Corporate Access Analyst

Wellington Management•Boston, MA

10d•Hybrid

About The Position

Tracing our roots to 1928, Wellington Management is one of the world’s largest independent investment management firms. With more than US$1 trillion in assets under management as of 30 June 2018, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. Position Based in Boston, the Corporate Access Analyst will be responsible for developing and executing corporate access events across the Americas region. The role is responsible for the coordination and management of access to corporates, experts and government entities. This will include on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and ultimately bespoke field trips. This is a hands-on role requiring ownership of the day-to-day coordination between our investment professionals and corporates. The Corporate Access Analyst will engage with investors, proactively suggest agendas and itineraries, as well as represent the firm with Investor Relations when appropriate.

Requirements

3-5 Years of Corporate Access Experience
Strategic, proactive, and highly motivated
Strong relationship-building skills with investment professionals and external stakeholders
Excellent written and verbal communication
Ability to work independently and collaboratively in a fast-paced environment
Exceptional attention to detail and consistent follow-through; accuracy with all work is essential
Strong organizational skills; able to prioritize and manage multiple tasks simultaneously
Composed and diplomatic under pressure, with the confidence to advocate for sound decisions in high-visibility situations
Proficiency in Excel, Adobe and database tools preferred

Responsibilities

Centralize and coordinate corporate access activity throughout the Americas region
Work closely with sell-side counterparts to manage corporate access activity
Engage with the Investor Relations community directly to strengthen Wellington’s corporate partnerships
Problem solve and liaise with our research providers to create the best possible conference schedules for our investment professionals
Develop and utilize technology to enhance management of the corporate access process
Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities
Engage with all investment professionals across the region, gaining an understanding of their requirements

Benefits

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement an d paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)