Fund Governance Analyst

Wellington Management•Boston, MA

9d•Hybrid

About The Position

Wellington Management is seeking a Fund Governance Analyst to join its US Funds team and support the continued development of its US ’40 Act fund platform. The role partners with Legal, Compliance, Product, Risk, Sales, Operations, and Tax stakeholders to support governance, regulatory alignment, and oversight of the firm’s growing 1940 Act fund range. It focuses on process discipline, documentation quality, cross-functional coordination, and oversight of fund events, helping ensure initiatives meet internal governance standards, regulatory expectations, and fiduciary responsibilities. The analyst supports maintenance of policies and procedures, including periodic reviews and updates, and helps document approval authorities, escalation thresholds, governance forums, decisions, and rationales. The position also assists with regulatory filings, corporate and director information, statutory records, board and shareholder resolutions, document execution, and record retention. Board and committee support includes meeting planning, agenda preparation, distribution of materials, minute-taking, and tracking actions. The position is based in Boston or Needham, Massachusetts, depending on preference. Wellington employees work from the office four days per week, with flexibility to work remotely one day per week.

Requirements

Strong academic track record and ability to learn quickly.
Strong organizational and time-management abilities.
Strategic mindset and ability to execute work from start to finish.
Ability to work independently and as part of a team.
Excellent attention to detail and analytical skills.
Professional and proactive attitude, with willingness to learn and grow.
Ability to build strong stakeholder relationships and communicate effectively.
Problem-solving, decision-making, analytical, and critical-thinking skills.
Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint.

Nice To Haves

Ideally 1–3 years of experience in asset management.
Exposure to the US funds industry and experience supporting ’40 Act fund initiatives.
Knowledge of capital markets.
Strong interest in corporate governance, compliance, and regulatory matters.
Coding skills are an asset but are not mandatory.

Responsibilities

Maintain policies and procedures applicable to the ’40 Act fund platform; coordinate periodic reviews and track regulatory or business-driven updates.
Work with Legal, Compliance, Risk, and Product teams to keep policies and procedures accurate, aligned with requirements, and operationally effective.
Support implementation of approved policies across the fund lifecycle.
Document and execute approval and escalation processes for fund-related decisions, including decision authorities, required approvals, escalation thresholds, and governance forums.
Maintain records of approvals, decision rationales, and escalation outcomes.
Support preparation and coordination of regulatory filings, including filings with the SEC.
Maintain accurate corporate and director information in entity management systems and ensure statutory records are complete and current.
Support preparation and administration of board and shareholder written resolutions, document execution, and record retention.
Assist with board and committee meeting planning, agenda preparation, materials distribution, minute-taking, and action tracking.
Coordinate with senior management and stakeholders to document, communicate, and retain decisions, approvals, and follow-up actions.

Benefits

Retirement plan
Health and wellbeing coverage
Dental, vision, and pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life and disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
Eligible employees may receive a discretionary corporate bonus and/or incentives