WELLINGTON MANAGEMENT
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.
PROGRAM OVERVIEW
Wellington Management is seeking individuals to be part of the new, global InvesTech Associate Program in the Investment Services & Technology department.
As an InvesTech Associate, you will develop the foundation to become successful in a career in financial operations and technology.
Associates will be part of a global cohort and will receive training and skill building opportunities to develop expertise in the processes and technology that drive asset management, portfolio analysis, funds, and client engagement.
PROGRAM DETAILS
Successful candidates will begin their tenure as an InvesTech Associate with a rotation through technology team to learn how Wellington’s robust technology suite is designed, built, tested, and supported.
During the technology rotation the InvesTech Associate will :
Engage with business users such as investors, traders, or client relations to assess needs, understand workflows, and propose solutions
Create functional specifications and user requirement documents that outline enhancements, defect fixes, and integrate with existing system architecture
Partner with development teams to build solutions and participate in testing efforts
Ensure user acceptance by leading training sessions and gathering continuous feedback
Upon completion of the technology rotation, Associates will move on to a financial operations role based on their interests and the InvesTech department’s needs, gaining insight into the asset management industry and exposure to groups across Wellington including trading, portfolio management, legal and compliance, and client servicing.
Examples of financial operations roles include :
Client Operations
Collaborate on technology initiatives designed to enhance the way the firm services our clients.
Participate in drafting responses to questionnaires requested by new business prospects, existing clients, and investment consultants.
Customize investment content for use in quarterly reporting to clients.
Support the team in its goal of providing timely and automated information for reporting for our clients.
Assist team with a variety of group-wide projects aimed at creating efficiencies and scalability with respect to client and prospect reporting
Coordinate and conduct analysis of client portfolios, respond to client inquiries on a wide variety of topics, and perform other tasks as appropriate.
Fund Services
Perform Fund Controller responsibilities for various funds, including Fund Accounting and Financial Reporting tasks
Perform Treasury Analyst tasks, including monitoring margin and exposure changes and stock loan analysis
Assist the team in terms of Transfer Agency tasks, including monitoring of daily transactions from the fund investor and providing the information to internal / external parties and responding back to the queries.
Assist the team in terms of Japan ITM related business, especially in the area of day-to-day ITM accounting support and communication.
Complete analytical projects related to the business, regulatory and investment oversight of our funds
Interact with and building relationships across all functions and levels of the organization
Assist with technology projects
Lead ongoing ad hoc business, product, and finance-oriented projects
Investment Implementation
Provide investment teams with the appropriate controls and support to ensure investments are made in accordance with the client’s investment guidelines and regulatory requirements
Support the operational and client services functions related to investment in bank loans
Oversee trade settlements, monitoring controls to ensure data integrity
Implementation of investment ideas into client portfolios in accordance to client guidelines and direction.
Liaising with the Trading Team on liquidity and cash management.
Thought partner with Product Management, Relationship Team and Client Servicing team in building the book of business of various products.
QUALIFICATIONS
Undergraduates graduating with a Bachelor’s degree in Spring of 2023 or Summer of 2023 or early career professionals for Japan based applicants.
Demonstrated interest in process, technology, and the investment management industry (all majors and backgrounds welcome to apply)
Strong academic performance
Proven leadership experience and participation in community service and extracurricular activities
Experience or coursework in at least one of the following areas :
Business decision making, including critically analyzing business processes and using technical skills to propose solutions and enhancements
Systems analysis, including requirements gathering, user stories, and test planning
Software engineering, including design patterns, programming languages, and constructs
Possess work authorization to legally work in office location without employment sponsorship
SKILLS
Superior written and verbal communication skills
Well organized, ability to multi-task and detail-oriented
Ability to work both individually and collaboratively in a fast-paced environment
Ability to learn new concepts and subjects quickly
Creative thinker, with the ability to generate independent ideas and thoughts
Highly motivated self-starter with a high intellectual curiosity
Strong work ethic and professionalism
Aptitude for solving complex technical or functional problems
Fluency in additional Asian language skills are advantageous
Interested students should apply and include the following documents with their application :
CV stating their work authorization for their desired work locati
Cover Letter / Statement of Interest
Unofficial Transcript
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.
