Fund Governance Analyst

About the role

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. The position In support of the firm's exciting growth opportunity in the US Wealth channel, we are currently seeking to recruit a high-quality Fund Governance Analyst, to join our Funds team in the US. This individual will partner closely with legal, compliance, product and risk stakeholders and support the continued build out of our US Funds platform. Wellington Management sponsors over 300 commingled investment vehicles globally with AUM of over $150 billion. This role will play a key part in delivering against our growing '40 Act platform by supporting execution, coordination, and analysis across a range of commingled fund initiatives that will be offered broadly to US retail investors through a wide range of financial intermediaries. The Fund Governance Analyst is responsible for supporting the governance framework, regulatory alignment, and ongoing oversight of Wellington's growing 1940 Act fund range, with a strong focus on process discipline, documentation quality, cross‑functional coordination, and oversight of fund events. This role is intended to expand capacity within the US Funds team and ensuring that fund initiatives are delivered in line with internal governance standards, regulatory expectations, and fiduciary responsibilities. Job Description The role partners closely with Wellington Management's '40 Act stakeholder group, including Sales, Product Management, Legal, Compliance, Risk, Operations, and Tax teams, to support the effective implementation of governance standards and regulatory requirements. Specific responsibilities include: Policy and Procedure Maintenance: The Fund Governance Analyst plays a key role in the ongoing maintenance of policies and procedures applicable to the '40 Act fund platform, supporting their accuracy, consistency, and alignment with regulatory requirements and internal governance standards. This includes coordinating periodic reviews, tracking regulatory or business‑driven updates, and working closely with Legal, Compliance, Risk, and Product teams to ensure policies and procedures remain current, clearly articulated, and operationally effective. The role supports the disciplined implementation of approved policies across the fund lifecycle and helps ensure that governance documentation provides a clear and reliable framework for day‑to‑day fund oversight. Approval Frameworks and Escalation Discipline: A core responsibility of the role is supporting the documentation and execution of clear approval and escalation processes for key fund‑related decisions, ensuring transparency, accountability, and regulatory defensibility. This includes helping to define decision authorities, required approvals, escalation thresholds, and governance forums for matters such as fund launches, material changes, exceptions, and risk or compliance issues. By maintaining robust records of approvals, decision rationales, and escalation outcomes, the Fund Governance Analyst helps ensure that decision‑making processes are well‑governed, consistently applied, and capable of standing up to internal review, audit scrutiny, and regulatory inquiry. Legal, Regulatory, and Company Administration Support : The role provides hands‑on support for legal, regulatory, and company administration activities across the fund platform, helping to ensure adherence to applicable regulatory obligations and internal standards. This includes supporting the preparation and coordination of required regulatory filings with authorities such as the SEC, maintaining accurate corporate and director information within entity management systems, and ensuring statutory records are complete and up to date. The Fund Governance Analyst also supports the preparation and administration of board and shareholder written resolutions and acts as a coordination point for document execution and record retention. Board, Committee, and Secretarial Support : The Fund Governance Analyst supports the effective operation of boards and committees by assisting with meeting planning, agenda preparation, materials distribution, minute‑taking, and action tracking. The role helps ensure that decisions, approvals, and follow‑up actions are clearly documented, communicated, and retained in line with governance standards, while coordinating closely with senior management and key stakeholders. Through the provision of administrative and secretarial support, the role contributes to

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