Investment Shared Service Analyst

Boston, MA 02210

Posted: 01/09/2019 Employment Type: Contract Specialty: Accounting & Finance Job Number: 82802

A leading investment management firm in Boston, MA is seeking an Investment Shared Service Analyst to join their team. This contract role pays up to $32/hr – apply today!

Contract Employee Benefits:
  • Health and Dental
    • Contract employees are eligible for subsidized health and dental insurance coverage upon completion of 120 hours on assignment within four (4) consecutive weeks working a minimum of thirty (30) hours per week.
  • Paid Sick Leave
    • Contract employees who are employed to work in the Commonwealth of MA may accrue and use up to forty (40) hours of paid sick leave per calendar year in increments of no less than one (1) hour.
  • 401(k) Plan
    • Regularly recruited contract employees, who are U.S. citizens aged twenty-one (21) or older, are eligible to contribute to KNF&T’ s retirement savings plan with Fidelity Investments.
  • Short Term Disability
    • Contract employees are eligible for subsidized short term disability, covering up to 12 weeks of a disability including maternity leave.
  • Free Training
    • KNF&T uses a state of the art e-Learning software training system. We encourage all our contractors to take advantage of this training, which is available 24 hours a day, 7 days a week.

Responsibilities for the Investment Shared Service Analyst:
  • Work with multiple custodian and prime brokers to obtain and complete country opening documents for fund launches and/or one off market requests
  • Manage all markets needed for fund launches across all WFG funds
  • Oversee the documentation markets and complete paperwork as needed
  • Manage signatures and mailing of documents to custodians/prime brokers
  • Oversee the expense payment process for Wellington Fund Services
  • Liaise with custodians, fund administrators and other service providers on their invoices
  • Review invoice payment instructions and coordinate signatory execution
  • Manage 3rd party business process outsourcing provider (BPO), handling a variety outsourced end-to-end processes as well as component processes
  • Facilitate the outsourcing of additional processes and/or workflows to the BPO
  • Oversee processes executed by the BPO, ensuring that service level agreements (SLA) are met timely
  • Apply for new fund Legal Entity Identifiers (LEI’ s) as well as manage renewal process for the three Wellington Fund Services groups
  • Review documents/agreements to onboard participants for business teams; working with Client Services teams to ensure full/appropriate completion of documents
Requirements for the Investment Shared Service Analyst:
  • Bachelor’ s Degree, preferably in accounting, finance, or business
  • 1+ years of fund operations experience
  • Strong technology skills, such as experience working with or developing databases (e.g. Microsoft Access/Oracle)
  • A natural inclination to innovate processes and find the most efficient way to perform repeatable tasks
  • An ability to synthesize information quickly as well as to identify, research and resolve unfamiliar issues
  • Experience working with vendor products and technology
  • Strong analytical skills with attention to detail
  • A client service mindset and excellent communication skills
  • A team oriented attitude, a natural curiosity to learn, and a desire to increase their contribution to the team
  • A natural inclination to innovate processes and find the most efficient way to perform repeatable tasks
  • Detailed markets knowledge a plus
  • Must be eligible to work in the U.S. without sponsorship                     

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