About Us

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.

About the Role

Overview

As a member of the Private Investments Legal Team, the Legal Associate will work closely with a global team of other Legal Associates and Counsel to support our firm’s growing privates business. We are looking for someone who is inquisitive and motivated to learn about private markets and the funds industry.

RESPONSIBILITIES

Indicative responsibilities will include the following:

Fund Documentation

• Coordination and assistance with documentation to facilitate fund launch and ongoing maintenance, including fund offering documents, limited partnership agreements and fund contracts (e.g., depositary agreements, admin agreements, IMAs, registrar and transfer agency agreements, global distribution agreements)

Fund Investor Onboardings

• Providing legal support in relation to fund investor onboardings and negotiations
• Handling ad hoc queries in relation to RFPs/DDQs

Selling and Marketing, including Fund Distribution

• Assisting with the review and negotiation of distribution, intermediary, and platform agreements
• Creating and maintaining standard form distribution agreement checklists or templates
• Supporting the funds’ country registration team and collaborating with compliance and business colleagues on the development and maintenance of global distribution policies and procedures

Workflow/Process Management

• Lead or contribute to the evolving design and execution of team processes, workflows and fund pipeline management tools
• Synthesize and organize information, create team reference tools, and assist with enhancing and maintaining team recordkeeping practices

Governance/General

• Ad hoc assistance with company secretarial matters, including fund and investment vehicle formation work
• Assistance with strategic projects or other legal support matters as needed

QUALIFICATIONS

A successful candidate is likely to have:

• 5+ years’ experience supporting investment funds in an in-house legal team or private practice environment
• Demonstrable working knowledge of the asset management industry, ideally with experience of closed-ended products
• Excellent interpersonal skills with the ability to work both independently and collaboratively in a team-oriented, global, and cross-functional environment
• Highly organized and detail-oriented with the ability to prioritize and manage competing deadlines in a fast-paced environment
• An energetic approach, willing to take ownership, think creatively and initiate projects that lead to improved scalable workflows and knowledge management for a growing team and business line

• A growth mindset and intellectual curiosity, open to developing new skills and assuming new responsibilities as needed

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 GMWTalentOperations@wellington.com.

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:

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)