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Business Associate Program - Class of 2024 - Boston

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Wellington Management

Sep 24, 2023

Applications are closed

  • Job
    Full-time
    Entry Level
  • Business, Operations & Strategy
    Banking & Finance
  • Boston

Requirements

  • Undergraduates from all majors graduating with a Bachelor’s degree between Fall 2023 – Summer 2024
  • Demonstrated interest in investment management
  • Proficiency in Microsoft Office, specifically in Word, PowerPoint, and Excel
  • Demonstrated accomplishments in academics
  • Proven leadership experience and participation in community service and extracurricular activities
  • Skills:
  • 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, who knows how to take initiative, and has a high level of intellectual curiosity
  • Ability to thrive in a collaborative, fast-paced environment

Responsibilities

  • Finance & Administration:
  • The Finance and Administration division is a global department, comprised of multiple teams: Financial Operations, Global Accounting, Workplace Services, and Global Tax Services.
  • As a Business Associate (BA), you will have an opportunity to rotate across multiple teams in Finance and Administration, beginning with a one-year rotation in Global Accounting. Examples of second and third one-year rotations are: Treasury, Tax Services, and Financial Planning and Analysis (FP&A). The BA will be responsible for accounting duties as it relates to the monthly accounting close for Wellington’s legal entities. The ideal BA would be detail-oriented, have strong organizational skills, be comfortable collaborating in a team setting, and willing to ask questions. Strong analytical aptitude and data management skills are essential in this role, along with proficiency in Microsoft Office, specifically Excel.
  • 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 a variety of regulatory agencies with adherence to strict deadlines
  • Recommending process improvements leveraging any technological expertise
  • Assist with daily cash management processes including payment execution, liquidity management, and forecasting
  • Perform analysis and trade execution related to foreign currency activities, hedging, and long-term investments
  • Prepare monthly and ad hoc reporting on hedging results, investments, and liquidity management
  • Assist with the annual budget and quarterly forecast updates, including work on the consolidated forecast model
  • Assist with monthly expense analysis for multiple divisions, including reporting and direct meetings with leadership
  • Assist with various projects related to financial modeling/strategic investments
  • Preparation of tax basis accounting work papers and other work papers supporting tax filings
  • Prepare quarterly estimated tax payment calculations and annual extensions.
  • Global Trading:
  • The Global Trading team is a fast-paced collaborative team environment where impactful decisions are made on a daily basis to help exceed our clients’ expectations. The team works collaboratively across teams such as Portfolio Management, Research, and Information Technology to ensure our executed trading strategies are in line with our clients’ and firm’s strategic goals. The trading desk also interfaces externally with the broker/dealer community to ascertain market opportunities on behalf of our clients.
  • As a Business Associate, you will be provided with the unique opportunity to rotate across all aspects of Trading over a three-year period. Rotation lengths will vary based on business need. Through our program’s rotations, you will acquire knowledge of the entire trading process from execution through settlement. You will also acquire knowledge about relationship management, security evaluation, and the global trading of Fixed Income and Equity securities.
  • Responsibilities may include, but are not limited to:
  • Confirm trade details
  • Develop advanced understanding of Bloomberg functionality
  • Build market monitoring models
  • Analyze securities
  • Analyze trade patterns and transaction costs
  • Complete internal trading related projects
  • Trade global securities
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Wellington Management

Trusted adviser to investors worldwide

Venture Capital & Private Equity
Industry
1001-5000
Employees
1933
Founded Year

Mission & Purpose

Wellington Management is a global investment management firm that provides a range of investment solutions to institutional clients, including pension funds, endowments, foundations, and other financial institutions. The company offers a diverse set of investment strategies, including equity, fixed income, multi-asset, and alternative investments, with the aim of generating long-term value for their clients. Wellington Management's ultimate mission is to help their clients achieve their financial goals by delivering strong investment performance and providing top-notch investment expertise and solutions. Their purpose is to be a trusted and reliable partner to their clients, offering tailored investment strategies and insights that navigate the complexities of the global financial markets and contribute to the success and growth of their clients' portfolios. Through a combination of research, analysis, and active investment management, Wellington Management aims to deliver superior results and uphold their reputation as a leading investment management firm.

Benefits

  • Health and wellness

    In addition to comprehensive and competitive health coverage for you and your dependents, we offer a variety of wellness programs.

  • Work/life balance

    We offer a range of programs designed to support you and your loved ones through life’s various stages and situations.

  • Financial future

    We aim to help make your future more financially secure by helping you pursue your retirement goals and offering life and other insurance plans.

  • Development

    Because we value continuing education as part of your professional growth, we support pursuits such as the CFA® and other degree programs.

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