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Boston Trust Walden N.A. Overview

Boston Trust Walden National Association is an independent, employee-owned organization that provides investment management services to institutional investors and private wealth clients. The organization manages approximately $16 billion in client assets.

Boston Trust Walden distinguishes itself in several key ways, including:

• stable, diversified business model serving a variety of client types;
• compelling investment philosophy and excellent track record;
• longstanding leadership in ESG impact investing; and
• corporate culture grounded in shared values, as signified by the organization’s tagline, Principled Investing

Located in the heart of downtown Boston at One Beacon Street, Boston Trust Walden employs approximately 100 individuals. Our structure as an independent, employee-owned organization enables us to make business decisions that align with clients and employees for long-term success. The organization’s structure and size help cultivate a collegial work environment where employees have ownership of their work, contribute to positive client outcomes, and are rewarded for their efforts.

One of Boston Trust Walden’s strategic priorities is to foster a positive workplace, including a commitment to representation, inclusion, belonging, and excellence. The organization believes this commitment is not only the right thing to do but also a matter of good governance and a critical component of long-term business success. When positive workplace values are infused into the workplace environment, the organization and its employees benefit. We strive for excellence, integrity, and accountability and embrace diverse perspectives, backgrounds, and skillsets.

Boston Trust Walden National Association is an Equal Opportunity Employer. We are committed to supporting equal employment opportunity and to promoting a workplace free of discrimination with regard to race, color, religious creed, national origin, genetic information, ancestry, sex, age, sexual orientation, gender identity, gender expression, physical or mental disability, parental status, marital status, veteran/US military status, pregnancy, citizenship status, or other legally protected status.

The organization will make reasonable accommodations in the application process if requested by a job applicant.

Position: Fund Administration Professional

Boston Trust Walden is seeking a Fund Administration Professional to join the Fund Services Team as a Senior Fund Services Analyst. This individual will play a key role in ensuring that fund regulatory and governance items are met consistent with regulatory and organization standards.

As the Senior Fund Services Analyst, you will understand fund regulatory requirements, board meeting planning and production, working across functions and with the third-party administrator as appropriate. This position reports to the Director of Fund Services.

Key Responsibilities

Manage timely deliverables for mutual fund board book production. Manage and coordinate the Adviser board book production. Prepare and present certain quarterly and annual updates to each board. Attend all meetings (videoconference and in-person) and facilitate preparatory meetings for guest presenters. Record Adviser board meeting minutes.

Manage the annual renewal of the advisory agreement (15(c) Questionnaire). Oversee the annual mutual funds audit, production of the semi-annual and annual report, and all other required SEC filings. Coordinate the annual prospectus registration update.

Research and understand the operational impact of new or updated regulatory rules and oversee compliance implementation. Attend industry conferences and webinars.

Perform certain routine operational reports and tasks. Maintain Fund Services procedures and perform periodic reviews.

Provide updates to senior management, including internal and external business partners as needed. Act as liaison with third-party fund administrator.

Qualifications:

Education: Bachelor’s degree or equivalent experience required.

Experience: Minimum of ten years of mutual fund administration and fund services experience. Prior job responsibilities must include experience with mutual fund regulatory and board governance functions.

Attributes : Candidates must have a team-first attitude, be able to perform a variety of mutual fund administration functions, be intellectually curious, and operate with the highest professional and ethical standards. Preferred skills include the following:

• Understanding of regulatory environment and requirements, and board governance
• Knowledge and understanding of mutual fund operations
• Experience documenting procedures, project plans, and processes
• Exceptional oral and written communication and relationship/partnership-building skills, both with team members and other business partners
• Exceptional attention to detail
• Strong analytical skills and ability to work to deadlines
• Ability to independently manage and prioritize multiple tasks and projects

Hiring Range:

$125,000-$140,000 USD annually.

This range accounts for the wide range of factors that inform compensation decisions, including, but not limited to, skill sets, roles, experience, certifications, and education.

Base salary is only one component of Boston Trust Walden’s compensation; our discretionary bonus and profit-sharing plan add to our total compensation package. Boston Trust Walden is proud to offer a competitive benefits package including 90% Employer-Funded Medical, 50% funded Dental, and Vision benefits, Paid Holidays, Sick Time, Volunteer Time, and Parental Leave. We also offer additional benefits, including Tuition Reimbursement, a Commuter Subsidy, an Employer-Contributed HSA, an Employee Assistance Program, and Life and Disability Insurance.

This is a full-time position based in Boston, MA. Boston Trust Walden is currently operating in a hybrid manner with a mix of in-office and remote work. New hires are expected to be on-site 4 days per week for the first 3 months and then 3 days per week thereafter.