Fund Governance Analyst

Wellington Management•Boston, MA

1d•Hybrid

About The Position

The position In support of the firm’s exciting growth opportunity in the US Wealth channel, we are currently seeking to recruit a high-quality Fund Governance Analyst, to join our Funds team in the US. This individual will partner closely with legal, compliance, product and risk stakeholders and support the continued build out of our US Funds platform. Wellington Management sponsors over 300 commingled investment vehicles globally with AUM of over $150 billion. This role will play a key part in delivering against our growing ’40 Act platform by supporting execution, coordination, and analysis across a range of commingled fund initiatives that will be offered broadly to US retail investors through a wide range of financial intermediaries. The Fund Governance Analyst is responsible for supporting the governance framework, regulatory alignment, and ongoing oversight of Wellington’s growing 1940 Act fund range, with a strong focus on process discipline, documentation quality, cross‑functional coordination, and oversight of fund events. This role is intended to expand capacity within the US Funds team and ensuring that fund initiatives are delivered in line with internal governance standards, regulatory expectations, and fiduciary responsibilities.

Requirements

Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint.
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.

Nice To Haves

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

Responsibilities

Policy and Procedure Maintenance: The Fund Governance Analyst plays a key role in the ongoing maintenance of policies and procedures applicable to the ’40 Act fund platform, supporting their accuracy, consistency, and alignment with regulatory requirements and internal governance standards. This includes coordinating periodic reviews, tracking regulatory or business‑driven updates, and working closely with Legal, Compliance, Risk, and Product teams to ensure policies and procedures remain current, clearly articulated, and operationally effective. The role supports the disciplined implementation of approved policies across the fund lifecycle and helps ensure that governance documentation provides a clear and reliable framework for day‑to‑day fund oversight.
Approval Frameworks and Escalation Discipline: A core responsibility of the role is supporting the documentation and execution of clear approval and escalation processes for key fund‑related decisions, ensuring transparency, accountability, and regulatory defensibility. This includes helping to define decision authorities, required approvals, escalation thresholds, and governance forums for matters such as fund launches, material changes, exceptions, and risk or compliance issues. By maintaining robust records of approvals, decision rationales, and escalation outcomes, the Fund Governance Analyst helps ensure that decision‑making processes are well‑governed, consistently applied, and capable of standing up to internal review, audit scrutiny, and regulatory inquiry.
Legal, Regulatory, and Company Administration Support : The role provides hands‑on support for legal, regulatory, and company administration activities across the fund platform, helping to ensure adherence to applicable regulatory obligations and internal standards. This includes supporting the preparation and coordination of required regulatory filings with authorities such as the SEC, maintaining accurate corporate and director information within entity management systems, and ensuring statutory records are complete and up to date. The Fund Governance Analyst also supports the preparation and administration of board and shareholder written resolutions and acts as a coordination point for document execution and record retention.
Board, Committee, and Secretarial Support : The Fund Governance Analyst supports the effective operation of boards and committees by assisting with meeting planning, agenda preparation, materials distribution, minute‑taking, and action tracking. The role helps ensure that decisions, approvals, and follow‑up actions are clearly documented, communicated, and retained in line with governance standards, while coordinating closely with senior management and key stakeholders. Through the provision of administrative and secretarial support, the role contributes to well‑run governance forums, clear decision‑making records, and a strong control environment across the ’40 Act fund platform.

Benefits

retirement plan
health and wellbeing
dental
vision
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 (leave of absence, paid holidays, volunteer, sick and vacation time)