Wellington Management Company

Fund Relationship Analyst

Wellington Management Company(10 days ago)

HybridFull TimeMedior$80,000 - $150,000Funds Group
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About this role

Wellington Management is seeking a Fund Relationship Analyst to provide top-tier client service to investors in Wellington's sponsored funds. The role involves coordinating client onboarding, managing reporting and documentation, and collaborating with various internal teams to meet client needs. The position offers a comprehensive benefits package and a collaborative work environment in the investment management industry.

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Required Skills

  • Customer Service
  • Client Management
  • Fund Reporting
  • SQL
  • Python
  • Account Management
  • Operational Due Diligence
  • Data Protection
  • Communication
  • Team Collaboration

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