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Wellington Management · 1 month ago

Fund Relationship Analyst

New York, NY

Full-time

Hybrid

Entry, Mid Level

$65K/yr - $150K/yr

2+ years exp

Wellington Management offers comprehensive investment management capabilities, tailored to the unique return and risk objectives of institutional clients. The Fund Relationship Analyst will be responsible for facilitating communication between the sales team and the Funds Group, coordinating client account activities, and ensuring the accuracy of client data and reporting requirements.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

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 fund-related queries (e.g., tax, reporting, statements/performance)

Communicate fund-related information to investors

Provide support to fund investors for client portal access, password resets etc

Complete recurring tasks such as operational due diligence questionnaires and requests for information

Oversee recurring deliverables with regards to fund data management oversight

Qualification

Client service experienceInvestment management knowledgeProject management skillsCommunication skillsTeamwork skillsProblem-solving skillsInterpersonal skillsSelf-motivated

Required

Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations

Excellent interpersonal and teamwork skills, with a focus on fostering productive partnerships

A strong desire to learn and grow, a self-motivated and proactive approach to work, and the ability to apply new knowledge effectively across a wide range of situations and challenges

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 verbal and written communication skills with ability to communicate complex concepts clearly to both internal audiences and clients

Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills

A college degree is required

Preferred

Experience demonstrating thought leadership, such as sharing innovative ideas, influencing strategy, or inspiring others, is a plus

Benefits

Discretionary Corporate Bonus and/ or Incentives

Retirement plan

Health and wellbeing

Dental

Vision

Pharmacy coverage

Health savings account

Flexible spending accounts

Commuter program

Employee assistance program

Life and disability insurance

Adoption assistance

Back-up childcare

Tuition/CFA reimbursement

Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Company

Wellington Management

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

H1B Sponsorship

Wellington Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (79)

2024 (52)

2023 (62)

2022 (91)

2021 (82)

2020 (62)