Jobs at Wellington Management

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.

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 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.

Lead end-to-end, multi-channel marketing campaigns for private investing (PE, VC, private credit). Develop positioning, messaging, brand narrative, and scalable processes. Manage external agencies, partner with analytics to measure performance, deliver market insights, and collaborate cross-functionally to support fundraising, investor engagement, and content integration.

Lead Wellington's market data program, managing vendor relationships, contract negotiations, onboarding/renewals, inventory and invoice workflows, licensing/reporting compliance, budgeting, and system improvements (Optimize Spend, ServiceNow). Provide stakeholder support, training, and drive process improvements to maximize value and control costs.

Conduct fundamental company, sector and industry research in Apparel & Retail; generate differentiated investment insights and stock recommendations; manage client assets as a Portfolio Manager; build proprietary data sets and valuation frameworks; influence portfolio managers and collaborate across teams to generate alpha.

Lead content strategy, creation, and digital experience for private markets. Produce multi-format thought leadership, manage editorial workflows and compliance, partner with investment, sales, and marketing teams, and optimize distribution and performance using analytics and modern (including AI-enabled) content tools to support fundraising and brand objectives.

Join the Private Climate Investing team to source, diligence, underwrite, and monitor growth-stage climate-tech investments. Responsibilities include market research, financial modeling, due diligence, drafting investment memos, attending management meetings and industry conferences, supporting LP reporting, and performing complex analyses under tight deadlines.

Join the Venture Growth Evergreen team to source, underwrite, and execute growth and venture secondary transactions (LP, GP-led, directs). Core work includes deal-level financial modeling, diligence, drafting investment memos, and collaborating across Private Investments. Requires managing multiple deals in a fast-paced environment and contributing investment insight across sectors.

Lead oversight of quarterly NAV and financial statement processes for assigned private funds, manage capital calls/distributions, cash and fee oversight, and coordinate annual audits. Partner with internal teams and external administrators/auditors, contribute to product launches and process improvements, perform technical accounting research, mentor junior staff, and lead operational and systems projects to support private equity and private credit funds.

Originates, underwrites, structures, executes and monitors privately placed, structured and asset-backed debt securities. Performs collateral and cash-flow analysis, legal documentation review, due diligence, and portfolio monitoring. Develops investment recommendations, oversees covenant compliance and amendments/restructurings, and builds relationships with issuers, banks, sponsors, and internal legal and investment teams.

Support development, launch, and ongoing management of Wellington's 1940 Act fund range. Coordinate stakeholders across legal, compliance, operations, tax, and sales; track launch plans and governance; draft regulatory/disclosure documentation; identify process improvements; support fund changes and ad hoc platform-scaling projects while building subject-matter expertise in US Wealth fund structures and regulations.