Funds Investor Services Analyst (Hybrid)
Wellington Management Company
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 client interactions. The ideal candidate will have 3-5 years of experience in the investment management industry and possess strong communication and project management skills. We encourage candidates who may not fully meet all qualifications to apply. #J-18808-Ljbffr Wellington Management Company
$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...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...SuggestedFlexible hours
$70k - $95k
Senior Investor Services Analyst The Senior Investor Services analyst is an integral individual within... ...capital activity notices for sponsor funds and investors. Review and/or prepare... ...U.S. employees are required to work a hybrid schedule, comprising two (2) days a week...SuggestedFull timeWork at officeRemote work2 days per week$80k - $150k
...Responsibilities The Relationship team within the Funds Group contributes to Wellington... ...by delivering first-class client service to clients who invest in Wellington's... ...contact for financial advisor clients. The Investor Services Analyst will work as part of a team...SuggestedWork at officeRemote workFlexible hours1 day per week- ...Search is looking for a midlevel Asset Management and Investment Funds Associate in Boston, MA. The ideal candidate will have 4-7 years... ...benefits, including medical coverage, retirement plans, and hybrid/remote work opportunities. #J-18808-Ljbffr BCG Attorney SearchSuggestedRemote work
$100k - $125k
...Associates, LLC is seeking a 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...- Daley And Associates, LLC in Boston, MA, is seeking a Senior Associate for Fund Finance to work in a hybrid mode, supporting accounting and financial reporting across various private credit strategies. This role provides exposure to senior leadership and key stakeholders...
- JPMorgan Chase in Boston, MA is seeking a Fund Servicing Analyst to support routine fund servicing transactions and collaborate with related teams. The role focuses on accuracy, process improvements, and safeguarding information through cybersecurity mindfulness. You will...
$64k
Standish Management UK is seeking associates for their fund administration team in Boston, Massachusetts. The role entails overseeing administrative support and investor relations for client funds, including duties like data entry, correspondence with investors, and monthly...- ...is seeking a dedicated professional to join their Global Client Services Team. This role focuses on providing exceptional support to global... ...The ideal candidate will have at least 5 years of experience in Fund Accounting or Investment Operations, showcasing their ability to...
$90k - $180k
...structure fosters a long‑term 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...Remote workFlexible hours1 day per week$140k - $160k
Global Fund Tax Manager - Boston (Hybrid!) A leadinglobal investment firm is seeking a Global Fund Tax Manager to join their growing team! This role... ..., automation, and operational efficiency Manage external service providers and drive strategic tax initiatives...Immediate start$85k - $105k
Daley And Associates, LLC in Boston, MA is seeking a Fund Accountant to join a dynamic credit firm focused on U.S. middle-market investments. This role merges fund accounting and investor reporting, offering key exposure to fund-level results. Ideal candidates will have...- ...Petrafundsgroup in Boston is looking for a Fund Accounting Manager to oversee... ...clients, ensuring top-notch service and strategic contributions... ...equity fund structures and investor reporting, suited for someone... .... The position also offers a hybrid work environment and a...
$130k - $150k
Fund Accounting Manager - Boston - Hybrid A Boston-based alternative asset manager is seeking a Fund Accounting... ...administrators, auditors, and other service providers. The role is responsible... ..., financial reporting, audits, and investor deliverables Assist with valuation...$120k - $150k
Overview Fund Accounting Manager - Credit Fund in Boston (hybrid) Our client, an alternative asset manager focused on credit, is looking to add a Fund Accounting... ...will be responsible for reviewing fund NAVs, investor capital account statements and financial reports, monitoring...- ...financial accuracy. The ideal candidate will engage with cross-functional teams and must have strong knowledge of GAAP, financial services experience, and advanced Excel skills. Vaco offers a hybrid work model with competitive compensation and benefits. #J-18808-Ljbffr Vaco
$150k - $200k
...community members and subscribers across all its funds. With 120+ employees, including ~40... ...is seeking a full‑time, experienced Investor for our Castor Ventures fund family for the... ...of our Boston or New York office and is a hybrid role, with an expectation that this individual...Full timeWork experience placementWork at officeRemote work$150k - $200k
VC Stack is seeking a full-time, experienced Investor for our Castor Ventures fund family, focused on the MIT community. This role is primarily focused... ...sourcing high-quality investments. The position is hybrid, requiring in-office work at least 4 days per week, with...Full timeWork at office- ...investments across consumer, commercial services, media, and commerce‑... ..., the firm operates with a hybrid structure that combines the stability... ...for a larger dedicated fund in the coming years. Details... ...collaboration and professional growth. Investor Relations and Fundraising...Summer workWork at officeRemote work
$130k - $150k
Daley And Associates, LLC seeks a Fund Accounting Manager for its Boston office. This role offers significant exposure to investment... ...understanding of private market structures. The position offers a hybrid work model and an approximate base salary of $130K-$150K. #J-18...Work at office- ...functions. This leadership role will offer broad exposure across fund accounting, investor reporting, and partnership accounting. Responsibilities... ...overseeing accounting operations and managing external service providers. The ideal candidate should possess a Bachelor's...
$73.35k - $122.25k
...‑Plus—to support positioning, investor engagement, RFP and RFI submissions... ...Partner with Proposal Services to manage completion of Timberland... ...Contribute to quarterly fund/client reporting and support internal... .... Working Arrangement: Hybrid. Salary range is expected to be...Temporary workWork at officeLocal areaFlexible hours$75k - $90k
Acadian Asset in Boston is looking for an Associate II for Cash Flow & Investor Services. This role supports cash flow management and investor services, requiring 3-5 years of experience in the investment management industry. Ideal candidates will have a Bachelor’s degree...$295k - $420k
...midlevel/senior Asset Management and Investment Funds associate to join the Boston, New York,... ...to providing the highest quality client service. Please contact Jason Marcin, Legal... ...~ Bereavement Leave ~ Hybrid/Remote Work Opportunities ~ Back...Full timeTemporary workWork at officeLocal areaRemote workRelocationFlexible hours$295k - $420k
...level/senior Asset Management and Investment Funds associate to join our Boston, New York,... ..., maintaining the highest quality client service. Operate independently and as part of a... ...Employee Referral Program Bereavement Leave Hybrid/Remote Work Opportunities Back‑up Child/...Temporary workWork at officeLocal areaRemote workRelocationFlexible hours$115k - $130k
...Purpose and Job Summary: The Fund Manager, as part of the larger... ...providing timely and responsive service and meaningful reports and analysis to corporate investors; and (3) manage the fund level... ...associates enjoy the advantages of our hybrid working model with a 3 day in-...Work at officeFlexible hours$110k - $125k
...Investor Relations Associate Boston, MA Beacon Capital Partners is seeking an Investor Relations Associate to join their Investor... ...history activity in the firm's CRM system Conduct market, fund, and performance analysis to support investor communications and...Work at office$95k - $110k
...Finance Associate - Private Credit Leverage Management | Boston Hybrid | $95K-$110K Base + Bonus We're partnering with a leading global... ...facilities, including CLOs, asset‑backed facilities, and fund‑level financing arrangements Liquidity forecasting and cash management...- ...midlevel Asset Management and Investment Funds Associate to join their Boston, MA office... ...experienced lawyers to provide high-quality client service. Engage in active mentoring and assume... ...and CLE Credit Opportunities. Hybrid/Remote Work Opportunities. Comprehensive...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Funds Investor Services Analyst (Hybrid). Be the first to apply!

