Business Associate

at  Wellington Management Company LLP

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

Qualifications

• Bachelor degree earned in 2023 or 2024
• Degree focus in Business, Economics, Finance, or related field preferred, but not required as all degrees will be considered
• Technical proficiency and comfort to learn new technologies and processes with a willingness to ask questions
• Demonstrated interest for investment management and markets
• Demonstrated cross-cultural skills (e.g., language skills)
• Familiarity with diverse cultures and the ability to collaborate within a diverse environment
• Demonstrated accomplishments in academics, community service, and/or extracurricular activities
• Geographic flexibility with global mindset
• Strong grades in courses taken that emphasize analytical skills would be considered a plu

Skills

• Superior written and verbal communication skills
• Highest ethical standards and integrity
• Familiarity with programming languages such as Python, SQL, VBA or similar
• Demonstrated resourceful creative thinker and problem solver
• Well organized, ability to multi-task and detail-oriented
• Strong work ethic and professionalism
• Sharp quantitative, analytical and problem-solving skills with ability to synthesize information
• Highly motivated self-starter with a high intellectual curiosity
• Ability to thrive in a collaborative, fast-paced environmen

Responsibilities working with the Product Management teams include, but are not limited to:

• Provide analytical leverage to the team as well as be a point of contact for a variety of internal constituents regarding inquiries about the investment teams and products under coverage
• Perform analyses related to portfolio positioning, attribution/risk, market trends, competitive positioning, & pricing
• Create/maintain marketing & client materials, review RFPs, respond to client questions, and support automation of workflow
• Collaborate on development of client solutions and new investment approaches
• Execute tasks to support internal operational workflows related to an investment approach (i.e. investor changes, account/portfolio openings, data aggregations, investment guideline creation/maintenance, etc.)
• Support technology development including drafting business requirements and supporting technology adoption

Qualifications

• Bachelor degree earned in 2023 or 2024
• Degree focus in Business, Economics, Finance, or related field preferred, but not required as all degrees will be considered
• Technical proficiency and comfort to learn new technologies and processes with a willingness to ask questions
• Demonstrated interest for investment management and markets
• Demonstrated cross-cultural skills (e.g., language skills)
• Familiarity with diverse cultures and the ability to collaborate within a diverse environment
• Demonstrated accomplishments in academics, community service, and/or extracurricular activities
• Geographic flexibility with global mindset
• Strong grades in courses taken that emphasize analytical skills would be considered a plus

Skills

• Superior written and verbal communication skills
• Highest ethical standards and integrity
• Familiarity with programming languages such as Python, SQL, VBA or similar
• Demonstrated resourceful creative thinker and problem solver
• Well organized, ability to multi-task and detail-oriented
• Strong work ethic and professionalism
• Sharp quantitative, analytical and problem-solving skills with ability to synthesize information
• Highly motivated self-starter with a high intellectual curiosity
• Ability to thrive in a collaborative, fast-paced environment

Application Process - (Please submit the 3 following documents)

• CV
• Statement of interest, 1 page (Why you are interested in Wellington, and something about you that is not in your CV)
• Transcript of grades (Unofficial is accepted)

All documents should be submitted at one time in PDF format titled with your Last and First name. Please upload all documents where asked to attach your CV (or one combined document). You cannot change or update your application after you submit it.
Candidates will be notified of their application status via email after the application deadline. If selected to continue, first round phone screens may be scheduled.
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 .
Job ID R90780