The board
- Hours
- Full time
- Where
- Boston, MA, United States
- Posted
- Sep 15
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.
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent investment management firms. With over USD $1 trillion in assets under management as of 30 June 2025, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries.
What you'd do
- The Analyst will focus on providing support to investment teams, to ensure that investment transactions and holdings are compliant with client guidelines and regulatory requirements
- Reviews Investment Management Agreements, evaluates client guidelines, and maintains the guideline monitoring system, called Sentinel
- Performs real-time, pre-trade support with investors
- Resolves post-trade incident exceptions generated from Sentinel
- The Analyst will work collaboratively with other Guideline Monitoring Analysts, as well as other internal teams, specifically our Global Relationship Teams, Product Management and Portfolio Management
- The Analyst will develop a deep understanding of investment strategies relative to client guidelines and regulatory requirements
What they want
- Candidate must demonstrate a working knowledge of investment types, including equity and fixed income products, and derivative securities
- Prior experience in guideline monitoring, investment operations or compliance, or an understanding of different regulatory regimes would be advantageous but is not required
- Candidate should be energetic, self-confident, and have an inquisitive mind
- An ideal candidate should be a self-starter who is results-driven, and be controls conscious
- Possess strong organizational skills and proven ability to manage assignments with competing priorities
- Exhibit strong interpersonal and communicative abilities
- Demonstrated capability to perform both independently and collaboratively
- Possess excellent attention to detail
- Exhibit strong proficiency in computer skills and digital literacy, particularly with Word, Excel, and similar software applications
- Starts
- 2026-09-15