Fund Administration Professional

Fund Administration Professional

Boston Trust Walden is seeking a Fund Administration Professional to join the Fund Services Team as a Senior Fund Services Analyst. This individual will play a key role in ensuring that fund regulatory and governance items are met consistent with regulatory and organization standards.

As the Senior Fund Services Analyst, you will understand fund regulatory requirements, board meeting planning and production, working across functions and with the third‑party administrator as appropriate. This position reports to the Director of Fund Services.

Key responsibilities include managing timely deliverables for mutual fund board book production, managing and coordinating the adviser board book production, preparing and presenting certain quarterly and annual updates to each board, attending all meetings and facilitating preparatory meetings for guest presenters, recording adviser board meeting minutes, managing the annual renewal of the advisory agreement, overseeing the annual mutual funds audit, production of the semi‑annual and annual report, and all other required SEC filings, coordinating the annual prospectus registration update, researching and understanding the operational impact of new or updated regulatory rules and overseeing compliance implementation, attending industry conferences and webinars, performing certain routine operational reports and tasks, maintaining Fund Services procedures and performing periodic reviews, providing updates to senior management, including internal and external business partners as needed, and acting as liaison with third‑party fund administrator.

Qualifications include a Bachelor's degree or equivalent experience required, minimum of ten years of mutual fund administration and fund services experience, prior job responsibilities must include experience with mutual fund regulatory and board governance functions, a team‑first attitude, the ability to perform a variety of mutual fund administration functions, intellectual curiosity, and the highest professional and ethical standards. Preferred skills include understanding of regulatory environment and requirements, knowledge and understanding of mutual fund operations, experience documenting procedures, project plans, and processes, exceptional oral and written communication and relationship/partnership‑building skills, exceptional attention to detail, strong analytical skills and ability to work to deadlines, and ability to independently manage and prioritize multiple tasks and projects.

Hiring range is $125,000-$140,000 USD annually. This range accounts for the wide range of factors that inform compensation decisions, including, but not limited to, skill sets, roles, experience, certifications, and education. Base salary is only one component of Boston Trust Walden’s compensation; our discretionary bonus and profit‑sharing plan add to our total compensation package. Boston Trust Walden is proud to offer a competitive benefits package including 90% Employer‑Funded Medical, 50% funded Dental, and Vision benefits, Paid Holidays, Sick Time, Volunteer Time, and Parental Leave.

We also offer additional benefits, including Tuition Reimbursement, a Commuter Subsidy, an Employer‑Contributed HSA, an Employee Assistance Program, and Life and Disability Insurance.

This is a full‑time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in‑office and remote work. New hires are expected to be on‑site 4 days per week for the first 3 months and then 3 days per week thereafter.