Fund Governance Analyst

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

In support of the firm’s continued investment in the Private Markets platform, we are seeking to recruit a high-quality Fund Governance Analyst to join our Fund Governance team to support us on semi-liquid strategies.  

The Private Markets platform is multi-jurisdictional comprising of Luxembourg, U.S., and Cayman structures. This role will play an important part in supporting the platform’s development by coordinating governance activities across its expanding entity structure, providing corporate secretariat support, and contributing to the implementation of appropriate governance processes and oversight arrangements. 

This role will have a strong focus on process discipline, documentation quality, cross-functional coordination, and the effective management of recurring governance obligations. The role is intended to expand capacity within the Fund Governance team and help to ensure that the Private Markets activities are supported in accordance with applicable regulatory requirements, internal governance standards, and established control frameworks. 

Job Description 

The role partners closely with Private Markets stakeholders, including Product Management, Legal, Compliance, Risk, Operations, Tax, and relevant external service providers, to support the effective implementation of governance standards and applicable regulatory requirements for our semi-liquid funds.  

Specific responsibilities include: 

• Governance Framework and Policy Maintenance: The Fund Governance Analyst supports the continued development and maintenance of governance framework, including relevant policies, procedures, and oversight arrangements. This includes coordinating periodic reviews, monitoring business or regulatory developments, maintaining policy ownership records, and working with key stakeholders to ensure governance documentation remains current, consistent, and operationally effective. The role also supports the development and implementation of semi-liquid specific policies and helps maintain a clear and reliable framework for day-to-day platform oversight. 

• Decision, Delegation, and Approval Frameworks: A core responsibility of the role is supporting the maintenance and implementation of clear decision-making, delegation, approval, and escalation arrangements. This includes documenting decision authorities and required approvals across fund, entity, service-provider, investment, distribution, and governance matters.  

• Corporate Entity Formation and Lifecycle Support: The role provides hands-on support for the formation and ongoing administration of entities, with a particular focus on its expanding U.S. and Cayman structure. Responsibilities include coordinating with internal stakeholders, external counsel, registered offices, and other service providers; maintaining accurate entity and officer information; supporting document execution; and helping ensure that corporate and statutory records remain complete and up to date. The role also supports recurring lifecycle events, registrations, restructurings, and other entity-related activities. 

• Regulatory and Oversight Coordination: The Fund Governance Analyst assists with the coordination and oversight of recurring regulatory filings, reporting obligations, questionnaires, and information requests applicable. This includes maintaining regulatory and corporate calendars, tracking submission requirements and deadlines, coordinating information from relevant stakeholders, and supporting engagement with the external AIFM and other service providers. The role helps ensure that recurring obligations are appropriately documented, monitored, and completed in accordance with applicable requirements. 
   

• Board and Corporate Secretarial Support: The Fund Governance Analyst supports the effective operation of boards and governance forums by assisting with meeting planning, agenda preparation, board materials, written resolutions, minute-taking, and action tracking. The role helps ensure that decisions, approvals, and follow-up actions are clearly documented, communicated, and retained in accordance with governance standards. It also supports director and manager onboarding and contributes to effective coordination between board members, senior management, internal stakeholders, and external service providers. 

Key Competencies and Skills: 

Relationship Building

• • Build strong relationships with relevant stakeholders.

• • Communicate effectively and maintain good interpersonal skills. 

Problem-Solving and Decision-Making: 

• • Make decisions quickly and effectively using analytical skills and critical thinking. 

Technical Skills: 

• • Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint. 

• • Ability to prepare and maintain accurate governance documentation, trackers, and reporting materials. 

• • Comfortable working with corporate records, entity management systems, and document management tools. 

Qualifications: 

• • Strong academic track record and a fast learner. 

• • Strong organizational and time management abilities. 

• • Strategic mindset with the ability to execute from start to finish. 

• • Ability to work independently and as part of a team. 

• • A professional and proactive attitude with a willingness to learn and grow. 

Experience and preferred knowledge: 

• • Ideally, 1–3 years’ experience in asset management, fund governance, company secretarial work, legal operations, compliance, or a related field. 

• • Exposure to regulated investment funds, alternative investment structures, or multi-jurisdictional fund platforms would be beneficial. 

• • Familiarity with corporate entity formation, lifecycle management, board administration, or regulatory reporting would be an advantage. 

• • Knowledge of capital markets. 

• • A strong interest in corporate governance, compliance, and regulatory matters (especially on 1934 Act fund).  

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: