Business Associate

Wellington Management • Boston, MA

1d • Hybrid

About The Position

The Business Associate (BA) Program is an exciting pathway into Wellington Management for graduating undergraduate students interested in the investment management industry. This Boston-based program helps participants gain insight into the industry, firm, and culture, as well as knowledge of the various business divisions supporting investment functions. As a Business Associate, you will develop business and technical skills while assimilating into the firm, your job, and the culture. The program aims to help you discover your long-term fit within the firm and will place you in positions complementary to your skills, interests, and business needs. New entrants are expected to join the Business Associate Program in July 2026. The first two weeks include the Base Camp Development Program, designed to equip participants with new skills and knowledge of clients, industry, firm, and culture, while developing a strong internal network. This investment in personal growth aims to help the firm continue to exceed client expectations.

Requirements

• Undergraduates from all majors graduating with a bachelor’s degree between Fall 2025 – Summer 2026
• Demonstrated interest in 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

Responsibilities

• Prepare presentation materials, briefing materials and other collateral materials for prospect calls and meetings as well as new business opportunities with existing clients
• Organize prospect and client meeting follow-up items and respond to ad hoc requests, as needed
• Qualify Requests for Proposal (RFPs) and work with internal constituents to ensure that each RFP receives the appropriate response
• Assist with analytics and competitor analysis
• Manage Salesforce to allow members of the Client Group to better coordinate client/prospect information and insights
• Attend various internal cross functional meetings
• Collaborate with members of the department to support external relationships with clients, prospects, and consultants
• Work on ad-hoc projects to support our overall client effort
• Ensure the books and records of assigned legal entities are maintained in accordance with GAAP
• Assist with the preparation of financial statements in conjunction with annual audits
• Prepare filings and surveys for a variety of regulatory agencies with adherence to strict deadlines
• Recommending process improvements leveraging any technological expertise
• Assist with daily cash management processes including payment execution, liquidity management, and forecasting
• Perform analysis and trade execution related to foreign currency activities, hedging, and long-term investments
• Prepare monthly and ad hoc reporting on hedging results, investments, and liquidity management
• Assist with the annual budget and quarterly forecast updates, including work on the consolidated forecast model
• Assist with monthly expense analysis for multiple divisions, including reporting and direct meetings with leadership
• Assist with various projects related to financial modeling/strategic investments
• Preparation of tax basis accounting work papers and other work papers supporting tax filings
• Prepare quarterly estimated tax payment calculations and annual extensions
• Monitor personal trading, gifts and entertainment, political contributions, conflicts of interest and other related areas for compliance with our Code of Ethics
• Participate in our compliance and forensic testing program to determine the firm’s compliance with its policies and procedures
• Assist in the preparation and filing of global regulatory and beneficial ownership filings
• Partner with compliance officers and analysts on special projects supporting the compliance program
• Support capital markets initiatives related to derivatives trading and private equity transactions
• Assist the review and negotiation of investment management agreements to support our institutional client business
• Partner with attorneys or analysts on special projects to support regulatory initiatives

Benefits

• Two-week Base Camp Development program focused on developing skills, knowledge, and strong internal network
• Hybrid work environment, allowing for 4 days in person and up to 20% of time working from home
• Technology provided to each new hire
• Competitive salary and annual bonuses
• Comprehensive benefits package including, but not limited to, medical, dental, and vision care, tuition reimbursement, retirement plan, and generous paid vacation and sick time
• retirement plan
• health and wellbeing
• dental
• vision
• pharmacy coverage
• health savings account
• flexible spending accounts
• commuter program
• employee assistance program
• life and disability insurance
• adoption assistance
• back-up childcare
• tuition/CFA reimbursement
• paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level