Sustainable Investing Co-op

Location: Boston, MA, United States

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

THE COMPANY

Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject- matter expertise.

SUSTAINABLE INVESTMENT

As capital markets and client expectations evolve and change, we have seen increased interest internally and externally in sustainable investment practices and strategies and in Wellington’s internal sustainability efforts. In concert with these shifts, Wellington has launched a number of bottom up initiatives, including starting new investment strategies and working groups focused on climate assessment, environmental, social, and governance (“ESG”) integration, long termism, gender-lens investing, constructivism, and impact investments. We believe it is important to focus even more time and energy on this initiative across our investment, client, and infrastructure platforms. We believe, through these efforts, Wellington can grow its position as a premier partner for sustainable investments to clients worldwide.

The focus of Sustainable Investment is to research and incorporate into our investment decisions the impact of non-traditional financial issues, such as climate change, human rights and stakeholder management. As asset managers we invest in the world we live in. This means fully understanding and cultivating the long-term sustainability of a potential investment. In the long run, we believe that investments that foster a sustainable financial system will also be poised to benefit from it.

This role will be focused on supporting this initiative and will involve working closely with the Sustainable Investment Integrated Solutions team and Client Reporting Services team within InvesTech.

THE POSITION

The Sustainable Investing Co-op will gain exposure to many aspects of the client engagement process and SI regulatory initiatives. The role will partner closely with relationship teams, product management, L&C, and reporting teams to respond to client inquiries and support the design and implementation of commercial and regulatory driven sustainable investment product solutions.

The Co-op will be exposed to the following activities:

The co-op will support business efforts in the area of sustainable investment

Research projects will include understanding the sustainable investment issues most pressing to our clients and third-party assessors, readying the client group for changes in sustainable investment policy and regulation, and driving initiatives to advance our positioning as a sustainable investment leader.

Additional projects may include conducting analysis to support the business strategy for sustainable investment, assistance with client specific analysis, and support of the development of internal trainings, and standard operating procedures for client facing teams on our sustainability initiatives.

Specific responsibilities include: business activity related to:

Sustainable Investment Regulatory Operations

Assist in the execution and delivery of SI regulatory reporting requirements, with an initial focus on Sustainable Finance Disclosure Regulation (SFDR) reporting. Responsibilities may include, but are not limited to, collaborating with our third-party provider to help to ensure efficient processes and procedures, fact-checking regulatory reports, running competitive analysis, and conducting internal assessments on data availability

Meeting minutes for SI Reg Ops work stream meetings, including documenting decisions made

Ad hoc projects as required and as they relate to many complex and varied elements of SI regulatory reporting

Advancing the development of SI KPIs, assist with the SI tagging project, and build out systematic solutions for Salesforce metrics reporting

Lead the review process qualifying, coordinating, and overseeing firm and product-level SI responses on questionnaires (RFI/RFP/DDQs), providing subject matter expertise for SI disclosure language and data analysis related to SI and climate metrics.

Partner with SI reporting team to enhance reporting capabilities over time and manage governance and escalation for complex custom reporting requests. Ensure strategic review and alignment with standard reporting practices while balancing regional priorities, client tiering and growth opportunities.

Additionally, while the role is Sustainable Investment focused, responsibilities will also include non-SI related tasks as need and capacity dictate. These tasks will support the broader Client Reporting Services