Jobs at Wellington Management

Perform revenue accounting for management and performance fees, support monthly close, reconciliations, collections, and revenue forecasting. Build and validate performance fee models, analyze variances, maintain revenue systems, support audits/tax, and partner with cross-functional teams to improve processes and automate workflows using data tools and emerging technologies.

Support solutions portfolio management and investment research: portfolio oversight, rebalancing, risk and performance analysis, develop strategic asset-class and private-asset assumptions, and contribute to capital market inputs for multi-asset products.

Represent Wellington's investment strategies to financial intermediaries in Italy, drive asset flows, deliver presentations and roadshows, coordinate with portfolio and product teams, support distributors, and lead client engagement and training across multiple asset classes.

Provide high-level administrative and operational support to the Fixed Income Boutiques Leadership Team: manage complex global calendars, coordinate meetings/events and travel, handle expense reports and subscriptions, support onboarding and cross-coverage, assist with projects, research and reporting, and prepare/format presentations while maintaining discretion and strong client-service orientation.

Produce and maintain timely, accurate product and client reports (monthly/quarterly), primarily for Equity and Fixed Income, with a Japan-language focus. Peer-review deliverables, partner with investment and client teams, support customization, and pursue process improvement and automation to enhance reporting quality and client experience.

Produce and maintain high-quality wealth reporting materials (presentations, factsheets, fund commentaries) for APAC private bank and wealth clients. Coordinate with internal stakeholders, support onboarding of reporting requirements, manage templates and processes, use FE FundInfo and other platforms for distribution, peer-review deliverables, and drive reporting standardization and efficiency including automation and AI adoption.

Prepare journal entries, reconciliations, and monthly financial close for legal entities; analyze monthly results; prepare financial statements and regulatory filings; support external audits; identify process improvements; provide ad-hoc financial analysis and reporting to management.

Lead product vision and roadmap for PMS and OMS capabilities supporting portfolio construction, implementation, order management, and execution readiness. Translate strategy into prioritized backlogs, drive cross-functional delivery with Investments, Trading, Ops, Compliance, Risk, Data, and Technology, and measure adoption and business outcomes. Own stakeholder alignment, Agile planning, and identification of AI/analytics opportunities to improve investment workflows.

Entry-level role on the Solutions Product Management team providing analytical support for investment teams and products. Responsibilities include portfolio and market analysis, attribution/risk work, preparing marketing and client materials, reviewing RFPs, responding to client inquiries, supporting workflow automation, and collaborating on client solutions and new investment approaches.

Lead and optimize financing for private credit with focus on commercial real estate debt. Manage financing outreach, negotiate repo/warehouse/subscription and loan-on-loan structures, coordinate post-close compliance, maintain covenant tracking, support operational/process design, and build lender and investor relationships across internal stakeholders.

Support hedge fund investor relations for diversifying strategies by performing portfolio positioning, attribution, risk and exposure analyses; prepare marketing materials, RFP responses, performance commentary and client communications; track allocations and flows; ensure investment data integrity; and collaborate with investment, risk, and client teams to support business management and product development.

Execute emerging market debt trades (hard-currency cash and derivatives) for EMEA accounts, collaborate with portfolio managers and analysts to source liquidity and ideas, gather and disseminate market intelligence, develop trading relationships, enhance execution efficiency while managing regulatory, operational, liquidity and investment risks.

Support ANZ institutional business development and client relationships by coordinating RFPs/RFIs and pitches, onboarding clients, responding to client inquiries, maintaining CRM/Salesforce records, collaborating with internal teams, and keeping abreast of market and client priorities.

Support annual fund financial statement audits and regulatory filings; perform daily/weekly/monthly reporting and client reporting; liaise with auditors, custodians, and fund administrators; drive process improvements, internal controls, and documentation; support fund-related projects and systems efficiencies using IT/BI tools.

Provide high-touch administrative and logistical support to fixed income product teams, including calendar management, meeting coordination, production of client-facing materials and daily reports, data and spreadsheet maintenance, travel arrangements, event coordination, expense and file management, telephone gatekeeping, and backup departmental support.

Cover Southeast Asia, focusing on Singapore private and consumer banking to drive growth across Wellingtonunds and strategies. Manage and develop client relationships (private banks, platforms, insurers, asset managers), support product selection and due diligence, collaborate with internal investment, product, relationship management and marketing teams, contribute to sales strategy and events, and travel regionally to support distribution and client engagement.

Lead and grow Wellington's APAC Institutional business by setting regional strategy, managing country leads, driving client relationships and sales targets, mentoring a regional team, aligning global and regional stakeholders, shaping product and client solutions, and representing the firm at industry forums.

Drive wholesale distribution growth in Germany & Austria by executing sales strategy, providing dedicated intermediary coverage, developing relationships, partnering with Marketing/PR, supporting client events, roadshows and regional travel, and contributing to team strategy and sales planning.

Serve as strategic partner to the CTO to align technology portfolio to business outcomes, manage technology financials and assets, drive agile transformation and change leadership, shape talent and organizational design, and provide executive communications and governance to ensure measurable value delivery.

Support investor services operations for an asset manager, including transaction processing, account maintenance, reconciliations, client reporting and communications, compliance support, and collaborating with investment and operations teams to improve processes.