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This Business Associate role is an entry-level position within Wellington Management's Solutions Product Management team. Responsibilities include providing analytical support, acting as a point of contact for inquiries about investment teams and products, performing analyses on portfolio positioning and market trends, and assisting with client materials and responses. The role also involves collaboration on client solutions and new investment approaches.
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.
THE 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 GMWTalentOperations@wellington.com.
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.
