Business Associate, Client Group

Wellington Management Company, LLP
London, United Kingdom
09 Jul 2022
08 Aug 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 undergraduate Bachelor's students who are interested in the variety of career opportunities available in the investment management industry. This three-year, London based program will help you gain insight into our industry, firm and culture, as well as knowledge of the Client Group's business development and relationship management activities, in addition to gaining experience of many other business divisions that support our investment functions.

The program is split into rotations across the Client Group's regional teams where you will be developing your business and technical skillset all while assimilating into the firm, your job and our culture. During the course of the program, you will be discovering your long-term fit here at the firm and have opportunity to learn about other areas of the firm that could be complementary to your skills, interests, and business needs. BAs have successfully transitioned into roles on their current BA teams or into other teams in the firm.


The Client Group is responsible for strengthening and growing our prospect, client, and consultant relationships around the world. Wellington Management serves an extremely diverse mix of institutional investors located in over 50 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors - both defined benefit and defined contribution - and many other types of institutions. We view business development and relationship management as a point of differentiation among our peers. Our experienced professionals are typically specialized by client type and geography. In carrying out their respective functions, they will take into consideration local nuances and channel differences to ensure a thorough understanding of the unique needs of prospects and clients by being proactive, forward-thinking, and effective communicators.

As a Business Associate, you will collaborate with colleagues across the Client Group to help support business management and the business development and relationship management efforts of the firm. This position will provide broad exposure to Wellington Management, as it will require interaction and collaboration with individuals across our Client Service Management group, Marketing, Product Management (IPFS - Investment Products & Strategies), Legal, and Compliance teams, amongst others.

Responsibilities may include, but are not limited to:
  • Produce key monthly management reporting in addition to ad-hoc data requests
  • Support the business management team on various initiatives and project work (i.e., analyze industry or channel trends, develop firm analysis, assist with analytics and internal data requests), as deemed appropriate
  • Oversee business management processes (i.e., marketing material qualification)
  • As required, support business development and relationship management activities:
    • Prepare presentation materials, briefing materials and other collateral materials for prospect calls and meetings as well as new business opportunities with existing clients
    • Prepare presentation materials for internal stakeholders
    • Capturing and maintaining client data in relevant internal systems and coordinate updates across the team
    • Qualify clients for the fulfillment of marketing materials
    • Organise 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

Successful candidates are likely to have:
  • Graduated to at least Bachelors level
  • Skills or experiences which demonstrate an interest in a finance career
  • Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel
  • Participation in community service and/or extracurricular activities
  • Outstanding interpersonal and organisational skills, resourceful, detail-oriented, and a strong work ethic
  • Sharp quantitative, analytical and problem-solving skills
  • Highly motivated self-starter with a high intellectual curiosity
  • The ability to work independently, in a fast-paced and team-oriented environment, where priorities change frequently
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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