Business Associate Program

Wellington Management Company, LLP
Boston, USA
01 Aug 2022
31 Aug 2022
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 transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.
The Business Associate (BA) Program is an exciting pathway into our firm for graduating, undergraduate Bachelor's students who are interested in the variety of career opportunities available in the investment management industry. This three-year, Boston based program will help you gain insight into our industry, firm and culture, as well as, knowledge of the many different business divisions that support our investment functions.

As a Business Associate the first half of the program will be about developing your business and technical skillset all while assimilating into the firm, your job and our culture. The second half of the program, you will be discovering your long- term fit here at the firm and will be placed into positions across the firm that are complementary to your skills, interests, and business needs. BAs have successfully transitioned into roles on their current BA teams, onto other teams in the firm and into other offices (here in the US and across the globe.)
Department: Client Platform
The Client Platform is one of the firm's three platforms, is comprised of over 600 employees globally, and is responsible for aligning the firm's investment expertise with client needs now and in the future. As a Business Associate, you will have the opportunity to work within one of the following functions that sit within the Client Platform: Client Group, Competitive Intelligence, Investment Products & Fund Strategies Business Management team, or Investment Products & Fund Strategies - Product Management (details below). These roles are well suited for someone who is seeking to learn about the investment industry broadly, work collaboratively across functions, and build business management, project management, and analytical skills. Working in these roles requires a high degree of intellectual curiosity, attention to detail, written & verbal communication skills, proactivity, and enthusiasm. Specific assignments will be determined based on business need and career interest.

Role: Competitive Intelligence

The Competitive Intelligence team enhances the firm's product, market, and business intelligence to better prepare and position our personnel for client, consultant, and prospect conversations, which in turn will allow us to more effectively grow the top-line and better defend existing mandates. The team also aims to provide digestible and actionable information so leaders across the firm can make more-informed decisions and set priorities more effectively (e.g., assess the commercial viability of product ideas being considered for development). To accomplish these objectives, team members are in-house experts on a variety of third party and Wellington-designed analytical applications, and focus on automation and scalability wherever possible.

Responsibilities of a BA working within Competitive Intelligence may include, but are not limited to:

• Provide market, investment, business, and competitive intelligence to better prepare and position our personnel for client, consultant, and prospect meetings & discussions

• Complete analytics-related projects under tight time constraints by using internal and third-party systems

• Act as a technical and systems resource on the team by developing detailed and in-depth knowledge of various in-house and third-party applications (e.g., Excel, Barra, eVestment, Enterprise Reporting, FactSet, IQT, Morningstar Direct, Performance Reporter, etc.)

• Liaise between the business and the technology groups to provide specifications, help develop and test the applications/reports, and ensure timely deliveries

• Work with the team to create business reporting solutions that maximize the use of automation so teams across the firm are spending more time on data analysis and less time on data retrieval and consolidation - as part of this effort, we have developed and will develop new reports and tools that allow us and teams across the firm to work more efficiently

• Collaborate on ad hoc cross-functional projects/initiatives

• Undergraduates from all majors graduating with a Bachelor's degree between August 2021 - December 2022

• Demonstrated interest for investment management

• Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel

• Demonstrated accomplishments in academics

• Proven leadership experience and participation in community service and extracurricular activities

• Superior written and verbal communication skills

• Highest ethical standards and integrity

• Well organized, ability to multi-task and detail-oriented

• Strong work ethic and professionalism

• Sharp quantitative, analytical and problem-solving skills with ability to synthesize information

• Highly motivated self-starter, who knows how to take initiative, and has a high level of intellectual curiosity

• Ability to thrive in a collaborative, fast-paced environment

Application information can be found via the job application page ( > Careers > Campus Programs > View Jobs):

For any questions, please email For issues, please use our website's career email
Qualified candidates must submit:

• Résumé, 1 page length

• Statement of interest, 1 page length, indicating: (a) why you are interested in Wellington and (b) why you are interested in Competitive Intelligence

• Unofficial transcript (condensed to a few pages, please don't send >5 pages)

All documents should be submitted at one time, bundled in PDF format titled with your Last and First name. You will submit on Workday where it says Resume/Cover Letter. Please note that you cannot change or update your application after you submit it.

We are excepting applications on a rolling basis.

Qualified candidates will be notified of their application status on an on-going basis. If selected to continue, first round phone screens may be scheduled with a Campus Recruiter. Final round interviews will take place virtually.

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 .

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