About Us
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.
About the Role
POSITION
We are seeking to recruit a candidate to join Wellington’s Early Career Investor Program as a Research Associate on our Investment Grade Credit Research team in Boston. The team follows a fundamental approach to investing and analysts works alongside portfolio managers to invest on a variety of horizons.
This individual will work as part of a highly collaborative team. They will be a specialist focused on conducting investment research, providing detailed analysis of companies, recommending alpha generating ideas and closely monitoring existing portfolio holdings across sectors and countries.
RESPONSIBILITIES
Key responsibilities will include:
• Work with senior IG analysts to analyze stocks across a variety of sectors within Industrials and Telecom.
• Develop unique research insights, in order to arrive at well supported investment conclusions;
• Independently conduct proprietary credit research based on data gathered from company filings, attend company management meetings, and utilize additional independent research sources to build investment conviction;
• Build multi-year financial models, to determine appropriate valuations under various scenarios;
• Help generate successful investment ideas, and provide monitoring of positions across client strategies;
• Work closely with colleagues as part of a highly collaborative platform, sharing ideas and offering feedback.
ESSENTIAL SKILLS
The following essential skills are required for the role:
• Investment acumen and passion – the Research Associate will demonstrate a curiosity and passion for financial markets, combined with an evolving process for fundamental company research, and an ability to communicate their findings. They will be able to work independently and undertake company and industry research with the objective of generating successful investment ideas for client portfolios.
• Strong collaboration and influencing skills – the successful candidate will be energized by being an individual contributor within a collaborative team and environment. They will endeavor to build strong, trusting relationships internally with colleagues, and externally with company management teams. The ability over time to take risk and challenge investment views will be critical, as will the humility to admit mistakes and a desire to learn from others. Strong communication skills will be essential.
• Team building and integrity – the Research Associate will have demonstrable experience of effective teamwork, either within or outside the Financial Services industry, coupled with a strong work ethic and a high level of personal integrity.
• Growth mindset – the flexibility and openness to continue learning, evolving and growing as an investor is required.
QUALIFICATIONS
Additional qualifications and characteristics are likely to include:
• 2-5 years of relevant experience as a Credit or Equity Analyst, gained either on the Buy or Sell side with an asset manager, hedge fund, investment bank or private credit firm, with a commensurate level of understanding of company financial statements;
• Prior experience working in an IG credit research team or covering Telecom and/or Industrials sectors would be preferred;
• Self-awareness, and the humility to admit and learn from ‘being wrong’;
• The highest level of integrity, ethical standards, and intellectual honesty;
• Strong work ethic, curious mindset, and strong attention to detail;
• Strong interpersonal skills, and experience of working in a collaborative, results-oriented environment;
• Strong academic credentials. Progress towards the CFA/CAIA Charter would be viewed favorably, but is not essential
LOCATION
The Research Associate will be based in Wellington’s Global Headquarters in Boston, MA.
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 r ace, 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 .
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 65,000 - 150,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. 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.
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