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Investor Services Analyst at Wellington Management Company - ApplyBlast

Investor Services Analyst

Wellington Management Company

4 months ago

Boston, MA, United States

Hybrid

Full Time

Junior

0 applicants

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About this role

The Investor Services Analyst serves as the key point of contact for financial advisor clients invested in Wellington Management's US registered interval and tender offer funds. Responsibilities include coordinating client onboarding, managing delivery platforms, handling operational due diligence questions, and ensuring data accuracy across servicing items. The role collaborates closely with Fund Services, Fund Reporting, and wholesalers to support client requirements in a high-volume environment.

Responsibilities

Coordinate administrative aspects of fund investor onboarding and offboarding
Manage new deliverables via delivery management platform and Fund Reporting team
Complete operational due diligence questionnaires and requests for information
Oversee coordination of fund-related client queries adhering to strict SLAs
Provide support for client portal access and password resets

Skills

Qualifications

Bachelor's Degree3-5 Years Experience40 Act Knowledge

About Wellington Management Company

wellington.com

Headquarters

Boston, Massachusetts, United States

Company Size

1001-5000 employees

Founded

1933

View Profile

Wellington Management is one of the world's leading independent asset management firms, founded in 1928 and headquartered in Boston with a global presence across major international and Asian financial centers. The firm manages over $1.3 trillion in client assets across equities, fixed income, multi-asset, alternatives, and private investing strategies. Wellington serves 3,000+ clients across 60+ countries, offering integrated investment capabilities grounded in deep multi-disciplinary research and a collaborative investment culture.