Relationship Analyst, Hedge Fund Group

Wellington Management Company LLP is one of America's largest investment management firms. The firm is headquartered in Boston with seven affiliate offices in the United States and around the world.  With approximately $540 billion in assets under management, Wellington Management manages US, international and global equity, fixed income and multi-asset portfolios for institutional clients and mutual fund sponsors in over 40 countries. 

 

The Hedge Funds Relationship Analyst will broadly supporting the business management and client service needs of the Wellington Hedge Management sponsored hedge funds.  The person who fills this position will work on a wide range of business and investment-related activities including client service, marketing, fund risk analysis, competitive analysis, client reporting, working with outside vendors, and inter-departmental projects. 

 

Specific responsibilities include the following:

? Support and participate in client and prospect meetings

? Work with portfolio managers, Legal Services, Hedge Fund Administration, Tax Services, and other functional disciplines on assigned projects

? Perform analytical work supporting the management and oversight of the hedge funds (performance, risk and portfolio analysis, etc.)

? Resolve systems and operations issues

? Respond to client and prospect inquiries

? Assist in management of cash flow process for the sponsored hedge funds (i.e., review of subscription documents for KYC documentation, coordination with Compliance, Investor Services, and Hedge Fund Administration, etc.)

 

The Relationship Analyst will have considerable contact with our hedge fund investors, prospects, and broad WMC functional disciplines.  While the Relationship Analyst will work in a team-oriented environment, many projects will be self-directed, often under intense deadline pressures.

 

The successful candidate for this position will have strong academic credentials, client relationship skills, demonstrated analytical and writing skills, effective communication skills, and a high level of attention to detail.  All applicants for the position will be required to submit a writing sample.  An understanding of financial assets and financial markets and a sound knowledge of statistics will also be important.  Prior experience in a related position, advanced academic work, and/or progress towards a CFA would be advantages.