Fund Governance Analyst
About The Position
Wellington Management is seeking a Fund Governance Analyst to join its Fund Governance team and support semi-liquid strategies on its Private Markets platform. The platform 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. The position focuses on process discipline, documentation quality, cross-functional coordination, and recurring governance obligations. It partners with Private Markets stakeholders—including Product Management, Legal, Compliance, Risk, Operations, and Tax—as well as external service providers to support governance standards and applicable regulatory requirements. The role also supports the formation and administration of entities, regulatory and oversight coordination, and effective board and governance forum operations. The position is based in an office-centered flexible work environment: employees work from offices four days a week and may work remotely one day a 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.
- Professional and proactive attitude, with willingness to learn and grow.
- Strong relationship-building, communication, and interpersonal skills.
- Ability to make decisions effectively using analytical skills and critical thinking.
- 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 relating to 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 the governance framework, including policies, procedures, and oversight arrangements.
- Coordinate periodic governance reviews, monitor business or regulatory developments, maintain policy ownership records, and work with stakeholders to keep governance documentation current and operationally effective.
- Support the development and implementation of policies specific to semi-liquid strategies.
- Maintain and implement decision-making, delegation, approval, and escalation arrangements, documenting authorities and required approvals across fund, entity, service-provider, investment, distribution, and governance matters.
- Coordinate the formation and ongoing administration of entities, particularly 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 keep corporate and statutory records complete and up to date.
- Support recurring entity lifecycle events, registrations, restructurings, and other entity-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 coordinate between board members, senior management, internal stakeholders, and external service providers.
Benefits
- Retirement plan
- Health and wellbeing benefits
- Dental coverage
- Vision coverage
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
