Investor Services Analyst
Core
Deliver first-class client service and operational support for financial advisor clients invested in Wellington's US registered interval and tender offer funds.
Role type
Investor Services Analyst
Builds
Client account onboarding/offboarding, fund reporting deliverables, and investor data accuracy for commingled pools.
Domain
Investment Management / US Registered Funds
Deliverable
client delivery
Required skills
client service, operations, US Registered/40 Act fund knowledge, project management, business judgement, data accuracy, process improvement
Preferred skills
Python coding, SQL
Technologies
delivery management platform, client portal
Responsibilities
Coordinate administrative aspects of onboarding/offboarding of fund investors, coordinate new deliverables via delivery management platform, complete operational due diligence questionnaires and requests for information, oversee coordination of fund-related queries from clients, communicate fund-related information to investors, provide support for client portal access and password resets
Seniority
Mid-level, hands-on IC
