Business Associate

Job Description

WELLINGTON MANAGEMENTWellington 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 thoseof 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 anda 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. Program OverviewThe Business Associate (BA) Program is an exciting pathway into our firm for graduating, undergraduate Bachelors students who are interested in the variety of career opportunities available in the investment management industry. This three-year, London basedprogram will help you gain insight into our industry, firm and culture, as well as knowledge of the many different business divisions that support our investment functions. We expect new entrants to join the Business Associate Program in July 2022. During your first two weeks with us, you will be assimilated into the firm through our virtual Base Camp Development Program. This program is designed to equip you with new skills andknowledge of our clients, industry, firm, and culture while developing a strong internal network that will set you up for a successful transition into the firm. By investing in your personal growth on day one, you will help us continue to exceed our clientsexpectations. Division Wellington Management Funds Global ("WMF Global") group develops and oversees a variety of commingled funds offered to a diverse set of Wellingtons clients from over 40 countries worldwide. WMF Global sponsors over 80 funds totaling AUM of $44 billion, spanningthe full range of Wellingtons product offerings, including equity, fixed income, multi-asset and alternatives. WMF Global has funds domiciled in Ireland (UCITS), Luxembourg (UCITS and AIFs), as well as in Cayman, Canada and Australia. ResponsibilitiesResponsibilities may include, but are not limited to: Product Development

• Support the groups active launch of new funds, by conducting competitive analysis and running various reports and analytics to help the team through the end-to-end fund development design and launch process
• Help prepare items related to fund changes, including but not limited to portfolio manager or strategy transitions, fee and benchmark changes
• Assist with client information requests and rfps concerning existing funds

Governance

• Prepare agenda and materials, and minute, monthly team meetings on regulatory change; follow-up on regulatory action items and, keep the regulatory tracker updated and available. Assist with project management of implementation of certain regulatorychanges
• Request and collate Committee and Board materials; assist with the review of materials; follow-up on Committee and Board action points; prepare Board meeting schedules/timings/and set-up presentation slots and send materials to Board attendees
• Support the process of reviewing business policies (e.g. follow-up with colleagues, help with formatting policy documents). Keep policy books updated and available

Sales Infrastructure

• Support the global distribution of the funds by building an understanding of country specific requirements to register the funds across multiple jurisdictions, and then oversee related regulatory filings
• Assist in the oversight of external vendors engaged to produce regulatory required fund documentation to include: UCITS KIIDs, PRIIPS KIDS, and new ESG related disclosure
• Help oversee strategic data/document dissemination partner, attending calls and answering queries. Support efforts to increase our external footprint with vendors and rating agencies, including from an ESG perspective

Projects

• For all areas above, help out on projects as needed, such as SFDR and other ESG-related projects and growth initiatives

Qualifications & Skills

• Undergraduates with demonstrated accomplishments from all majors graduating with a Bachelors degree
• Demonstrated passion for investment management and/or the markets
• Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel
• Tech or IT skills a plus
• 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 with a high intellectual curiosity

Not sure you meet 100% of our qualifications Thats 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 consideringa 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, nationalorigin, 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 .