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Supports Wellington Management’s private investments legal team across private equity and private credit deal lifecycles, fund formation, legal data tracking, workflow and pipeline tools, recordkeeping, playbooks, confidentiality agreements, and routine transaction agreements. Collaborates with legal, investment, business, operational, and external provider teams while organizing information and improving scalable processes and knowledge management.

Provides comprehensive administrative support to the Investment Grade Private Credit team, including complex calendar management, meeting and event coordination, expense reporting, domestic and international travel planning, relationship management, cross-coverage for executive assistants, and ad hoc project assistance. The role requires strong organization, discretion, proactive problem-solving, multitasking, deadline management, and advanced Microsoft Office skills in a hybrid environment requiring at least four days per week in the office.

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.

Manage end-to-end private equity deal lifecycle including deal approval, execution/settlement, restriction tracking, corporate actions and liquidity events; coordinate cross-functional teams and vendors; analyze legal documentation; reconcile positions and cash; enhance processes, controls and supporting technology; and provide data for performance and reporting.

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.

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.

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.

Lead design, implement, deploy, and support the IBOR backend platform. Build scalable, secure Java/Spring services, develop RESTful APIs, collaborate with analysts, PMs, architects, and QA, and use CI/CD and AI-assisted tools to maintain a business-critical production environment.

Review and advise on marketing materials for registered funds to ensure compliance with Investment Company Act, SEC Marketing Rule, FINRA Rule 2210, and Rule 482. Draft disclosures, conduct compliance testing, monitor regulatory developments, assess marketing compliance risks, coordinate with global compliance teams, deliver training, maintain policies and applications, and support examinations and stakeholder communications.

Supports fixed income product teams through portfolio integrity, performance, risk exposure, market, competitor, product overlap, and capacity analyses. Contributes to investment strategy and client solution development, prepares white papers and presentations, and gradually participates in client and consultant meetings. The role also supports product governance, business planning, pricing, guidelines, and risk management while collaborating with investment, client, and business teams.