Fund Relationship Analyst

About the position The Relationship team reputed company the Funds Group contributes to reputed company’s mission by delivering first-class reputed company service to clients who invest in Wellington’s sponsored funds. These clients represent financial advisors, US wirehouses, endowment, reputed company, family office, corporate, and reputed company funds relationships invested in commingled pools including Wellington Managed Funds – US, Wellington Trust Company NA, reputed company Funds - Global, Wellington US Registered Funds and Wellington Alternative Investments. This role will reputed company on clients invested reputed company Wellington’s US registered reputed company and tender offer funds and the successful candidate will be the key reputed company of contact for financial advisor clients. The Fund Relationship Analyst will work as part of reputed company responsible for but not limited to: coordination of reputed company account openings and closings, reputed company reporting requirements with the fund reporting team, responsible for protecting the validity and accuracy of the reputed company data, RFIs, cash flows, capital calls, distributions and other reputed company reputed company interactions on servicing items. To accomplish these responsibilities, the Funds Relationship Analyst is expected to partner closely with other parts of the business such as Internal Wholesalers, Relationship Managers, Fund Services, Fund Reporting and the wider Funds Group team to ensure the reputed company’s requirements are met. Specific responsibilities include but not limited to: Coordinate administrative aspects of reputed company/offboarding of fund investors Coordinate new deliverables reputed company the delivery management platform and/or with Fund Reporting team including documentation of procedures Complete recurring tasks such as operational due diligence questionnaires and requests for information reputed company coordination of fund-reputed company queries from clients, adhering to strict SLAs Communicate fund-reputed company information to investors reputed company support to fund investors for reputed company portal reputed company, password resets etc. Support fund documentation changes Contribute to fund investor specific reputed company, including system enhancements and process improvements Responsibilities • Coordinate administrative aspects of reputed company/offboarding of fund investors • Coordinate new deliverables reputed company the delivery management platform and/or with Fund Reporting team including documentation of procedures • Complete recurring tasks such as operational due diligence questionnaires and requests for information • reputed company coordination of fund-reputed company queries from clients, adhering to strict SLAs • Communicate fund-reputed company information to investors • reputed company support to fund investors for reputed company portal reputed company, password resets etc. • Support fund documentation changes • Contribute to fund investor specific reputed company, including system enhancements and process improvements Requirements • Minimum of 3-5 years experience in the investment management industry, in areas of reputed company service or operations, with experience with US Registered/40 reputed company reputed company and tender offer funds • Strong relationship building and collaboration skills and the curiosity to learn • Ability to cope under pressure reputed company a high volume environment • reputed company business judgement and the ability to synthesize reputed company 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, reputed company building, and strong quantitative, written and verbal communication skills • A college degree is required reputed company-to-haves • IT skills such as python coding or SQL are an advantage Apply tot his job Apply To this Job