Business Associate, IPFS (Equity)

Wellington Management Company, LLP
Hong Kong, Hong Kong
28 Jun 2022
09 Jul 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time

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.

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 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 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 in 2021/2022

Program Role
The Investment Products, Funds and Strategies (IPFS) team is focused on the responsibilities of product development and marketing, investment integrity and risk management, and business management.

Product Management
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
  • University degree earned in 2021 or 2022
  • Degree focus in Business, Economics, Finance, or related field preferred, but not required as all degrees will be considered
  • Demonstrated passion for investment management and markets
  • Demonstrated cross-cultural skills (e.g., foreign 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
  • Superior written and verbal communication skills
  • Highest ethical standards and integrity
  • Demonstrated resourceful creative thinker and problem solver
  • Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel
  • 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.

Interview Process
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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