Fund Governance Analyst
About The Position
Wellington Management is seeking a Fund Governance Analyst to support semi-liquid strategies on its multi-jurisdictional Private Markets platform, which includes Luxembourg, U.S., and Cayman structures. The role supports the platform’s development by coordinating governance activities across an expanding entity structure, providing corporate secretariat support, and helping implement appropriate governance processes and oversight arrangements. It emphasizes process discipline, documentation quality, cross-functional coordination, and management of recurring governance obligations in line with regulatory requirements, internal governance standards, and established control frameworks. The analyst partners with stakeholders across Product Management, Legal, Compliance, Risk, Operations, and Tax, as well as external service providers. The position supports governance framework and policy maintenance; decision, delegation, approval, and escalation arrangements; corporate entity formation and lifecycle administration, particularly for U.S. and Cayman structures; coordination of regulatory filings and oversight obligations; and board and corporate secretarial activities. The role also supports board meeting preparation, documentation of decisions and actions, and director and manager onboarding.
Requirements
- Strong academic track record and ability to learn quickly.
- Strong organizational and time management abilities.
- Ability to execute strategically from start to finish.
- Ability to work independently and as part of a team.
- Professional and proactive attitude, with willingness to learn and grow.
- Effective communication and interpersonal skills, with ability to build strong stakeholder relationships.
- Analytical, critical-thinking, problem-solving, and decision-making skills.
- Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint.
- Ability to prepare and maintain accurate governance documentation, trackers, and reporting materials.
- Comfort working with corporate records, entity management systems, and document management tools.
- Strong interest in corporate governance, compliance, and regulatory matters, especially regarding 1934 Act funds.
Nice To Haves
- Ideally, 1–3 years of experience in asset management, fund governance, company secretarial work, legal operations, compliance, or a related field.
- Exposure to regulated investment funds, alternative investment structures, or multi-jurisdictional fund platforms.
- Familiarity with corporate entity formation, lifecycle management, board administration, or regulatory reporting.
- Knowledge of capital markets.
Responsibilities
- Support the development and maintenance of governance frameworks, policies, procedures, and oversight arrangements, including coordinating periodic reviews and monitoring business or regulatory developments.
- Maintain policy ownership records and coordinate with stakeholders to keep governance documentation current, consistent, and operationally effective.
- Support the development and implementation of policies specific to semi-liquid funds.
- Maintain and implement decision-making, delegation, approval, and escalation arrangements, documenting authorities and approvals across fund, entity, service-provider, investment, distribution, and governance matters.
- Coordinate the formation and ongoing administration of entities, especially within the expanding U.S. and Cayman structure.
- Coordinate with internal stakeholders, external counsel, registered offices, and other service providers; maintain entity and officer information; support document execution; and help keep corporate and statutory records complete and current.
- Support recurring entity lifecycle events, registrations, restructurings, and related activities.
- Coordinate recurring regulatory filings, reporting obligations, questionnaires, and information requests.
- Maintain regulatory and corporate calendars, track submission requirements and deadlines, coordinate information from stakeholders, and support engagement with the external AIFM and other service providers.
- Support board and governance forum operations, including meeting planning, agenda preparation, board materials, written resolutions, minute-taking, and action tracking.
- Ensure decisions, approvals, and follow-up actions are documented, communicated, and retained in accordance with governance standards.
- Support director and manager onboarding and coordination among board members, senior management, internal stakeholders, and external service providers.
Benefits
- Retirement plan
- Health and wellbeing benefits
- 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
- Potential discretionary Corporate Bonus and/or incentives, if eligible
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
