Senior Fund Controller & Operations Leader (Hybrid)

CFA Institute; Boston (MA); Hybrid; USD 80,000 - 150,000; Full time

Job summary

Wellington Management invites a Senior Fund Controller to join their operations team. You will oversee fund accounting, valuation, and capital activity across diverse funds, collaborating with technology and external partners to strengthen controls and automate processes.

The role emphasizes deep technical accounting knowledge, data analytics, and cross‑functional leadership to support client outcomes in a global, hybrid work environment.

Qualifications

• Bachelor's degree in accounting, finance, economics, information systems, or related discipline.
• Baseline GAAP knowledge and fund accounting principles.
• Experience with mutual funds, hedge funds, and other investment products is a plus.
• Strong analytical, problem solving, and stakeholder management skills.
• Progress toward MBA or CFA is considered a plus.

Responsibilities

• Oversee fund accounting activities and valuation processes.
• Review trial balances, accruals, receivables and payables for accuracy.
• Analyze complex securities, derivatives, and alternative investments.
• Support valuation governance and prepare materials for governance meetings.
• Develop dashboards and reporting tools for transparency and monitoring.
• Collaborate with Technology, Operations, and external auditors to improve controls.

Skills

Analytical thinking

Interpersonal skills

Stakeholder management

Problem solving

Attention to detail

MBA progress / CFA a plus

Education

Bachelor's degree in accounting, finance, economics, information systems, or related discipline

MBA or CFA a plus

Tools

SQL

Excel

Tableau

Alteryx

SharePoint

Python

Job description

Wellington Management invites a Senior Fund Controller to join their operations team. You will oversee fund accounting, valuation, and capital activity across diverse funds, collaborating with technology and external partners to strengthen controls and automate processes.

The role emphasizes deep technical accounting knowledge, data analytics, and cross‑functional leadership to support client outcomes in a global, hybrid work environment.