Fund Operations Lead
Wellington Management Company(1 month ago)
About this role
This role is part of Wellington Management’s Fund Services team, focused on Transfer Agency Oversight and Investor Operations for ’40Act Tender Offer and Interval Funds as well as Collective Investment Trusts. The position governs and monitors investor cashflows and reporting processes, including oversight of third-party transfer agents, to ensure accurate and compliant shareholder servicing. It sits within the US Fund Control and Operations team supporting fund accounting, financing, and operations.
Required Skills
- Transfer Agency
- Investor Operations
- Cashflow Monitoring
- Financial Reporting
- Reconciliation
- Excel
- Access
- Systems Support
- Vendor Management
- Project Management
+3 more
Qualifications
- Bachelor's Degree
- CPA
- CFA
- CAIA
- MBA
About Wellington Management Company
wellington.comN/A
View more jobs at Wellington Management Company →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Wellington Management Company
Similar Jobs
Vice President, US Client Services
Ares Management(1 month ago)
Transfer Agency - Senior Associate
State Street(1 month ago)
Senior Administrator Share Registry
Apex Group Ltd(11 months ago)
Transfer Agency - Senior Associate
State Street(2 months ago)
Transfer Agency - Senior Associate
State Street(1 month ago)
Account Manager Transfer Agency
Apex Group Ltd(1 year ago)