The Client Reporting Analyst will work in the Due Diligence Services team within the Client Services organization. This position primarily serves as a resource for relationship teams and clients on mutual fund compliance and regulatory topics, as well as requirements that have client reporting implications. The analyst will work closely with the existing members of the Due Diligence Services team, the US Financial Intermediaries Group, Legal and Compliance, Trading, and others to make sure mutual fund compliance and other regulatory reports and requests are appropriate, well understood, and completed in a timely and accurate manner. In addition, they will interact directly with clients as the primary compliance reporting contact.
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over US$1 trillion in assets under management as of 31 December 2019, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.