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 represent endowment, foundation, family office, corporate, and public funds relationships invested in commingled pools including Wellington Managed Funds – US, Wellington Trust Company NA, Wellington Management Funds – Global, and Wellington Alternative Investments. This role will focus 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, protecting the validity and accuracy of client data, handling RFIs, cash flows, capital calls, distributions, and other direct client interactions on servicing items.

To accomplish these responsibilities, the Funds Relationship Analyst is expected to partner closely with other parts of the business to ensure the client’s requirements are met.

• Coordinate administrative aspects of onboarding/off‑boarding 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 and/or with the Fund Reporting team, including documentation of procedures

• 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 and effectively balance competing objectives and risks, and the ability to 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

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTa

Base salary range for this position: USD 80,000 – 150,000. This range takes into account the wide range of factors considered when making compensation decisions, including skill set, role, certifications, and education. Base salary is only one component…