Client Analyst
Company: Wellington Management Company, LLP
Location: Boston
Posted on: May 16, 2022
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Job Description:
WELLINGTON MANAGEMENTWellington 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.We are transitioning to a
hybrid work environment where both remote work and the office play
a critical role. Our vision is a future where all employees are
empowered to work flexibly to drive the best outcomes for our
clients. Flexible work is a mindset and a core value. Our employees
are encouraged to work remotely two days a week as a standard
practice and will have flexibility in terms of working hours.
ResponsibilitiesClient Group contributes to Wellington Management's
mission by delivering first class client service to both
institutional clients and mutual fund sponsors. Investor Services
(North America), a team within Client Group, is responsible for
managing service delivery for small and mid-sized clients, driving
resolution of client service matters, responding to client
inquiries and meeting with clients to discuss operational and
servicing related activities. These clients represent endowment,
foundation, family office, corporate, and public funds
relationships invested primarily in commingled pools maintained by
our affiliates, Wellington Managed Funds - US, Wellington Managed
Funds - Global, and Wellington Alternative Investments.The Client
Analyst within Investor Services helps to service our US endowment,
foundation, family office, corporate, and public fund clients who
are invested in pools. In addition, the role requires collaboration
and servicing to 3rd parties; namely investment consultants and
outsourced CIO entities. The Client Analyst plays a critical role
in the relationship management effort by overseeing the client
on-boarding process, managing cash flows, coordinating reporting
and handling complex client and consultant inquiries.The Client
Analyst will participate in a wide range of business and client
service activities that require the cross-functional coordination
with our Investment Products and Services, Client Reporting, Tax,
Finance, Consultant Relations, and Fund Services colleagues. A
successful Client Analyst will help identify areas of operational
efficiency and best practices, exhibit strong business judgment,
and serve as a resource for others on the team.Specific
responsibilities include: Independent coordination of on-boarding
process for new Investor Services clients; liaise directly with
client and their consultant(s) on funding documentationOversee
account closings, restructurings, and custody rule procedures as
neededSupervise the cash flow processes and required
documentationServe as a first escalation point on complex client
questions and issuesCoordinate reporting deliverables, as
neededParticipate in internal projects focused on fund investors,
onboarding's, efficiency (systems), etc.Help to identity areas of
operational efficiency and best practicesQualificationsSpecific
skills and characteristics include: A minimum of 5-8 years industry
related experience is preferredExperience or interest in Hedge
Fund/Alternative products is preferredExperience in family office
and/or UHNW/HNW investor servicing is a plusStrong interpersonal,
verbal, and written communication skillsStrong client service
orientation; ability to handle frequent client contact with grace
and professional judgmentAbility to work in a fast-paced and
team-oriented environment, where priorities change frequently and
deadlines are often under significant time pressureAbility to work
independently, manage, and effectively prioritize multiple tasks
simultaneouslyStrong analytical/problem solving skills and keen
attention to detailSolid work ethic, positive attitude, and strong
business judgmentNot 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
GMCANINQ@wellington.com.PDN-9644e041-50f0-43ad-903e-c774b8680fbc
Keywords: Wellington Management Company, LLP, Boston , Client Analyst, Professions , Boston, Massachusetts
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