Wellington Management

Business Intelligence Analyst

• Assist with the annual audit process, including financial statement reviews, and work closely with fund auditors and service providers
• Perform a variety of daily/weekly/monthly centralized activities, such as regulatory filings, client reporting, and management reporting
• Assist with process improvement efforts by helping to identify, develop and implement enhancements
• Respond to internal and external inquiries on a broad array of topics
• Support projects associated with the funds, Wellington’s operational and systems infrastructure and service providers
• Contribute to enhancing internal controls and process documentation
• Develop relationships with Wellington’s centralized teams and external service providers
• Utilize IT skills and knowledge to identify and implement efficiencies where possible

Financial Reporting Analyst, US Funds

Analyst

• Provide centralised coordination of various functions to service clients across various entity types
• Support the Business Development and Relationship Management objectives in their teams working with existing client and/or consultant relationships and prospects
• Ensure that client and/or consultant needs are met and support business development efforts
• Maintain and update client CRM data, analyse opportunities for clients and prospective clients
• Oversee and coordinate the completion of information requests
• Work with internal stakeholders to ensure clients’ expectations are met and deadlines are met
• Prepare high impact presentations of client and prospect presentation materials, briefing books and collateral materials
• Participate in client, consultant and prospect meetings and conference calls
• Act as a point of contact for various groups within client organisations
• Qualify and coordinate RFIs/DDQs/RFPs working with internal teams to ensure proper responses

Relationship Analyst

Full-stack Engineer

• Provide architectural ownership for Salesforce Sales Cloud and Force.com applications
• Collaborate with lead architects to ensure alignment with broader enterprise architecture
• Act as a technical advisor to business partners and product teams
• Establish architectural standards and best practices for development
• Review designs to ensure consistency, maintainability, and platform health
• Partner with delivery teams to ensure architectural intent is met
• Mentor engineers and administrators to raise maturity of Salesforce engineering
• Ensure solutions meet enterprise controls and data protection standards

Lead Salesforce Software Engineer

• provide architectural ownership for Salesforce Sales Cloud and Force.com–based applications
• collaborate with lead architects to align Salesforce designs with enterprise architecture
• act as a senior technical advisor working with business partners
• guide solution design leveraging platform capabilities
• establish and uphold architectural standards and best practices
• review designs and enhancements for consistency and maintainability
• partner with engineers and delivery teams to ensure architectural intent
• mentor engineers and administrators

Marketing

• Build and execute the end-to-end marketing strategy for Wellington’s Hedge Funds platform and product offerings.
• Translate platform strengths into audience-relevant messaging, lead cross-channel activation (content, events, paid media, media relations), and partner with regional Marketing teams to ensure alignment and effective use of high-impact assets.
• Serve as the lead Marketing Strategist for Wellington’s Sustainable Investing platform , aligning global messaging, content, and promotion plans across regions, channels, and stages of the marketing funnel, while enabling localization where needed.
• Ensure materials and communications are audience-targeted and sensitive to evolving regulatory, reputational, and political considerations.
• Lead marketing strategy for Wellington’s flagship strategic client education event program, including agenda development, internal and external communications, and post-event content designed to extend reach, deepen relationships, and reinforce Wellington’s value proposition and investment expertise with key clients and prospects.
• Develop and execute differentiated, forward-looking marketing plans to increase awareness and consideration of our capabilities and create meaningful engagement opportunities with clients and prospects.
• Establish and monitor key marketing performance metrics to generate insights and optimize program effectiveness, applying a data-driven approach to planning, measurement, and continuous improvement.
• Gather and synthesize client, product, channel, competitor, and market insights to inform recommendations and strengthen marketing impact.
• Maintain a broad understanding of competitive offerings, market trends, industry developments, and evolving audience preferences.
• Create targeted messaging and activation plans tailored to distinct investor segments, buyer stages, and regional market needs, partnering with regional Marketing teams to localize content and ensure consistent global messaging.
• Build strong working relationships and collaboration forums across business, Sales, Corporate Communications, and Marketing teams globally.
• Oversee budgets and resources, including annual planning, monthly tracking, and invoice management.
• Manage external partners, including media agencies, advertising agencies, and production vendors.

Global Marketing Strategist

• Supporting growth and strengthening relationships with institutional clients
• Assisting in business development, relationship management, and client servicing
• Coordinating client/prospect meetings and preparing materials
• Responding to client inquiries on various topics
• Working with relationship managers on complex client deliverables
• Building internal network relationships and managing stakeholders for collaboration

• Support growth and strengthening relationships with institutional clients
• Assist and partner in business development, relationship management, and client servicing including supporting territory leaders, coordinating meetings, and responding to inquiries
• Work with relationship managers on complex client deliverables
• Build internal network relationships and manage internal stakeholders for effective collaboration

• Design, develop, and support core components of the Prism platform, primarily in a Java, Spring Boot, AWS based environment
• Own and evolve critical infrastructure services that support firmwide data access
• Partner closely with offshore developers to provide technical direction, code reviews, and production support coverage
• Improve platform resiliency, scalability, and performance for high-volume, low-latency workloads
• Expand AI-driven automation across development, testing, and operational workflows
• Participate in incident response and root cause analysis for availability or performance issues
• Contribute to long-term platform modernization and reduction of operational risk
• Collaborate with application teams that consume Prism to ensure reliable and efficient data access patterns

Software Engineer

• Coordinate administrative aspects of onboarding/offboarding of fund investors
• Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures
• Complete recurring tasks such as operational due diligence questionnaires and requests for information
• Oversee coordination of fund-related queries from clients, adhering to strict SLAs
• Communicate fund-related information to investors
• Provide support to fund investors for client portal access, password resets etc.
• Support fund documentation changes
• Contribute to fund investor specific projects, including system enhancements and process improvements

Financial Reporting Analyst, US Funds

Relationship Analyst

Lead Salesforce Software Engineer

Lead Salesforce Software Engineer

Global Marketing Strategist

Relationship Analyst

Relationship Analyst

Software Engineer

Investor Services Analyst