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Wellington Management · 7 hours ago

Fund Operations Lead

Boston, MA, United States

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $180K/yr

7+ years exp

Wellington Management is a comprehensive investment management firm that offers tailored investment solutions to institutional clients globally. The Fund Operations Lead role focuses on overseeing the Transfer Agency Oversight and Investor Operations function for various funds, ensuring accurate processing of client cash flows and compliance with industry standards.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

Interacting closely with internal colleagues and external service providers to ensure the timely and accurate processing of client cash flows into Wellington’s commingled funds

Working with the transfer agent and internal client service teams to handle a wide range of client account servicing requests including special handling of transactions and account queries

Expertise operating and supporting the enhancement of internal system applications

Daily and periodic monitoring of service provider delivery and performance

Monitoring position and cash balances across multiple systems, resolving discrepancies as needed

Developing and managing relationships with Wellington’s centralized teams and external service providers

Leading and supporting projects, both large and small, associated with the funds, Wellington’s operational and systems infrastructure, and service providers

Qualification

AccountingFinanceTransfer Agent ExperienceExcelAccessClient Service MindsetProactive NatureAttention to DetailOrganizational SkillsCommunication Skills

Required

College undergraduate degree, preferably in accounting, finance, or business

7+ years of industry experience

Very strong attention to detail and organizational skills

A natural curiosity and desire to expand one's knowledge and role

A proactive nature in developing and improving processes

Desire and ability to work in a fast-paced, team-oriented environment, performing multiple tasks and balancing competing priorities

A client service mindset and strong communication skills

Preferred

Experience from an asset manager or fund administrator ideally in a transfer agent related capacity

Experience with Interval and Tender Offer funds

Advanced business application skills, strong Excel and Access abilities

Progress towards a CPA, CFA, CAIA or MBA

Benefits

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)