Fund Relationship Analyst

About the Role The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first‑class client service to clients who invest in Wellington’s sponsored funds. These clients represent endowment, foundation, family office, corporate, and public funds relationships invested in commingled pools including Wellington Managed Funds – US, Wellington Trust Company NA, Wellington Management Funds – Global, and Wellington Alternative Investments. This role will focus on clients invested within Wellington Alternatives Investment Funds (Hedge and Privates). Responsibilities Act as a central point of contact to facilitate and coordinate communication between the Client Group and the Funds Group. Coordinate client account openings and closings, and client reporting requirements with the fund reporting team. Protect the validity and accuracy of the client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. Collaborate with other parts of the business to ensure the client’s requirements are met. Coordinate administrative aspects of onboarding/offboarding of fund investors. Contribute to fund investor specific projects, including system enhancements and process improvements. Oversee coordination of fund‑related queries (e.g., dealing dates, tax, reporting, statements). Communicate fund‑related information to investors. Provide support to fund investors for client portal access and password resets. Support fund documentation changes. Complete recurring tasks such as operational due diligence questionnaires and requests for information. Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team, including documentation of procedures. Qualifications Minimum 2 years of experience, ideally in the investment management industry, in client service or operations. Strong relationship building and collaboration skills and curiosity to learn. Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients. Strong communication and presentation skills. Project management skills, influencing, team orientation, consensus building, and strong quantitative, written and verbal communication skills. IT skills such as Python coding or SQL are an advantage. A college degree is required. Compensation and Benefits Base salary range: USD 80,000 - 150,000. Other rewards may include a discretionary corporate bonus and/or incentives, if eligible. A comprehensive benefit package includes retirement plan participation, health and wellbeing coverage, dental, vision, and pharmacy benefits; a health savings account; flexible spending accounts and a commuter program; an employee assistance program; life and disability insurance; adoption assistance; backup childcare; tuition/CFA reimbursement; and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). Employees are eligible to receive salary, variable compensation, and benefits. Equal Opportunity Employment Wellington Management is an equal opportunity employer. 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 View email address on click.appcast.io. Work Arrangement Employees work from our offices four days a week with flexibility to work remotely one day a week. #J-18808-Ljbffr