Business Associate

6 months ago

Hong Kong, Hong Kong SAR China Wellington Management Full time

About the Role

The Position

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, Hong Kong/Singapore based program will help you gain insight into our industry, firm and culture, as well as, knowledge of the different business divisions that support our investment functions.

The program is split into two parts: (1) for the first 1.5 years you will be working on your business and technical skill set all while assimilating into the firm, your job and our culture and (2) the second 1.5 years 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 our business need. BAs have successfully transitioned into roles on their current BA teams, onto other teams in the firm and into other offices across the globe. We expect new entrants to join the Business Associate Program upon their graduation.
 

Responsibilities

Responsibilities working with the Product Management teams 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

Execute tasks to support internal operational workflows related to an investment approach (i.e. investor changes, account/portfolio openings, data aggregations, investment guideline creation/maintenance, etc.)

Support technology development including drafting business requirements and supporting technology adoption
 

Qualifications

Bachelor degree earned in 2023 or 2024

Degree focus in Business, Economics, Finance, or related field preferred, but not required as all degrees will be considered

Technical proficiency and comfort to learn new technologies and processes with a willingness to ask questions

Demonstrated interest for investment management and markets

Demonstrated cross-cultural skills (e.g., language skills)

Familiarity with diverse cultures and the ability to collaborate within a diverse environment

Demonstrated accomplishments in academics, community service, and/or extracurricular activities

Geographic flexibility with global mindset

Strong grades in courses taken that emphasize analytical skills would be considered a plus

Skills

Superior written and verbal communication skills

Highest ethical standards and integrity

Familiarity with programming languages such as Python, SQL, VBA or similar

Demonstrated resourceful creative thinker and problem solver

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 with a high intellectual curiosity

Ability to thrive in a collaborative, fast-paced environment

Application Process - (Please submit the 3 following documents)

CV

Statement of interest, 1 page (Why you are interested in Wellington, and something about you that is not in your CV)

Transcript of grades (Unofficial is accepted)

All documents should be submitted at one time in PDF format titled with your Last and First name. Please upload all documents where asked to attach your CV (or one combined document). You cannot change or update your application after you submit it.

Candidates will be notified of their application status via email after the application deadline. If selected to continue, first round phone screens may be scheduled.

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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