Relationship Analyst

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.

The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first-class client service to clients who invest in Wellington’s 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 client’s 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.
• 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.

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 synthesise 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? That’s 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, colour, 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 GMWTalentOperations@wellington.com.

We believe that in person interactions inspire and energise 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.