Business Associate – Infrastructure

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 Infrastructure Platform includes Finance, Global Operations, Human Resources, Technology, Infrastructure Business Enablement, and Legal, Compliance & Risk. Together, these teams support the firm’s operations, people, technology, and risk management capabilities, helping Wellington deliver exceptional outcomes for clients around the world.

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 Infrastructure Platform, this role provides exposure to our business, culture, and operations 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 orientation 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 Infrastructure Platform, opportunities may exist in Finance, Global Operations, Legal & Compliance, and Enterprise Risk. You will have the opportunity to indicate your preferences during the application process.

The Finance team provides financial stewardship and strategic support across Wellington’s global business. Through financial planning and analysis, budgeting, forecasting, expense management, tax, and corporate finance activities, the team helps guide business decisions, allocate resources, and support the firm’s long-term growth. Responsibilities may include, but are not limited to:

• Ensure the books and records of assigned legal entities are maintained in accordance with GAAP
• Assist with the preparation of financial statements in conjunction with annual audits
• Prepare filings and surveys for regulatory agencies while meeting strict deadlines
• Recommend process improvements and efficiencies
• Support daily cash management processes, including payment execution, liquidity management, and forecasting
• Perform analysis related to foreign currency activities, hedging, and long-term investments
• Prepare monthly and ad…