Investor Services Analyst
$80k - $150kWellington Management Company
- # Investor Services AnalystApplylocations: Boston, MA, United Statestime type: Full timeposted on: Posted Todayjob requisition id: R93537# # **About Us****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.# # About the RoleThe 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 financial advisors, US wirehouses, 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, Wellington US Registered Funds and Wellington Alternative Investments. This role will focus on clients invested within Wellington’s US registered interval and tender offer funds and the successful candidate will be the key point of contact for financial advisor clients.The Investor Services Analyst will work as part of a team responsible for but not limited to: coordination of client account openings and closings, client reporting requirements with the fund reporting team, responsible for protecting the validity and accuracy of the client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Investor Services Analyst is expected to partner closely with other parts of the business such as Internal Wholesalers, Relationship Managers, Fund Services, Fund Reporting and the wider Funds Group team to ensure the client’s requirements are met.Specific responsibilities include but not limited to:* Coordinate administrative aspects of onboarding/offboarding of fund investors* Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures* Complete recurring tasks such as operational due diligence questionnaires and requests for information* Oversee coordination of fund-related queries from clients, adhering to strict SLAs* Communicate fund-related information to investors* Provide support to fund investors for client portal access, password resets etc.* Support fund documentation changes* Contribute to fund investor specific projects, including system enhancements and process improvementsQualifications/AttributesThe ideal candidate for the role will have:* Minimum of 3-5 years experience in the investment management industry, in areas of client service or operations, with experience with US Registered/40 Act interval and tender offer funds* Strong relationship building and collaboration skills and the curiosity to learn* Ability to cope under pressure within a high volume environment* 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 requiredNot 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 View email address on click.appcast.io**.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 80,000 - 150,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
- J-18808-Ljbffr Wellington Management Company
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Investor Services Analyst in Boston, MA vacancy
- ...Venture Investor E14 Fund the fund that has been supporting the MIT startup community for nearly ten years is expanding our team with a new Venture Investor position! If you are passionate about science, technology and entrepreneurship and are eager to help startups tackle...SuggestedWork at office
VC Stack
Boston, MA5 days ago - ...specializing in buyout and growth investments across consumer, commercial services, media, and commerce‑enablement technology. Through a strategic... ...fostering a culture of collaboration and professional growth. Investor Relations and Fundraising Support: Assist in managing...SuggestedSummer workWork at officeRemote work
VC Stack
Boston, MA5 days ago - VC Stack in Boston is seeking an Investment Professional to support investment activities. The role encompasses deal origination, evaluation, and portfolio management. You will work closely with leadership teams and contribute to the firm’s strategic initiatives. The ideal...Suggested
VC Stack
Boston, MA4 days ago - ...INVESTOR , MIT Investment Management Company (MITIMCo) , will aid in managing over $25B for MIT’s endowment, retirement plan, and other capital pools to deliver outstanding long term returns that advance MIT’s research and education by sourcing and screening opportunities...SuggestedPermanent employment
Massachusetts Institute of Technology
Cambridge, MA4 days ago $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 on deal-sourcing, investing, and portfolio management. The successful candidate will manage relationships with portfolio...SuggestedFull timeWork at officeVC Stack
Boston, MA4 days ago- ...Vaco has partnered with our client to hire an experienced Investor Relations Analyst to provide high-level support. Key Responsibilities Serve as a central point of contact for investor and consultant inquiries, coordinating timely and accurate responses across internal...Work at officeLocal area
Vaco Recruiter Services
Boston, MA5 days ago $150k - $200k
...rapidly and continuously pushing the boundaries of innovation. About this role Alumni Ventures is seeking a full‑time, experienced Investor for our Castor Ventures fund family for the MIT community. The role is on a team that invests for the UVA , Georgia Tech , and...Full timeWork experience placementWork at officeRemote workVC Stack
Boston, MA4 days ago- ...VC Stack in Boston is seeking a skilled Head of Investor Relations to lead global investor engagement and fundraising initiatives. This role includes building connections with Limited Partners, managing investor communications, and providing strategic insights to the...
