Investor Services Analyst

Wellington Management

. Coordinate administrative aspects of onboarding/offboarding of fund investors .

Posted 3/29/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $150,000 per yearWebsite

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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 required

Benefits

Comp & perks

retirement plan
health and wellbeing
dental, vision, and pharmacy coverage
health savings account
flexible spending accounts
commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

pythonSQLoperational due diligencedocumentation proceduresprocess improvementssystem enhancements

Soft Skills

relationship buildingcollaborationability to cope under pressurebusiness judgementsynthesizing complex issuescreative problem solvingcommunication skillspresentation skillsproject managementteam orientation