Client Analyst

Wellington Management Company, LLP
Boston, USA
13 Aug 2022
12 Sep 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
Client Group contributes to Wellington Management's mission by delivering first class client service to both institutional clients and mutual fund sponsors. Investor Services (North America), a team within Client Group, is responsible for managing service delivery for small and mid-sized clients, driving resolution of client service matters, responding to client inquiries and meeting with clients to discuss operational and servicing related activities. These clients represent endowment, foundation, family office, corporate, and public funds relationships invested primarily in commingled pools maintained by our affiliates, Wellington Managed Funds - US, Wellington Managed Funds - Global, and Wellington Alternative Investments.

The Client Analyst within Investor Services helps to service our US endowment, foundation, family office, corporate, and public fund clients who are invested in pools. In addition, the role requires collaboration and servicing to 3rd parties, namely investment consultants and outsourced CIO entities. The Client Analyst plays a critical role in the relationship management effort by overseeing the client on-boarding process, managing cash flows, coordinating reporting, and handling complex client and consultant inquiries.

The Client Analyst will participate in a wide range of business and client service activities that require the cross-functional coordination with our Investment Products and Services, Client Reporting, Tax, Finance, Consultant Relations, and Fund Services colleagues. A successful Client Analyst will help identify areas of operational efficiency and best practices, exhibit strong business judgment, and serve as a resource for others on the team.

Specific responsibilities include:
  • Independent coordination of on-boarding process for new Investor Services clients; liaise directly with client and their consultant(s) on funding documentation
  • Oversee account closings, restructurings, and custody rule procedures as needed
  • Supervise the cash flow processes and required documentation
  • Serve as a first escalation point on complex client questions and issues
  • Coordinate reporting deliverables, as needed
  • Participate in internal projects focused on fund investors, onboarding's, efficiency (systems), etc.
  • Help to identity areas of operational efficiency and best practices
Specific skills and characteristics include:
  • A minimum of 5-8 years industry related experience is preferred
  • Experience or interest in Hedge Fund/Alternative products is preferred
  • Experience in family office and/or UHNW/HNW investor servicing is a plus
  • Strong interpersonal, verbal, and written communication skills
  • Strong client service orientation; ability to handle frequent client contact with grace and professional judgment
  • Ability to work in a fast-paced and team-oriented environment, where priorities change frequently, and deadlines are often under significant time pressure
  • Ability to work independently, manage, and effectively prioritize multiple tasks simultaneously
  • Strong analytical/problem solving skills and keen attention to detail
  • Solid work ethic, positive attitude, and strong business judgment
Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

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 .

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