Digital Analyst collaborating closely with product teams to improve digital experiences for customers. Utilizing analytical skills to track success metrics and assist in project development.
About the role
- Investor Services Analyst providing client service for Wellington’s investment funds. Coordinating onboarding, fund-related queries, and reporting requirements with a focus on client relations.
Responsibilities
- 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
- 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
- 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)
Job title
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