Tim Mccarthy, Cfa Email & Phone Number

Boston, Ma

Define and implement trading relationship management standards across 200+ trading partners to support the effective implementation of 200+ investment strategies Develop processes and informational assets that streamline a comprehensive, coordinated communication strategy to position Wellington as the preferred client related to discretionary resource allocationSponsor projects and critical business initiatives that unlock capabilities and position the firm for future growthLead department-wide analytics initiatives that increase the efficiency of information access and workflow processes, providing tools that leverage expertise leading to increased engagement and impact with the investment teamsCreate multi-year roadmaps aligning internal assets and themes including automation, investment impact, operational improvement, relationship management, supervision, and talent development to the firm’s long-term strategic plans Collaborate with Legal and Compliance to coordinate a growing number of regulatory documentation negotiations with our trading counterpartiesFounded the Global Trading Academy (GTA), a one-year training and skill-building program to provide foundational knowledge of the capital markets to groups throughout the firmIdentify and hire next-generation leaders to increase bench strength, fuel internal promotions and create a sustainable talent pipeline; establish a team culture that thrives in an innovative and performance-driven environment

Responsible for leading our corporate governance engagement efforts and proxy voting activities for over 5,000 companies across the globe. Spearheaded our United Nations-backed Principles for Responsible Investment (UNPRI) signatory effort and establishing a dedicated ESG research effort. The ESG research team subsequently developed and implemented a proprietary ESG rating system to support the investment process and enrich Wellington's engagement activities with CEOs and Directors.

Boston, Ma

Managed commercial relationships with over 400 research providers globally, firm-wide market data services, and counterparty riskDesigned and developed an industry-leading research evaluation process including alternative data platformsMitigated regulatory and reputational risk by designing, developing, and implementing an online research provider due diligence process considered the gold standard in the industryCreated a dedicated counterparty risk effort to manage exposure risks and fulfill our fiduciary duties to clients