Fund Relationship Analyst

The Fund Relationship Analyst will work as part of the Relationship team within the Funds Group to deliver first-class client service to clients who invest in Wellington’s sponsored funds. Responsibilities include coordination of client account openings and closings, client reporting requirements, and direct client interactions on servicing items.

Requirements

• Minimum of 3-5 years experience in the investment management industry, in areas of client service or operations, with experience with US Registered/40 Act interval and tender offer funds
• Strong relationship building and collaboration skills and the curiosity to learn
• Ability to cope under pressure within a high volume environment
• Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks
• Strong communication and presentation skills
• Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills
• IT skills such as python coding or SQL are an advantage

Benefits

• Retirement Plan
• Health and wellbeing, dental, vision, and pharmacy coverage
• Health savings account
• Flexible spending accounts and 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)