Fund Relationship Analyst

The Fund Relationship Analyst will work as part of a team responsible for delivering first-class client service to clients who invest in Wellington’s sponsored funds. The role will focus on clients invested with Wellington Trust Company, NA, and will include responsibilities such as act as a central point of contact, coordination of client account openings and closings, client reporting requirements, and protecting the validity and accuracy of client data.

Requirements

• Minimum 2 years of experience 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
• Strong verbal and written communication skills with ability to communicate complex concepts clearly to both internal audiences and clients

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