Business Associate, Greater China (Hong Kong & Taiwan Institutional)

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 Greater China Client Team in Hong Kong has an opening for a Business Associate (“BA”). This is an entry level role, and the successful candidate will be an integral member of our Hong Kong & Taiwan institutional team, supporting growth and strengthening relationships with our institutional clients.

Commanding relevant industry or internship experience, strong communications, coordination and problem-solving skills, the BA will work closely with the business team on a portfolio of institutional relationships. The BA will assist and partner in the core aspects of business development, relationship management, and client service, including:

• Prospecting – supporting business development managers with live opportunities, RFPs qualifying and coordinating, pitch material coordination, follow ups.

• Client/prospect meeting life cycle – coordination and preparation for meetings – materials, briefing notes, meeting notes, follow ups.

• Servicing - handling clients and prospects’ inquiries on a wide range of topics (product/strategy, portfolio, market/investment queries, servicing, etc.).

• Supporting the relationship managers on complex client deliverables. Providing support in bespoke client requests and non-standard processes.

• Maintaining internal client databases and tracking internal business metrics.

• Supporting external client seminars and other events (logistics, materials, facilitation and analytics, etc.).

• Build their internal network relationships and manage internal stakeholders for effective collaboration.

• Other tasks and projects assigned by the team

The successful candidate will have a passion for learning about the global capital markets. Knowledge of equity, fixed income, and/or multi-asset investment products is highly preferred. Interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical/ problem-solving orientation are required. The successful candidate should be organized, pay strong attention to details, have strong multi-tasking and time management skills.

• University degree holders with 1 to 2 years of relevant working experience or fresh graduates with strong academic credentials
• Degree focus in Business, Economics, Finance, with preference given to candidates who have undertaken postgraduate work or are progressing towards a CFA and/or CAIA
• Demonstrated passion for investment management and markets
• Familiarity with diverse cultures and the ability to collaborate within a diverse environment
• Superior written and verbal communication skills
• Proficiency in Bloomberg and Microsoft Office, specifically in Word, PowerPoint and Excel and the ability to leverage AI tools effectively.
• Proficient in written and spoken English and Chinese (Mandarin and Cantonese); additional language skills (such as Korean) would be a distinct advantage.
• Highly motivated self-starter with a high intellectual curiosity

Qualified candidates should submit:

• Updated CV
• Statement of interest, 1 page, indicating the reason you are interested in the BA role at Wellington
• Unofficial transcript of grades.

All documents should be submitted at one time in PDF format titled with your Last and First name. When you attach your resume, you can also attach your statement of interest and transcript.

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 [email protected].

We believe that in person interactions inspire and energize our community and are essential to our culture. In 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.