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:

1.    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.
2.    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.
3.    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:

1.    Relationship Building:
•    Build strong relationships with directors and relevant stakeholders.
•    Communicate effectively and maintain good interpersonal relationships.
2.    Problem-Solving and Decision-Making:
•    Find solutions to challenges that the company faces.
•    Make decisions quickly and effectively using analytical skills and critical thinking.
3.    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.
4.    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.
5.    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.

JOB TITLE

Fund Governance & Oversight Manager

JOB FAMILY

Investment Product & Fund Strategy

LOCATION

Needham

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 considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age,