Research Associate

Wellington Management Company, LLP
Boston, USA
25 Feb 2021
27 Mar 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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 55 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.


Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With US$1.2 trillion in assets under management as of 31 December 2020, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative, and inclusive culture because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.


We are seeking qualified candidates to join our Early Career Investor (ECI) Program. The goal of the Program is to support the firm's mission of superior investment performance. Additionally, we endeavor to develop and identify exceptional Early Career Investors (ECIs) to build our pipeline of talented investors. Program participants will play a critical role in assisting experienced analysts and portfolio managers in conducting research and implementing their investment process. The ECI program is global, with hires domiciled out of Boston

Examples of the nature of the work include:
  • Analyzing potential investment opportunities
  • Building and maintaining company financial spreadsheets
  • Modeling sophisticated financial instruments
  • Completing complex analytical projects
  • Researching macroeconomic themes
  • Interpreting company announcements
  • Attending company meetings & conferences
  • Developing & communicating investment ideas in spoken & written form
This is a growth opportunity, with the ability to join a team as platform needs arise and when an ECI has demonstrated readiness. An ECI's career path during and after this period is based upon individual skill, fit and interests. Some ECIs pursue graduate studies upon completion of the Program.

The Program affords a unique opportunity for those individuals who are passionate about and are seeking to continue a career in investment research and investing. Candidates that are successfully hired will join in on the Boston-based in-house training curriculum focused on further developing accounting, financial statement analysis, and financial modeling skills, as well as providing broad exposure to the investors and investment landscape at WMC. This will take place in July 2021.

Supplemental training and career coaching will be provided on a continuous basis throughout each participant's tenure with the Program along with mentorship from senior investors and peers. In addition, participants will be required to pursue the CFA designation to further their financial acumen.


The size of the Program is intentionally kept small to ensure participants receive personalized attention. There is a competitive and rigorous interview process for each applicant.

We are seeking candidates who possess the following experience and characteristics:
  • One to three years of experience in and passion for investing in Fixed Income securities;
  • Intellectually curious and mentally flexible, strong growth mindset, focused on continuous improvement, willingness and ability to take risk, strong learning orientation and willingness to try new things, and a broad, differentiated perspective;
  • Analytical and problem-solving skills: must be able to synthesize disparate information, identify the most important elements, and arrive at a conclusion;
  • Aptitude for building investment science skill sets. While no previous technical skills are needed, we are looking for individuals who are willing to learn and have an interest in the intersection of science and investing.
Other important qualifications include strong academic credentials, consistent track record of achievement, strategic thinking, initiative, humility, and the ability to learn from and collaborate with colleagues. Progression towards the CFA will be viewed favorably. Non-English language skills (especially Asian languages), and a desire/flexibility to work outside the US will be viewed favorably.

To be formally considered for the ECI Program, please see the instructions and requirements outlined below.

Qualified candidates should submit their resume, statement of interest, and research sample via our career site ( See Application Requirements for details. Please note that it is required that all documents submitted be in pdf format. The deadline to apply to his role is Friday, February 19, 2021. Late applicants will not be considered. Applications will be reviewed on a rolling basis.

Please submit your application with supporting documents outlined below.

Statement of Interest

Your statement of interest should address the following topics (1-page limit):
  • Why do you want to continue a career as an investor and how did you arrive at this decision?
  • What traits do you believe are essential to being a successful investor?
  • What aspect of your background best illustrates your ability to grow as an investor?
  • Please tell us something about yourself that is not on your resume.
Current Resume

Sample piece of research (4 pages maximum inclusive of any supporting charts or models)

The purpose of this document is to clearly articulate the rationale for investing in a selected market, security, or theme that you think would add value for our clients. Please submit an investment idea (note; this can be thematic, credit, equity or macro). Incorporated into your research you should include:
  • Brief description of the investment opportunity and how you arrived at it
  • Articulation of the investment thesis (key drivers, valuation, buy/sell recommendation)
  • Supporting data, charts or models
Round One interview process
Behavioral interviews with a Senior Recruiter and the Director of Early Career Investor Development

Round Two interview process
Following a successful Round One interview process, the Round Two interview process will consist of a panel of interviews with senior investors and business leaders and an investment roundtable based on a case study.


Research Associate

280 Congress

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 .

Similar jobs

Similar jobs