VC Stack
Boston, MA5 days ago - A biopharmaceutical company is looking for an Executive Director, Investor Relations to enhance visibility and credibility in the financial community. Responsibilities include developing investor relations strategies, serving as the point of contact for investors, and...Local areaRemote work
Entrada Therapeutics
Boston, MA5 days ago $95k - $110k
...Bain Capital is seeking a Senior Finance Associate based in Boston to support fund accounting oversight, investor reporting, and operational finance for Bain Capital Tech Opportunities. The role offers room for career growth in a fast-paced environment and involves collaboration...Bain Capital
Boston, MA4 days ago- ...About the role The Investor role is a full‑filled member of the investment team and will advocate for potential investments, discuss strategy, and conduct diligence. We’re looking for someone to push our thinking We’re looking for someone to push our thinking and help...Work experience placementWork at officeWork from home3 days per week
VC Stack
Cambridge, MA5 days ago - ...Energy & Infrastructure (E&I) Credit team, part of Liberty Mutual's $22 billion Global Alternative Markets platform, is seeking an investor to join its growing platform. The E&I Credit team operates within the Alternative Credit group and focuses on credit investments...Work experience placementLocal areaFlexible hours
Liberty Mutual Insurance
Boston, MA3 days ago $150k
...Alumni Ventures seeks a full-time Investor for its Green D Ventures Fund in Boston. This pivotal role focuses on deal sourcing, investing, and managing a portfolio primarily in Seed/A and Growth stages. The successful candidate will develop investment memos, monitor existing...Full timeVC Stack
Boston, MA4 days ago$93.6k - $116.4k
...Y99000 General Electric Company is seeking an IR Program Coordinator to support the Investor Relations Team. This role involves organizing investor engagements, managing calendars, and facilitating communication with stakeholders. Ideal candidates have over 3 years of...Relocation packageY99000 General Electric Company
Boston, MA1 day ago- A nonprofit organization focused on environmental advocacy seeks a Senior Manager for Investor Network, Policy Engagement. This role involves leading policy programs, managing working groups, and engaging with investors and policymakers on climate priorities. The candidate...Remote work
Ceres
Boston, MA2 days ago $64k
...Management is seeking an Associate to join the fund administration team in Boston. The role involves overseeing administrative support and investor relations related to client funds, including data entry, financial reporting, and communication with investors. The ideal...Standish Management
Boston, MA4 days ago$128.7k - $193k
...Wizards of the Coast LLC, part of Hasbro, is seeking an Investor Relations Sr Manager in Boston, MA. This role entails crafting and delivering investor communications strategy, collaborating with high-level management, and engaging with investors to strategically communicate...Wizards of the Coast
Boston, MA1 day ago- ...level Product Specialist in Boston to support their Asset-Based Finance and Structured Credit platform. The role involves creating investor materials, communicating strategy updates, and translating complex credit strategies into clear messaging. Ideal candidates should...
Selby Jennings
Boston, MA4 days ago $82k - $123k
Petra Funds Group is seeking a Credit Accountant to manage essential accounting functions and reporting for their credit platform. This role will work closely with various teams, including Investment and Operations, and allows for process improvement using enterprise AI...Petra Funds Group
Boston, MA4 days ago$292k - $335k
...to lead the development, implementation, and management of our investor relations function. You follow up and follow through, efficiently... ...with biotechnology-focused buy‑side and sell‑side analysts and institutional investors. Develop and maintain proactive engagement...Work at officeLocal areaRemote workEntrada Therapeutics
Boston, MA4 days ago- Transaction Execution Manage multiple projects at a time. Partner with senior team members to support all aspects of deal evaluation including investment framing, credit underwriting, due diligence, structuring and management of the investment committee process. Own the...Work experience placement
- InforCapital, partnership, is seeking an Investor for its Energy & Infrastructure Credit team based in Boston, Massachusetts. The role involves sourcing and evaluating credit investments across energy and infrastructure sectors, performing detailed credit analysis, contributing...
- VC Stack is looking for a Venture Investor to join their team. In this role, you will actively source and support deep tech startups, particularly those connected to the MIT startup community. Your responsibilities include connecting startups to potential customers and...
- ...VC Stack is looking for a motivated Investor Relations Associate to enhance client journeys for Limited Partners and expand relationships. Core duties include managing investor engagement, preparing fundraising materials, and overseeing logistical arrangements for investor...
VC Stack
Boston, MA5 days ago $50k - $85k
Pickle, Jam, & Salsa Kitchen ( is seeking a seasoned Vendor Business Opportunity Investor to help accelerate our growth in the handcrafted food space. LOCATION Work From Home / Local Community Events JOB TYPE Independent Contractor/Franchisee SCHEDULE PT/FT; Flexible RESPONSIBILITIES...For contractorsLocal areaWork from homeHome officeFlexible hours- Crunchbase is looking for a Full Stack Product Manager to enhance value for investors and participants in the venture ecosystem. You will build engaging investor experiences and develop internal AI tools, driving operational efficiency. This role requires hands-on product...Remote work
- ...collaborative culture. Role Overview The Director, US Wealth Investor Services will lead the design, execution, and continuous evolution of... ...Accountable for leading, developing, and coaching a team of analysts and managers, driving performance and ongoing talent...Flexible hours
Wellington Management
Boston, MA2 days ago - ...VC Stack is seeking an Investor to join our investment team in Cambridge, Massachusetts. This role involves advocating for potential investments, discussing strategies, and conducting thorough diligence. We are looking for someone who brings unique insights and has experience...
VC Stack
Cambridge, MA4 days ago - # Investor, Energy and Infrastructure CreditLiberty Mutual InvestmentsAssociateInfrastructureEnergyFull-timeLocationBoston, United StatesDate PostedJune 12, 2026RegionMassachusettsStay ahead of the marketGet instant notifications when new job openings matching "Infrastructure...
- Liberty Mutual is hiring an Investor for their Energy and Infrastructure Credit team in Boston. This role focuses on credit investments across traditional and renewable energy sectors, offering opportunities for meaningful contributions on a high-performing team. The ideal...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investor Services Analyst. Be the first to apply!
