
- Coordinate fund data requirements with platforms and distributors
Qualifications/Attributes
The ideal candidate for the role will have:
- Minimum 2 years of experience ideally in the investment management industry in areas of client service or operations
- Strong relationship building and collaboration skills and the curiosity to learn
- 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
- A degree is required desire to progress towards CFA/CAIA
- Fluency in another European language
Not sure you meet 100% of our qualifications Thats 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 .
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.
Required Experience:
IC
Employment Type
Full-Time
