Wellington Management

Analyst

• 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 improvements

Investor Services Analyst