Business Associate
Job Summary
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.
THE ROLE
This Business Associate role is an entry level role within the Solutions Product Management team. Responsibilities 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
QUALIFICATIONS
University degree earned in 2025 or 2026
Degree focus in Business Economics Finance or related field preferred but not required as all degrees will be considered
Demonstrated passion for investment management and markets
Demonstrated accomplishments in academics community service and/or extracurricular activities
Strong grades in courses taken that emphasize analytical skills would be considered a plus
SKILLS
Strong written verbal and interpersonal communication skills
Creative problem-solving and a solutions-oriented mindset.
Proficiency in Microsoft Office specifically in Word PowerPoint and Excel
Well organized ability to multi-task and detail-oriented
Sharp quantitative analytical and problem-solving skills with ability to synthesize information
Strong work ethic and professionalism
Highly motivated self-starter with high intellectual curiosity
Ability to thrive in a collaborative fast-paced environment
Not sure you meet 100% of our qualifications Thats 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 .
We believe that in person interactions inspire and energize our community and are essential to our support of this commitment our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Required Experience:
IC
About Company
If Napoleon had met this Wellington, Waterloo would have taken on a whole new meaning: sound asset management. Wellington Management oversees investments for more than 2,000 institutional clients in some 50 countries. It has approximately $620 billion of assets under management. Clien ... View more