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 Executive Assistant will provide support to the Investment Grade Private Credit team within the firm’s Investment Platform. The ideal candidate is a proactive, motivated professional who wants to contribute to a dynamic area of business growth. Strong organizational, multi-tasking skills and excellent attention to detail along with outstanding service-orientation, mature judgment, and independent problem-solving, are imperative. This EA will be highly collaborative with a strong work ethic and the capacity to prioritize in a deadline-driven environment.
About the team:
Investment Grade Private Credit is a rapidly growing area of the investment business that provides customized financing to high-quality borrowers outside of the public bond markets. The team partners across investment, research, and client functions to source and manage private credit investments for clients.
RESPONSIBILITIES
The Executive Assistant will manage the overall daily support needs of Privates Investment team members:
Calendar Management: Coordinate complex and proactive scheduling across multiple time zones for a global team.
Meeting & Event Coordination: Organize logistics for internal and external meetings, offsites, and special events.
Expense Management: Prepare and submit accurate expense reports in a timely manner, and review and approve expenses on behalf of the team.
Travel Arrangements: Plan and book domestic and international travel, including detailed itineraries and accommodations.
Relationship Building: Develop and maintain strong collaborative relationships with multiple internal and external constituencies
Team Support: Provide cross-coverage and backup support to other Executive Assistants and leadership teams as needed.
Project Assistance: Support ad hoc projects for both the immediate team and broader firm leadership.
QUALIFICATIONS
Minimum 3 – 5 years of experience in a complex, global professional environment; experience in the investment management industry will be viewed favorably
Advanced proficiency in MS Office (Word, Excel, Outlook, OneNote & PowerPoint) with an ability and desire to learn new technology to drive efficiencies
Willingness to learn, use, and develop internal systems that help the function
Outstanding interpersonal and communication skills, plus high level of reliability, professionalism and discretion
Strong service orientation and proactive problem-solving skills
Excellent organizational, multi-tasking, and prioritization abilities
Fastidious detail orientation and overall work quality
Ability to work under deadlines and to accommodate last-minutes changes
Positive, can-do attitude; flexibility; sense of humor
Undergraduate degree with strong academic credentials preferred
The firm’s current hybrid working policy is minimum 4 days per week in office
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].
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 60,000 - 110,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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
- Minimum 3–5 years of experience in a complex, global professional environment
- Experience in the investment management industry
- Advanced proficiency in Microsoft Word, Excel, Outlook, OneNote, and PowerPoint
- Willingness and ability to learn and use internal systems
- Outstanding interpersonal and communication skills
- High reliability, professionalism, and discretion
- Strong service orientation and proactive problem-solving skills
- Excellent organizational, multitasking, and prioritization abilities
- Strong attention to detail and work quality
- Ability to work under deadlines and accommodate last-minute changes
- Positive, flexible, can-do attitude with a sense of humor
- Undergraduate degree with strong academic credentials
- Ability to work at least four days per week in the office under the firm's hybrid policy
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.
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