Jobs at Wellington Management

Design, build, test, deploy, and support full-stack investment modeling applications. Integrate AI-driven capabilities into investor workflows, collaborate with analysts and QA, own delivery timelines, author technical documentation, and participate in on-call production support.

Provide high-quality administrative and operational support to investment professionals: manage complex calendars, coordinate meetings, arrange domestic and international travel, prepare materials, maintain systems and documentation, use Microsoft tools and Copilot to improve workflows, exercise discretion with confidential information, and support cross-coverage and ad hoc team projects.

Provide high-quality administrative and operational support to investors and investment teams: manage complex calendars, coordinate meetings, arrange domestic and international travel, prepare materials, maintain systems and documentation, enable scalable workflows using Microsoft tools and AI, provide backup coverage, and handle confidential information with discretion.

Lead administration and governance of Microsoft 365, Power Platform, and Copilot Studio. Design, build, and support Copilot agents and Power Platform solutions, establish governance and DLP policies, monitor usage and costs, automate admin tasks with PowerShell/Microsoft Graph, and partner with security, risk, and business stakeholders to enable secure, scalable adoption.

Hands-on technical leader and architect building scalable private investments platforms. Design distributed systems, APIs, and cloud integrations; modernize platforms into modular services; lead end-to-end delivery; mentor engineers; drive AI-assisted development and embed AI capabilities to improve productivity and business workflows while partnering with investment, operations, legal, compliance, and reporting teams.

Conduct quantitative research and build predictive, optimization, and TCA models to improve fixed income execution. Develop production-quality analytics, maintain trading research datasets, partner with traders and technologists, and translate findings into actionable execution decisions.

Lead design and delivery of the firm's derivatives technology platform: architect solutions, enable data transparency/observability, coordinate cross-functional projects, support and train users, enforce testing and quality, and manage project status and issues.

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.

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.

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.

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.

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.

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.

Lead and grow institutional client relationships in Canada by understanding clients investment and servicing needs, conducting portfolio reviews, supporting onboarding, coordinating internal resources, driving retention and cross-sell efforts, and representing Wellington at meetings and conferences.

Lead day-to-day accounting, reporting, and fund operations for semi-liquid open-ended private funds. Oversee monthly NAV process, validate portfolio transactions and valuations, manage fees, investor records, third-party administrators, financial statements, and regulatory reporting. Partner with Product, Investor Relations, Tax, Treasury, Legal, and Investment teams to support liquidity, structuring, and operational readiness. Design and scale operating models, controls, and accounting policies for an evergreen private investment platform.

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.