Jobs at Wellington Management

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.

Build and extend a central research data platform: design/time-series data models, develop Python libraries and services, partner with data engineering and investors, rationalize vendors, enforce data quality controls, participate in code reviews, and drive performance and reliability improvements across the analytics platform.

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.

Project-manage end-to-end launches and lifecycle management of private equity and private credit vehicles. Coordinate cross-functional stakeholders, standardize reporting, track KPIs, oversee fund operations (capital calls, distributions, liquidity), and drive process improvements to scale fundraising and product initiatives.

Provide high-level administrative and operational support to an Investment Platform team: complex global calendar management, meeting/event logistics, travel and expense coordination, report generation, cross-coverage for other assistants, and ad hoc project support while maintaining discretion and professional service.

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.

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 scale the U.S. Wealth investor servicing function for alternatives and traditional products. Own end-to-end investor lifecycle, define servicing operating model, manage KPIs and SLAs, drive efficiency via process and technology, and partner cross-functionally to support onboarding, subscriptions/redemptions, transfer agency, and advisor experience while ensuring compliance and risk management.

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.

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.

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.

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.

Lead integrated marketing strategy and execution for Hedge Funds and Sustainable Investing, including content, events, paid media, PR, and measurement. Collaborate with global marketing, sales, and investment teams, manage budgets and external agencies, gather market and client insights, and optimize programs using data to drive awareness, engagement, and business growth.