Hybrid Fund Relationship Analyst: Investor Operations
Wellington Management Company
Wellington Management Company is seeking a Client Service Representative to facilitate communication between the Client Group and Funds Group. This role requires at least 2 years of experience in the investment management industry and strong relationship-building skills. The compensation package includes a base salary range of USD 80,000 - 150,000, along with bonuses and comprehensive benefits such as health coverage, retirement plans, and paid time off. Employees enjoy a hybrid work arrangement, working from the office four days a week. #J-18808-Ljbffr Wellington Management Company
- ...Fund Accountant | Boston MA | Growing Credit Fund Our team is... ...execute the quarterly close and investor reporting cycle. Oversee fund... ...investment, legal, tax, and operations teams while driving process improvements... .... This role is a full time hybrid position that is 3 days in...OperationsFull timeWork at office
- ...About the Role The Relationship team within the Funds Group contributes to Wellington Management’s mission... ...of onboarding/offboarding of fund investors. Contribute to fund investor specific... .... Complete recurring tasks such as operational due diligence questionnaires and...OperationsWork at officeRemote workFlexible hours1 day per week
- ...consulting company is seeking a professional for a hybrid role in Boston, requiring in-office attendance... ...days a week. The individual will support fund administration and treasury services, overseeing day-to-day operations for mutual funds. Candidates must possess a Bachelor...OperationsWork at office3 days per week
$80k - $150k
...Responsibilities The Relationship team within the Funds Group contributes to... ...The Fund Relationship Analyst will work as part of a team... ...onboarding/offboarding of fund investors ~ Contribute to fund... ...recurring tasks such as operational due diligence...OperationsWork at officeRemote workFlexible hours1 day per week- Wellington Management in Boston is seeking a Fund Specialist to provide high-quality operational and servicing support to investors. This client-facing role demands strong judgment and collaborative teamwork, ensuring accurate execution of fund servicing requests and onboarding...OperationsFlexible hours
$60k - $70k
...Fund Accountant Fund Accountant will be responsible for providing accounting services... ...Prepare partner capital account information Investor capital call/distribution processing... ...all US employees are required to work a hybrid schedule, comprised of two (2) days a week...Work at officeRemote work2 days per week- ...We’re building a relationship-oriented bank for the modern world.... ...’ll Be Doing As the Sr. Analyst, Fund Administration, you will play... ...for providing comprehensive investor relationship support,... ...identifying and resolving operational issues, implementing effective...OperationsRemote workFlexible hours
- ...most important roles in the fund accounting cycle and have the... .... As a Fund Accounting Analyst within the Global Fund Services... ...within a global network of operational teams, providing oversight and... ...and maintain collaborative relationships both internally and with external...OperationsWork at office
- Job Description As a Fund Servicing Analyst within JPMorgan Chase, you will play a crucial role in our fund servicing operations. Your primary focus will be on executing routine transactions... ...will help you build strong relationships and influence better outcomes. This role...Operations
- ...currently seeking a Category Analyst for the Indirect Spend -... ...MA. This position will be a hybrid role, with the successful candidate... ...research and analysis Relationship Management Build and maintain... ..., consulting, or retail operations preferred Prior experience...OperationsContract workWork at office
$85k - $105k
Customer Success Analyst (Hybrid) Boston, Massachusetts Location: Boston, Massachusetts US... ...Genius solution. You will develop customer relationships, moving beyond daily service to become... ...or a deep understanding of lab operations and asset management. Excellent analytical...OperationsFull timeWork at officeLocal areaRemote work$90k - $130k
...seeking a Supervisor for their Private Equity Fund Administration team. The ideal candidate will lead fund operations, manage client relationships, and ensure process improvements. A... ...,000, plus generous benefits. This is a hybrid position requiring three days in-office...OperationsWork at officeRemote work- ...and professional development. As a Fund Servicing Analyst within JPMorganChase, you will play a crucial role in our fund servicing operations. Your primary focus will be on executing... ...will help you build strong relationships and influence better outcomes. This role...Operations
$53k - $55k
