Equity Research Associate, Asia Financals
Job Summary
WELLINGTON MANAGEMENT
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 50 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
We are seeking an Equity Research Associate (RA) to join our Global Industry Research Financials team in Singapore. Inthis role you will work closely with a senior Global Industry Analyst to support research coverage of the Asia Financialssector. The ideal candidate is an intellectually curious proactive and collaborative investor with a strong interest in Asianfinancial institutions and the investment management industry. Research is at the core of Wellingtons investment process and this role offers the opportunity to make a meaningful
contribution to the firms ability to generate alpha through differentiated research and deep sector expertise. The positionprovides significant scope for professional development intellectual challenge and long-term career growth within acollaborative global investment platform.
Key Responsibilities
Conduct ongoing fundamental research and due diligence on companies across the Asia financials sectormaintaining a deep understanding of industry developments competitive dynamics and investment implications.
Develop and maintain detailed financial models valuation frameworks peer analysis and industry knowledge tosupport the analysis of existing holdings and prospective investment opportunities.
Attend company meetings industry conferences and other relevant events to develop differentiated insights intoemerging industry trends structural changes and investment opportunities. Partner with the Global Industry
Analyst to translate these insights into actionable research and investment recommendations.
Prepare high-quality written research and communicate investment recommendations to the Global IndustryResearch Financials team and the broader investment platform.
ESSENTIAL SKILLS
We are seeking a motivated and intellectually curious team player with a passion for the Financials sector and investingacross Asia markets. This role is well suited to an individual with strong analytical and financial modelling skills who iseager to contribute to Wellingtons Global Industry Research team.
The successful candidate will thrive in a collaborative investment environment building trusted relationships withcolleagues across global investment teams. They will possess excellent written and verbal communication skills andcontribute thoughtfully to an open and rigorous investment dialogue. A growth mindset characterized by intellectualhumility adaptability and a commitment to continuous learning is essential. They will also bring a global perspective andan independent creative approach to identifying and evaluating investment opportunities across the region.
The successful candidate is likely to possess the following qualifications and characteristics:
Undergraduate degree with a strong academic record.
CFA designation or progress toward completing the CFA Program is preferred.
Approximately 35 years of relevant professional experience in buy-side or sell-side equity research. Experiencein covering the Financials sector is preferred.
Strong financial modelling and analytical skills including the effective use of AI and other investment researchtools to enhance the research process.
Sound judgement a strong work ethic and the highest standards of personal and professional integrity.
A disciplined bottom-up approach to fundamental investment research.
Intellectual humility resilience and the willingness to challenge existing views and learn from mistakes.
Strong interpersonal skills with the ability to build trusted relationships and collaborate effectively acrossexperienced cross-functional investment teams.
Ability to work independently exercise sound judgement and make decisions in situations of uncertainty.
Strong organisational skills and the ability to manage multiple priorities effectively.
Exceptional attention to detail.
Demonstrated commitment to continuous learning and professional development.
Full fluency in spoken and written English is essential; Mandarin proficiency is highly preferred.
JOB TITLE
Equity Research Associate Asia FinancalsJOB FAMILY
Investment Management (IM)LOCATION
SingaporeNot 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 considers all qualified applicants will receive 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