Business Development Associate
4 weeks ago
About the Opportunity
The Business Associate (BA) Program at Wellington Management 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 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; (2) the second 1.5 years 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.
Responsibilities include:
- Providing analytical leverage to the team and being a point of contact for internal constituents regarding inquiries about the investment teams and products under coverage;
- Performing analyses related to portfolio positioning, attribution/risk, market trends, competitive positioning, and pricing;
- Creating/maintaining marketing and client materials, reviewing RFPs, responding to client questions, and supporting automation of workflow;
- Collaborating on development of client solutions and new investment approaches;
- Executing 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.);
- Supporting technology development, including drafting business requirements and supporting technology adoption.
To succeed in this role, you should have:
- Bachelor's degree earned in 2023 or 2024;
- Degree focus in Business, Economics, Finance, or a related field preferred but not required;
- Technical proficiency and comfort with learning new technologies and processes;
- Demonstrated interest in 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 a global mindset;
- Strong grades in courses taken that emphasize analytical skills.
We offer a competitive salary of $80,000 - $100,000 per annum, depending on experience, and a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
Wellington Management is an equal opportunity employer and welcomes applications from diverse candidates. If you are a candidate with a disability or are assisting a candidate with a disability, please let us know so we can provide accommodations.
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