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
- ...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
- 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
$80k - $150k
...clients. About the Role The Relationship team within the Funds Group contributes to... ...Responsibilities The Fund Relationship Analyst will work as part of a... .../off‑boarding of fund investors Contribute to fund... ...recurring tasks such as operational due diligence questionnaires...OperationsWork at officeRemote workFlexible hours1 day per week- Wellington Management Company, based in Boston, is seeking an Investor Services Analyst to join the Funds Group. This role will focus on providing exceptional service to financial advisor clients investing in the firm’s registered funds, handling account management and...Suggested
- ...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...OperationsFlexible hours
$80k - $150k
...clients. About the Role The Relationship team within the Funds Group contributes to Wellington... ...advisor clients. The Investor Services Analyst will work as part of a team... ...Complete recurring tasks such as operational due diligence questionnaires and...OperationsWork at officeRemote workFlexible hours1 day per week$80k - $150k
A financial services firm is seeking an Investor Services Analyst to enhance client relationships for US registered funds. This position involves coordinating client onboarding, managing inquiries, and providing excellent service. Ideal candidates have 3-5 years of investment...$68.2k - $90k
...personal and professional development. 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... ...intelligence will help you build strong relationships and influence better outcomes. This...Operations- ...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
- ...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
$85k - $105k
...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... ...Working Environment This is a remote or hybrid role based out of a home or corporate...OperationsFull timeWork at officeLocal areaRemote work- Wellington Management Company in Boston is seeking a Fund Relationship Analyst to enhance client service for their investment funds. The role involves communication coordination with clients, management of account processes, and support for system improvements. The ideal...Flexible hours
- ...exceptional support to global production clients while fostering strong client relationships. The ideal candidate will have at least 5 years of experience in Fund Accounting or Investment Operations, showcasing their ability to analyze complex data flows and resolve issues...Operations
- 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
- ...specialized resources in operations, HR, finance, business... ...firm operates with a hybrid structure that... ...for a larger dedicated fund in the coming years.... ...research, and maintaining relationships with intermediaries and... ...professional growth. Investor Relations and Fundraising...OperationsSummer workWork at officeRemote work
$100k - $125k
...Senior Finance Associate to join its finance team in Boston. This hybrid role provides exposure to complex alternative credit strategies, covering fund accounting, financial reporting, and investment operations. The ideal candidate will have a Bachelor’s degree in...Operations- ...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
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- ...Cambridge or London (hybrid)Employment Type: Full... ...an Internal Controls Analyst to support our internal... ...to meet the design and operating effectiveness requirements... ...manage the relationship with Internal AuditHelp... ...include:Flexible benefits fund, emergency leave days,...OperationsWork at officeLocal areaRemote workFlexible hours
- ...people around the globe. Financial Data Analyst - MassHealth (hybrid) Job Number: 2025-48671 Category:... ...programmatic analyses to support MassHealth funding strategies and programmatic... ...execution of financial strategy and operations, with an emphasis on adaptability, strong...OperationsFull timeContract workWork experience placementWork at officeLocal areaShift work
$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...OperationsWork at office$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- Dormont Manufacturing Co is seeking a Compensation & Analytics Analyst in Boston, MA. This hybrid position emphasizes compensation operations and analytics to support decision-making in a growing fintech environment. The ideal candidate should have 2-5 years of experience...Operations
- Bitsight is seeking an IT Analyst in Boston, MA to design, implement, and maintain our IT... ...hands-on support and driving secure operations. You will troubleshoot, collaborate with... ...coordination, and reliable user support in a hybrid environment with 3 days in the office....OperationsWork at office
$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
$60k - $80k
...helps institutional investors such as hedge funds, mutual funds, custodians... ...leader. As an Analyst on the Client Data Management... ...Build strong relationships with peers across... ...imported client data Operations professionals, who will... ...colleagues We are a hybrid company; in office,...OperationsTemporary workWork 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
- Wellington Management Company in Boston is seeking a Client Transitions Analyst to support various client and fund transitions, focusing on operational risk management. You will work closely with internal teams and external partners to mitigate risks during transitions....OperationsRemote job
- 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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