Research Associate-Early Career Investor Development Program

Wellington Management Company, LLP
Boston, USA
25 Jul 2021
29 Jul 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 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.



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. 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 successful candidate being placed on the Investment Grade credit research team for at least the initial two years of the up to five year program. 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 their career in investment research. Candidates that are successfully hired will join in on the Boston-based in-house training curriculum focused on 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 experienced investors and peers. In addition, participants will be required to pursue the CFA designation to further their financial acumen.


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 that 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.


Research Associate-Early Career Investor Development Program

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 .

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