Job Description

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About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About The Role

POSITION

This analyst role, working in collaboration with other analysts and managers of the global Fund Risk & Governance Department, will contribute to both ongoing initiatives and new projects focused on Americas fund governance. The role will also work closely with a variety of other internal and external professionals, including those within the Product team, Legal & Compliance, Fund Services, and Tax, in researching internal information and regulatory, fund, & corporate requirements. The range of funds covered include hedge funds as well as funds investing in fixed income and equity instruments. As you gain experience and demonstrate your capabilities, you can progress to managerial roles and further develop cross-functional collaboration.

Core Responsibilities And Duties

• Corporate Governance:
• Assist in drafting and maintaining governance templates, policies, and procedures for 40 Act funds as well as for funds in Cayman and Bermuda.
• Ensure compliance with the Investment Company Act of 1940 and other relevant regulations.
• Maintain and update the governance framework to align with regulatory changes and best practices.
• Prepare and file necessary documents with regulatory bodies such as the U.S. Securities and Exchange Commission.
• Company Administration:
• Keep corporate information and directors’ details up to date on the entity management system and elsewhere.
• Maintain statutory records.
• Support the preparation and administration of board and shareholder written resolutions. Act as primary contact for document execution.
• Board and committee support:
• Plan and manage board meetings.
• Prepare meeting agendas, distribute materials, and record meeting minutes.
• Ensure effective communication and documentation of decisions made during meetings and draft regular reporting.
• Coordinate with senior management.

Key Competencies And Skills

• Relationship Building:
• Build strong relationships with directors and relevant stakeholders.
• Communicate effectively and maintain good interpersonal relationships.
• Problem-Solving and Decision-Making:
• Find solutions to challenges that the company faces.
• Make decisions quickly and effectively using analytical skills and critical thinking.
• Technical Skills:
• Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint.
• Coding skills are an asset but not mandatory.
• Ability to understand, manipulate, and correctly report on various kinds of data.
• Qualifications and soft skills:
• Strong academic track record and a fast learner.
• Strong organizational and time management abilities.
• Strategic mindset with the ability to execute from start to finish.
• Ability to work independently and as part of a team.
• Excellent attention to detail and analytical skills.
• A professional and proactive attitude with a willingness to learn and grow.
• Experience and preferred knowledge:
• At least five years’ experience in governance, compliance, legal, or similar regulatory function and prior experience with the governance of 40 Act funds.
• Knowledge of capital markets.
• A strong interest in corporate governance, compliance, and regulatory matters.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected] .

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 100,000 - 225,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of 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 culture of inclusivity 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. We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

For more information, please visit (

If you have questions about this posting, please contact [email protected]

Job Tags

Full time, Remote work, Flexible hours, 1 day per week,

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