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

TheRelationship team within theFunds Groupcontributes to Wellington Managements mission by deliveringfirst-classclient serviceto clientswho invest advisors USwirehousesendowment foundation family office corporate and public funds relationships invested in commingled pools including Wellington Managed Funds USWellington Trust Company NAWellington ManagementFunds - GlobalWellingtonUS RegisteredFundsand Wellington Alternative role will focuson clientsinvestedwithinWellingtonsUSregisteredinterval and tender offerfundsandthe successful candidatewill be the key point of contact for financial advisorclients.

The Investor Services Analyst willwork as part of a teamresponsible for butnot limitedto:coordination of clientaccount openings andclosings client reporting requirementswiththefund reporting teamresponsible for protecting the validity and accuracy of theclientdataRFIscash flows capital calls distributionsandotherdirectclient interactionsonservicingitems. Toaccomplishtheseresponsibilities theInvestor Services Analyst is expected topartner closelywith otherparts of the businesssuch as Internal Wholesalers Relationship Managers FundServices FundReportingand the wider Funds Groupteamto ensure the clientsrequirements 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 passwordresetsetc.
• 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 industryin 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 ahigh volumeenvironment
• Sound business judgementandthe ability to synthesize complex issues and effectively balance competingobjectivesand risks and the ability to think creativelyto solve business problems for clients
• Strong communicationand presentation skills
• Project management skills influencingteam-orientationconsensusbuildingand strongquantitativewrittenand verbal communication skills
• IT skillssuch as python coding or SQL are an advantage
• Acollegedegree isrequired

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 .

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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: