Fund Governance & Oversight Analyst

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

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 :

3. Board and Committee Support :

Key Competencies and Skills :

1. Relationship Building :

2. Problem-Solving and Decision-Making :

3. Technical Skills :

4. Qualifications and Soft Skills :

5. Experience and Preferred Knowledge :

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 race, 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.

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 65,000 - 150,000. 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).