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 RoleTHE 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? 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.
Skills Required
- University degree earned in 2025 or 2026
- Degree focus in Business, Economics, Finance, or related field
- Demonstrated passion for investment management and markets
- Demonstrated accomplishments in academics, community service, and/or extracurricular activities
- Strong grades in analytical courses
- Strong written, verbal, and interpersonal communication skills
- Creative problem-solving and solutions-oriented mindset
- Proficiency in Microsoft Office (Word, PowerPoint, Excel)
- Well organized, ability to multi-task and attention to detail
- 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
Wellington Management Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Wellington Management and has not been reviewed or approved by Wellington Management.
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Retirement Support — Employer-funded retirement contributions and profit-sharing are frequently highlighted as standout elements of the package. The retirement program is often described as unusually strong and a major pillar of total rewards.
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Healthcare Strength — Medical, dental, vision, and related coverage are characterized as comprehensive and well-regarded. Core health benefits are seen as a meaningful contributor to overall satisfaction.
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Parental & Family Support — Parental leave and family supports are described as generous compared to common U.S. norms. Exact durations can vary by location or role, but family-related time off is consistently called out as a strength.
Wellington Management Insights
What We Do
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives. Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge. This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm. Important disclosure: https://www.wellington.com/en/important-disclosure Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
