Wellington Management

Data Analyst

• Work as an integral part of the Healthcare team, partnering directly with Global Industry Analysts and Portfolio Managers.
• Translate broad investment questions into testable data science workflows and analytical outputs.
• Apply AI and agentic tools to streamline research workflows and contribute directly to investment idea generation.
• Communicate results clearly, including limitations, confidence levels, and interpretation risk.
• Serve as an experienced data science resource across the Healthcare team's coverage areas.
• Rapidly get up to speed on new companies, sub-sectors, datasets, and business models as the need arises.
• Assess and sequence incoming requests based on expected investment impact, feasibility, and how repeatable the resulting work would be.
• Develop differentiated signals and analytical frameworks from alternative and structured datasets relevant to healthcare investing.
• Evaluate dataset quality, coverage, bias, and signal durability.
• Build repeatable tools, screens, and research outputs that can be used across companies and themes within the sector.
• Partner with Data Engineering to productionize high-value signals where appropriate.

Data Science Analyst, Equity Research, Healthcare Team

Client Services Representative

• Provide operational support and solutions to client teams by analyzing and resolving complex issues
• Work with internal and external stakeholders to ensure smooth delivery of services
• Develop breadth of knowledge across investment strategies and market operations
• Develop and implement operational solutions, policies, and procedures
• Identify and implement process improvements and best practices
• Leverage regional expertise to deliver an operating model appropriate for client needs.

Client Service Operations Analyst

Product Analyst

• Take a leading role in project managing the end-to-end process for the prospectus cycles for our various fund ranges and domiciles.
• This includes steps required for new fund approvals and various discretionary and regulatory driven fund changes, working with external Legal counsel and respective regulators to obtain regulatory approval for new funds and prospectus changes.
• Lead and evolve this process for efficiencies as we expand into new distribution markets e.g., most recently Asia retail registrations for cross border UCITS funds.
• Establish consistency and quality across the various fund offering documents, including shareholder notices and help embed a control and oversight process working with multiple stakeholder groups, that includes partnership with legal and external counsel and relevant vendors.
• The ultimate aim is to identify and maintain consistent and improved client friendly outcomes in our disclosure and formal communication.
• Look to enhance the coordination and communication around this process with our impacted stakeholders, by helping to direct the following: Documentation updates (prospectuses, internal governance communications, KIID/KID, regulatory forms, etc) – helping to ensure that all the right documents are generated, consistency of language adopted and delivered on time for the appropriate governance meetings.
• Regulator comments – there can be several rounds of comments, from multiple regulators associated with each submission, running concurrently. This effort also needs to convey a sense of urgency to impacted SMEs as well as ensuring accuracy of responses.
• Client notifications – help draft content and incorporate necessary client communication notice periods into the master scheduling of ‘moving parts’.
• External vendor management – owning the relationship with external vendors responsible for the registration and publication of the prospectus, shareholder notices and other fund documentation.
• Implementation updates – coordinate periodic internal communication summarizing upcoming changes and implementation items to the various stakeholder groups impacted by a new fund and fund changes, bringing in the various SMEs where necessary.
• Together with the WMF Fund Product team, provide general fund expertise and act as subject matter expert to internal stakeholders for client-specific queries that cannot be fielded by client or fund service teams, such as specific information on fund documentation changes and shareholder communications.
• Lead or assist with ad hoc Fund Product projects. These may include: Annual Fee and Prospectus review exercise working with investment teams and industry data to ensure that our fees remain competitive and reasonable and the Prospectus is correctly aligned with how our funds are being managed. Seed capital and share class reviews to ensure that we are being stewards of the firm’s resources. Assist with the management of EMT (European MiFID Template) and EET (European ESG Template) production and dissemination ensuring we provide distributors with the information needed to meet their MiFID II obligations. Aid in commercial and fiduciary reviews of the fund range to ensure that funds are scaling in line with expectations and have a diversified client base.

Fund Product Analyst

Risk

• Maintain and enhance Wellington’s corporate governance framework, including signatory and delegation structures.
• Oversee corporate affiliate Boards and Committees: manage agendas, papers, minutes, actions, and director onboarding.
• Ensure compliance with statutory and regulatory obligations, including maintenance of statutory registers and filings.
• Act as a key advisor to Boards and senior management on governance, regulatory developments, and best practice.
• Promote Board effectiveness through timely, accurate management information and governance reporting.
• Oversee third-party service providers, work in coordination with team members supporting governance globally and ensure governance standards across jurisdictions.

Corporate Governance Manager

• Maintain and enhance Wellington’s corporate governance framework, including signatory and delegation structures
• Oversee corporate affiliate Boards and Committees: manage agendas, papers, minutes, actions, and director onboarding
• Ensure compliance with statutory and regulatory obligations, including maintenance of statutory registers and filings
• Act as a key advisor to Boards and senior management on governance, regulatory developments, and best practice
• Promote Board effectiveness through timely, accurate management information and governance reporting
• Oversee third-party service providers, work in coordination with team members supporting governance globally and ensure governance standards across jurisdictions