Fund Relationship Analyst
Wellington Management Company(3 months ago)
About this role
A Fund Relationship Analyst at Wellington Management is a mid-level investor services professional within the Funds Group focused on clients invested through Wellington Trust Company, NA. The role supports delivery of Wellington’s commingled fund solutions and partners across the firm to meet client needs and uphold data and reporting standards.
Required Skills
- Client Service
- Account Onboarding
- Data Management
- Client Reporting
- Project Management
- Communication
- Process Improvement
- Fund Administration
- Portal Support
Qualifications
- College Degree
About Wellington Management Company
wellington.comN/A
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