Business Associate – Client

and the job listing Expires on October 6, 2026

Full-Time Job Accounting, Data Analytics, Economics & Finance

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 50 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.

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.

The Client Platform is a global team focused on building and deepening relationships with prospects, clients, and consultants. Working closely with Wellington’s investment professionals, the team helps clients navigate complex investment challenges, understand their unique objectives, and identify the investment strategies, portfolios, and solutions best suited to their needs. The platform includes professionals across business development, relationship management, and product management who support a diverse range of institutional investors, including public pension funds, central banks, insurance companies, endowments, foundations, retirement plan sponsors, and mutual fund sponsors.

The Business Associate (BA) role is an exciting opportunity for graduating undergraduate students interested in exploring career paths within the investment management industry. Based in Boston and aligned with our Client Platform, this role provides exposure to our business, clients, and culture while helping Associates develop the skills needed to succeed in a collaborative and fast-paced environment. Associates are placed on teams based on a combination of their skills, interests, and business needs.

In their roles, Associates take on meaningful responsibilities, work closely with colleagues across the firm, and contribute to their team’s priorities while building a strong foundation for their careers. We expect new Associates to join the firm in July 2027. Upon joining, Associates participate in Basecamp, our onboarding program designed to provide foundational knowledge of Wellington, our clients, the investment management industry, and our culture while helping new joiners build connections across the firm.

As a Business Associate within the Client Platform, you may:

• Assist with analytics, market research, and competitor analysis
• Contribute to projects and initiatives that support the Client Platform’s business objectives
• Participate in cross-functional meetings and collaborate with colleagues across the firm
• Support the qualification and coordination of Requests for Proposal (RFPs), partnering with colleagues across the firm to ensure timely and effective responses
• Prepare presentation materials, briefing materials, and other collateral for prospect calls, client meetings, and business development opportunities
• Coordinate follow-up actions from prospect and client meetings and respond to ad hoc requests, as needed
• Maintain and update Salesforce to support client and prospect relationship…