Technology Associate - Analyst
WELLINGTON MANAGEMENT
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.
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.
PROGRAM OVERVIEW
Wellington Management is seeking individuals to be part of the global early career program in the Technology function, which is part of our Investment Services and Technology (InvesTech) group. As an Associate, you will develop the foundation to become successful in a career in financial technology.
We expect new entrants to join the InvesTech Program in July 2024. During your first two weeks with us, you will participate in our Base Camp Development Program. This program is designed to equip you with new skills and knowledge of our clients, industry, firm, and culture while developing a strong internal network. By investing in your personal growth on day one, you will help us continue to exceed our client’s expectations
After the two weeks, Associates will receive training and skill building opportunities to develop expertise in the technology that drives asset management.
PROGRAM ROLES
The Investment Services and Technology (InvesTech) mission is to drive Wellington’s innovation and operational edge to exceed the investment and service expectations for our clients and business partners worldwide. We accomplish this by bringing technology and operations together to deliver better, more efficient outcomes.
As an Associate within this group, you will gain insight into our industry, firm, and culture, as well as knowledge of the many different areas of the firm that contribute to the servicing of our client portfolios. Associates will have exposure to groups across the firm globally, including Trading, Portfolio Management, Legal and Compliance, and the Client Group. Throughout the entire program, you will develop a variety of skills and help to achieve our goal of exceeding client expectations.
We have a diverse slate of roles available on our technology teams. Analyst roles may include:
- Engaging with business users to assess needs, understand workflows, and propose solutions
- Creating functional specifications and user requirement documents that outline enhancements, defect fixes, and integrate with existing system architecture
- Partnering with development teams to build solutions and participate in testing efforts
- Leading and support cross-functional projects, both large and small
- Providing each of Wellington’s investment teams with the data, controls, and support they need to ensure that their investment intent is accurately reflected in accordance with client regulatory and operational requirements
- Providing investment teams with the appropriate controls and support to ensure investments are made in accordance with the client’s investment guidelines and regulatory requirements
- Supporting the operational and client services functions
PROGRAM BENEFITS
- Two-week Base Camp Development program focused on developing skills, knowledge, and strong internal network
- Hybrid work environment, allowing for up to 40% of time working from home
- Technology provided to each new hire
- Competitive salary and annual bonuses
- Comprehensive benefits package including, but not limited to, medical, dental, and vision care, tuition reimbursement, retirement plan, and generous paid vacation and sick time
QUALIFICATIONS
- Undergraduates graduating with a Bachelor’s degree between Fall 2023 – Summer 2024
- Demonstrated interest in business, technology, and the investment management industry (all majors and backgrounds welcome to apply)
- Strong academic performance
- Proven leadership experience and participation in community service and extracurricular activities
- Experience or coursework in at least one of the following areas:
- Business decision making, including critically analyzing business processes and using technical skills to propose solutions and enhancements
- Systems analysis, including requirements gathering, user stories, and test planning
- Technology, including design patterns, programming languages, and constructs
- Data wrangling, analysis, and visualization
SKILLS
- Superior written and verbal communication skills
- Well organized, ability to multi-task and detail-oriented
- Ability to work both individually and collaboratively in a fast-paced environment
- Ability to learn new concepts and subjects quickly
- Creative thinker, with the ability to generate independent ideas and thoughts
- Highly motivated self-starter with a high intellectual curiosity
- Strong work ethic and professionalism
- Aptitude for solving complex technical or functional problems
APPLICATION PROCESS
For any questions, please email undergradrecruiting@wellington.com. For issues, please use our website’s career email GMCANINQ@wellington.com.
Materials
Qualified candidates must submit:
- Résumé, 1 page length
- Statement of Interest, 2 pages max page length, that addresses:
- Why you are interested in Wellington
- Why you are interested in the Analyst Track of the Investment Services & Technology Early Career Program
- Unofficial transcript (condensed to a few pages, please don’t send >5 pages)
All documents must be submitted at one time, bundled in PDF format, titled with your Last and First name. You will submit at the beginning of the application where it says upload Resume/CV. Applications with missing documents or information missing from the required questions for the statement of interest will not be considered.
Please note that you cannot change or update your application after you submit it.
The deadline to apply is 11 October 2023 at 12:00pm EDT.
Interviews
Candidates will be notified on an on-going basis, but mainly in the weeks after the application deadline. If chosen, the First Round will consist of a phone interview with a campus recruiter and the program manager. Then, Final Round interviews will take place via video with multiple hiring managers.
This position is not eligible for visa sponsorship.