Jobs at Wellington Management

Develops and implements investment talent strategy initiatives, including role frameworks, operating models, hiring and assessment processes, development, compensation, and cross-team collaboration. Researches stakeholder needs and data, synthesizes findings, creates recommendations, manages implementation, maintains ongoing processes, and prepares clear decision materials for senior leadership.

Leads business and data analysis for regulatory technology, partnering with Regulatory Reporting, Legal, Compliance, Risk, and Technology teams. Translates regulatory and business requirements into technical solutions, documentation, data mappings, workflows, and test plans. Performs SQL-based analysis, validation, reconciliation, and root-cause investigations; supports SDLC delivery, UAT, production validation, regulatory change, and technology modernization. Coordinates development and consulting teams while improving reporting, compliance monitoring, risk management, and operational controls.

Support Wellington Management’s ANZ Distribution team with client servicing, relationship management, business development, reporting, Salesforce activity tracking, market research, RFI responses, marketing materials, client communications, and onsite planning. The internship provides broad exposure to institutional and wealth management while developing investment management and client relationship skills.

Supports Southeast Asia wealth-client relationships across prospecting, sales lifecycle coordination, RFPs, pitch materials, meetings, inquiries, and follow-ups. Partners with internal teams including portfolio services, legal, compliance, portfolio management, operations, and trading to address client needs. Requires investment-industry analytical experience, strong communication, organization, product knowledge, and interest in global capital markets.

Develop and execute strategic engagement and growth plans for institutional consultants, OCIO providers, and advisory firms across the Western U.S. Build senior relationships, communicate investment strategies, support searches, platform placements, RFPs, finalist presentations, and mandates, and contribute to client retention. Collaborate with portfolio management, product, business development, and relationship management teams while providing market intelligence and advancing commercial opportunities.

Leads the design, development, deployment, and support of Python-based investment modeling services and dashboard applications across the full stack. Sets technical direction for Python and dashboard technologies, provides architectural guidance, integrates AI capabilities, mentors engineers, partners with investment and business teams, and supports production systems. The role requires frontend, backend, data, cloud, DevOps, and database expertise, plus strong communication and experience in financial services or asset management.

Performs independent fair value assessments for private equity investments, late-stage growth companies, pre-IPO issuers, and LP fund interests. Responsibilities include building valuation models, applying ASC 820 principles, reviewing third-party valuations, analyzing market data and legal documents, supporting audits and pricing committees, developing valuation policies and controls, and improving automation across private markets processes. The role also involves stakeholder collaboration with investors, auditors, providers, and portfolio company management teams.

Leads the Global Operations product portfolio across Client Operations, Fund Services, Investment Operations, and Private Operations. Owns product strategy, multi-year roadmaps, prioritization, capacity allocation, investment cases, and measurable outcomes. Directly manages Product Owners, drives agile operating model adoption, and partners with technology and business leaders. Reimagines operational workflows through AI-native approaches, balances transformational initiatives with business-critical services, and resolves cross-platform priorities and dependencies.

Leads the Client Platform technology organization, owning engineering, architecture, delivery, technology strategy, platform investment, AI capabilities, data integration, and governance. Partners with Product Owners and business leaders across institutional, wealth, intermediary, marketing, sales, and client servicing functions. Oversees client-facing technology ecosystems, vendor relationships, contract negotiations, risk controls, and scalable capabilities for wealth distribution, private markets, CRM, marketing, and client engagement.

Manage enterprise and operational risk for Wellington Management’s German entity and EMEA region. Advise senior management and the Board on risk appetite, controls, policies, regulatory compliance, outsourcing, third-party risk, DORA, and operational resilience. Lead risk assessments, incident response, audits, regulatory liaison, governance initiatives, and risk reporting. The role requires substantial German investment-management experience, knowledge of local regulations, strong stakeholder skills, and fluency in German and English.

Provides high-level administrative and operational support to the Head of Human Resources and senior leaders. Responsibilities include complex calendar management, meeting and travel coordination, expense reporting, stakeholder partnership, project tracking, presentation support, performance review coordination, and HR onboarding. The role requires discretion, advanced Microsoft Office and Copilot proficiency, strong organization, proactive problem-solving, and comfort managing shifting priorities in a fast-paced, primarily in-office environment.

Oversee fund audits, financial reporting, management company accounting, regulatory filings, governance, controls, vendor due diligence, and operational risk across Luxembourg, Ireland, and Cayman funds. Manage auditors, administrators, and third-party providers; review financial statements and controls; support UCITS/AIFM compliance; coordinate governance reporting; and lead process improvement and regulatory change initiatives.

Leads business development and relationship management for high-touch institutional banking and insurance clients in Japan. Serves as primary client contact, strengthens retention and expansion opportunities, coordinates internal resources, ensures client mandate compliance, and contributes to new business initiatives. Provides leadership to relationship managers and analysts while supporting broader business projects. Requires extensive investment management experience, strong fixed-income and capital-markets expertise, Japanese-market knowledge, leadership capability, and preferably Japanese-English fluency.

Provides comprehensive administrative and operational support to the CTO and technology leadership team. Responsibilities include complex calendar management, meeting and travel coordination, expense and purchase order processing, stakeholder communication, action-item tracking, onboarding and offboarding support, documentation maintenance, AI-enabled workflow improvement, and department-wide event coordination. Requires strong judgment, discretion, organization, communication skills, and proficiency with Microsoft Office.

Conduct equity research on consumer staples and related consumer companies. Responsibilities include building financial and valuation models, analyzing company fundamentals, consumer and industry data, competitive positioning, pricing, market share, cash flow, and alternative datasets. The associate supports due diligence, identifies investment opportunities and risks, monitors market and company developments, executes analytical projects, and contributes to long and short investment ideas while collaborating with senior analysts.

Lead analysis for investor research technology initiatives, translating investor workflows into functional requirements, user stories, and acceptance criteria. Partner with investors, research analysts, engineers, architects, and product teams to integrate AI, evaluate solutions, facilitate alignment, and support delivery through testing and rollout. Improve research workflows, platform usability, and performance while promoting strong Agile practices.

Support executive compensation programs through reporting, market benchmarking, offer and transfer review, and compensation cycle support. Perform data analysis, participate in third-party surveys, ensure regulatory compliance, maintain compensation tools and frameworks, and support mid-year and year-end reviews and related projects.

Oversee the firm’s GIPS composite governance, construction, maintenance, reporting, and compliance controls. Interpret and implement GIPS standards, maintain Composite Reports, evaluate composite membership and benchmark appropriateness, advise Product Management, participate in the Composite Working Group, and improve related policies, workflows, and controls. The role requires strong analytical, communication, investment, collaboration, and attention-to-detail skills.

Lead planning, governance, and operating-model design for the Infrastructure Platform. Own annual/quarterly planning cycles, scorecard/reporting, and cross-functional risk, issue, and dependency management. Diagnose operating friction, design improvements, drive implementation with leaders, and communicate outcomes to senior executives to ensure strategic initiatives progress.

Supports institutional client and consultant relationships across the Eastern US by preparing presentations, coordinating communications, analyzing accounts, responding to inquiries, maintaining client data, managing RFPs and due diligence requests, and developing prospect pipelines. The role collaborates with business development, relationship management, product, legal, finance, portfolio management, and client reporting teams while ensuring accurate client reporting and account maintenance.