...0.00 - $55,000.00 Summary The Customer Relationship Management Support Representative works... ...support various groups within the Insurance Operations Department, including CRM, Service... ...Complimentary coffee and breakfast service. Hybrid work schedules. Working Advantage...OperationsWork at office- ...a concentration on our hedge fund strategies. We are looking for... ...Demonstrate client focus and relationship management skills... ...working as an IT Business Systems Analyst in the financial services industry... ...knowledge of middle and back office operations; Experience with SS&C, or...Operations
- ...specialized resources in operations, HR, finance, business... ...firm operates with a hybrid structure that... ...for a larger dedicated fund in the coming years. Details... ..., and maintaining relationships with intermediaries and... ...professional growth. Investor Relations and Fundraising...OperationsSummer workWork at officeRemote work
- We are seeking a Client Services Analyst - Fund Accounting to join our client's growing team. This position is hybrid in Boston, MA. Responsibilities Provided timely and... ...maintaining a high standard of client service and operational support. Calculated and validated daily...OperationsWork at officeLocal area
- ...Associates, LLC in Boston, MA, is seeking a Senior Associate for Fund Finance to work in a hybrid mode, supporting accounting and financial reporting... ...leadership and key stakeholders while overseeing fund operations and contributing to process improvement initiatives....Operations
$80k - $150k
...to recruit a high-quality Fund Governance Analyst, to join our Funds team in... ...broadly to US retail investors through a wide range of financial... ...Legal, Compliance, Risk, Operations, and Tax teams, to... ...Competencies and Skills: Relationship Building: Build strong relationships...OperationsFull timeRemote workFlexible hours1 day per week$110k - $125k
...Senior Associate, Fund Finance Boston, MA | Hybrid (3 Days In-Office: Monday–Wednesday) Compensation: $1... ...accounting, financial reporting, fund operations, and investment activity for a range... ...Responsibilities Review fund NAVs, investor capital account statements, and financial...OperationsWork at office- ...join its collaborative team in Boston, focusing on private equity operations. This high-impact role involves leading GAAP accounting,... ...in financial reporting and communication. The position offers a hybrid work setup, healthcare coverage, and an annual bonus. #J-18808-...Operations
$80k - $150k
Financial Reporting Analyst, US Funds About the Role Wellington Management sponsors and sub‑... ...supports financing, accounting, and operations. This analyst works within the Fund Reporting... ...and process documentation. Develop relationships with Wellington’s centralized teams...OperationsFlexible hours$90k - $180k
...view that aligns our perspectives with those of our clients. About the Role The Fund Specialist sits within the Investor Services team and is responsible for delivering high‑quality operational and servicing support to investors across Wellington‑sponsored funds and...OperationsRemote workFlexible hours1 day per week$80k - $100k
...HRIS & Benefits Analyst (Hybrid - Boston) Boston, MA ( Description The HRIS & Benefits Analyst is responsible for the administration... ...-5 years of experience in HRIS, benefits administration, HR operations, or related HR support role. ~ Experience working with...OperationsLocal area$80k - $150k
Wellington Management is hiring a Client Transitions Analyst located in Boston, focusing on the operational aspects of client and fund transitions. This role involves close collaboration with various teams to ensure a standardized service model and minimizes risk during...Operations- A leading grocery retailer is seeking an Analyst to support business operations through accurate reporting and event coordination in Quincy, MA. The ideal... ...and strong organizational skills. This role features a hybrid work schedule and competitive compensation based on...OperationsFull time
$51k - $69k
...helps institutional investors identify, file... ...claims, and collect funds made available in... ...leader. As an Analyst on our... ...functional working relationships to increase integration... ...relationships with operations team to ensure... ...programs ~ We are a hybrid company; in...OperationsFull timeWork at officeLocal area- ...leading media company is seeking an Accounts Receivable Analyst to support billing operations. The role involves generating accurate invoices, managing... ...strong problem-solving skills. This position offers a hybrid work environment with locations in Boston, MA, and Philadelphia...Operations
$87.14k - $96.82k
...work-life balance by offering hybrid schedules for certain roles.... ...on job responsibilities, operational needs, nature of work and team... ...a motivated Program Analyst, Project Controls in Westwood... ...Competencies: Build trusting relationships Manage and develop people...OperationsContract workFor contractorsH1bWork at officeRemote work- ViziRecruiter, LLC. seeks a Supply Chain Analyst II to enhance analytics and reporting within their operations. This role focuses on delivering visibility into inbound... ...skills. This position allows for a flexible/hybrid work schedule, balancing in-person and remote work...OperationsRemote workFlexible hours
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