Fund Relationship Analyst

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.

The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first‑class client service to clients who invest in Wellington’s sponsored funds. These clients include endowment, foundation, family office, corporate, and public funds relationships invested in commingled pools such as Wellington Managed Funds – US, Wellington Trust Company NA, Wellington Management Funds – Global, and Wellington Alternative Investments.

This role focuses on clients invested within Wellington Alternatives Investment Funds (Hedge and Privates).

The Fund Relationship Analyst will work as part of a team responsible for, but not limited to, acting as a central point of contact to facilitate and coordinate communication between the Client Group and the Funds Group, coordinating client account openings and closings, managing client reporting requirements with the fund reporting team, ensuring the validity and accuracy of client data, handling RFIs, cash flows, capital calls, distributions, and other direct client interactions on servicing items.

The analyst partners closely with other parts of the business to ensure the client’s requirements are met.

• Coordinate administrative aspects of onboarding/offboarding of fund investors
• Contribute to fund investor specific projects, including system enhancements and process improvements
• Oversee coordination of fund‑related queries (e.g., dealing dates, tax, reporting, statements)
• Communicate fund‑related information to investors
• Provide support to fund investors for client portal access, password resets, etc.
• Support fund documentation changes
• Complete recurring tasks such as operational due diligence questionnaires and requests for information
• Coordinate new deliverables via the delivery management platform or with the Fund Reporting team, including documentation of procedures

The ideal candidate for the role will have:

• Minimum 2 years of experience, ideally in the investment management industry, in areas of client service or operations
• Strong relationship‑building and collaboration skills, and curiosity to learn
• Sound business judgement and the ability to synthesize complex issues, balance competing objectives and risks, and think creatively to solve business problems for clients
• Strong communication and presentation skills
• Project management skills, influencing, team‑orientation, consensus building, and strong quantitative, written and verbal communication skills
• IT skills such as Python coding or SQL are an advantage
• A college degree is required

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. The base salary range for this position is USD 80,000 – 150,000. This range takes into account the wide range of factors considered when making compensation decisions, including but not limited to skill sets, role, skills and experience, certifications, and education.

The range is an estimate; further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Other rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible. In addition, we offer a comprehensive and high‑value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and…