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.

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. 

About the Role

We are seeking a Research Associate for the Early Career Investor Development (ECID) program to work closely with our established Fixed Income Credit Research Team. In this role, you will partner with a team of seasoned Credit Analysts who focus on the Investment Grade market and provide fundamental credit research on bond and loan issuers. 

As an active member of the Investment Grade team, you partner with Analysts and become fully integrated into the investment process.  You will be expected to support the Credit Analysts in providing investment recommendations that add value to client portfolios, as well as helping the Analyst’s shape portfolio management decisions.  In addition, Investment Grade credit team regularly interact and collaborate with other investment professionals at Wellington, including: other research associates, credit and equity analysts, Global Industry Analysts, ESG analysts, Portfolio Managers, Traders, and Macro Strategists.

ESSENTIAL SKILLS

We are looking for a globally-minded, self-directed, hard-working team player who is intellectually curious, and capable of managing the demands of multiple projects at one time.  The following essential skills are required for the role:

•    Investment acumen and passion – We are seeking an experienced Fixed Income professional, who is passionate about markets, research, and investing in fixed income. The ideal candidate will possess strong analytical skills, attention to detail and a quantitative orientation. Additionally, the ability to influence investment decisions that are supported by rigorous analysis, often with incomplete information, and communicated with strong conviction is preferred.  These are skills that will be necessary to grow from the Research Associate role overtime. 

•    Strong collaboration and influencing skills – the RA needs to be energized by being an individual contributor within a collaborative team.  They will support a credit analyst and ultimately need to be able to embrace the benefits of overlapping lines of company coverage and idea generation across the Firm. The RA will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and ultimately challenge investment views will be critical to long term success as an investor. The humility to admit mistakes and a desire to learn from others is critical as well; the candidate must recognize the benefits of diverse perspectives.  The ability to communicate (both verbally and in writing) clearly and with conviction, and contribute to an open investment dialogue, is important. Eventually an RA should be able to produce action-oriented opinions to help drive alpha for clients.  

•    Team building and integrity. The ideal candidate will have a demonstrated track record of effective teamwork either within or outside of the financial services industry. A strong work ethic will be greatly valued.  

•    Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is required.  The RA will have a broad market perspective and flexible investment mindset, allowing her/him to identify value creation opportunities across the cap spectrum.  

Additional qualifications and characteristics include: 

•    A minimum of 3-5 years of relevant experience as a research associate on sell or buy-side, ideally in credit research although will consider banking equity research or consulting.

•    Ability to leverage technical skills to efficiently review and analyze large data sets and financial modeling

•    High level of initiative, Ability to set priorities and execute a research agenda with a focus on accuracy and attention to detail

•    Comfort dealing with uncertainty, and ability to take risk. 

•    Independence of thought, an entrepreneurial nature, and a global perspective. 

•    Understanding of programming and ESG factors a plus, not required

•    Strong academic credentials; CFA and/or MBA are preferred, but not required. 

THE ECID PROGRAM                            

The ECID program develops and identifies exceptional Early Career Investors (ECIs) to help build our pipeline of talented investors. The goal of the program is to support the firm’s mission of superior investment performance. ECID participants will play a critical role in assisting experienced analysts and portfolio managers in conducting research and implementing their investment process.

By joining our team, you'll have the unique opportunity to participate in our in-house training curriculum focused on further developing your skills as an investor, inclusive of security selection and analysis with focus on building and refining accounting, financial statement analysis, financial modeling, and communication skills.  Through this experience you will gain broad exposure to the investors and investment landscape at Wellington. 

We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions.  As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.