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.

About Us

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

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.

About the Role

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.

What You'll Do

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.

Finance

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 hoc reporting on investments, hedging results, and liquidity management

• Assist with annual budgeting, quarterly forecasting, and expense analysis

• Support projects related to financial analysis and strategic investments

Global Operations

This function drives the firm's operational edge to exceed the investment and service expectations of our clients worldwide. Working across investment, client, and infrastructure teams, the group designs and executes the processes, controls, and infrastructure that support Wellington's world-class investment strategies and client relationships. The team plays a critical role in supporting client onboarding and servicing, investment activities, operational reporting, and responding to the evolving needs of our global client base. Responsibilities may vary based on team assignment and may include:

• Supporting day-to-day operational processes

• Contributing to process improvement initiatives

• Assisting with data management and reporting

• Supporting risk mitigation and control activities

• Collaborating with teams across the firm to deliver operational excellence

Legal & Compliance

The Legal & Compliance group supports Wellington's global business through regulatory oversight, legal support, and compliance programs. Associates gain exposure to the legal and regulatory frameworks that support the firm's business activities.

Responsibilities may include, but are not limited to:

• Monitor personal trading, gifts and entertainment, political contributions, conflicts of interest, and other activities for compliance with firm policies

• Participate in compliance testing programs designed to assess adherence to policies and procedures

• Assist with the preparation and filing of global regulatory and beneficial ownership filings

• Partner with compliance professionals on projects supporting the compliance program

• Support capital markets initiatives related to derivatives trading and private equity transactions

• Assist with the review and negotiation of investment management agreements

• Partner with attorneys and analysts on projects supporting regulatory initiatives

Enterprise Risk

Enterprise Risk helps the firm identify, measure, and manage risks across portfolios and business activities through independent oversight, analytics, and partnership across the organization.

Responsibilities may include, but are not limited to:

• Support risk monitoring and reporting activities

• Analyze portfolio and business risks

• Assist with risk management initiatives

• Partner with colleagues across the firm to evaluate potential risks

• Contribute to projects that strengthen the firm's risk management framework

What You'll Gain

As a Business Associate, you will gain exposure to Wellington's global business and the investment management industry while developing skills that support long-term career success. Through your day-to-day responsibilities, you will build relationships across the firm, gain insight into the functions that support Wellington's operations, and deepen your understanding of how our business serves clients around the world.

You will have the opportunity to learn from experienced colleagues, contribute to your team's priorities, and develop a broad perspective on the firm. The experience, relationships, and knowledge you build will provide a strong foundation for continued growth and career development at Wellington.

Who Should Apply

• Undergraduates from all majors graduating with a bachelor's degree between Fall 2026 and Summer 2027

• Demonstrated interest in investment management

• Curious and adaptable, with an interest in leveraging emerging technologies and AI tools to improve efficiency, enhance decision-making, and discover smarter ways of working

• Proficiency in Microsoft Office, specifically Word, PowerPoint, and Excel

• Demonstrated accomplishments in academics

• Proven leadership experience and participation in community service and extracurricular activities

• Highest ethical standards and integrity

• Well organized, able to multi-task, and detail-oriented

• Strong quantitative, analytical, and problem-solving skills with the ability to synthesize information

• Highly motivated self-starter with intellectual curiosity, strong work ethic, and professionalism

• Ability to thrive in a collaborative, fast-paced environment

This position is not eligible for visa sponsorship

The deadline to apply is October 2, 2026.

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Not sure you meet 100% of our qualifications?  That’s 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 considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, 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 [email protected]

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: