Fund Transfer Agency Lead

Wellington Management

Boston, MA, United States
Base: usd 90,000 - 180,000; bonus/equity: not spec...
Fully remote
7+ years of industry experience
Experience with interval and tender offer funds
Strong attention to detail
Wellington Management offers comprehensive investment management capabilities across global capital markets

Job Summary

  • Wellington Management offers comprehensive investment management capabilities across global capital markets.
  • This role focuses on ensuring accurate and efficient shareholder servicing and regulatory reporting.
  • The company fosters a flexible work environment and offers a comprehensive benefits package.

Matching Summary

Wellington Management offers comprehensive investment management capabilities across global capital markets.

Salary

Base: USD 90,000 - 180,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • 7+ years of industry experience
  • Experience with Interval and Tender Offer funds
  • Strong attention to detail

Nice-to-have

  • Proactive nature in developing processes
  • Desire to work in a fast-paced environment
  • Strong communication skills

Key Requirements

  • College undergraduate degree in accounting, finance, or business
  • Experience from an asset manager or fund administrator
  • Progress towards a CPA, CFA, CAIA or MBA is a plus

Work Rights

Not specified

Tailored Resume

Cover Letter