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.

About the Role

POSITION
We are seeking to recruit a candidate to join Wellington’s Early Career Investor Program as a Research Associate on our Leveraged Credit Research team in Boston. The team follows a fundamental approach to investing and analysts works alongside portfolio managers to invest on a variety of horizons.

This individual will work as part of a highly collaborative team. They will be a specialist focused on conducting investment research, providing detailed analysis of companies, recommending alpha generating ideas and closely monitoring existing portfolio holdings across sectors and countries.

RESPONSIBILITIES
Key responsibilities will include:
• Work with senior high yield and bank loan analysts to analyze bonds across a variety of sectors within Telecom.
• Develop unique research insights, in order to arrive at well supported investment conclusions;
• Independently conduct proprietary credit research based on data gathered from company filings, attend company management meetings, and utilize additional independent research sources to build investment conviction;
• Build multi-year financial models, to determine appropriate valuations under various scenarios;
• Help generate successful investment ideas, and provide monitoring of positions across client strategies;
• Work closely with colleagues as part of a highly collaborative platform, sharing ideas and offering feedback.

ESSENTIAL SKILLS
The following essential skills are required for the role:

• Investment acumen and passion – the Research Associate will demonstrate a curiosity and passion for financial markets, combined with an evolving process for fundamental company research, and an ability to communicate their findings. They will be able to work independently and undertake company and industry research with the objective of generating successful investment ideas for client portfolios.
• Strong collaboration and influencing skills – the successful candidate will be energized by being an individual contributor within a collaborative team and environment. They will endeavor to build strong, trusting relationships internally with colleagues, and externally with company management teams. The ability over time to take risk and challenge investment views will be critical, as will the humility to admit mistakes and a desire to learn from others. Strong communication skills will be essential.
• Team building and integrity – the Research Associate will have demonstrable experience of effective teamwork, either within or outside the Financial Services industry, coupled with a strong work ethic and a high level of personal integrity.
• Growth mindset – the flexibility and openness to continue learning, evolving and growing as an investor is required.

QUALIFICATIONS
Additional qualifications and characteristics are likely to include:
• 2-5 years of relevant experience as a Credit or Equity Analyst, gained either on the Buy or Sell side with an asset manager, hedge fund, investment bank or private credit firm, with a commensurate level of understanding of company financial statements;
• Prior experience working in a high yield or bank loan research team or covering Telecom, TMT and/or Industrials sectors would be preferred;
• Self-awareness, and the humility to admit and learn from ‘being wrong’;
• The highest level of integrity, ethical standards, and intellectual honesty;
• Strong work ethic, curious mindset, and strong attention to detail;
• Strong interpersonal skills, and experience of working in a collaborative, results-oriented environment;
• Strong academic credentials. Progress towards the CFA/CAIA Charter would be viewed favorably, but is not essential;

LOCATION
The Research Associate will be based in Wellington’s Global Headquarters in Boston, MA.

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 ensures that all qualified applicants will receive equal 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 GMWTalentOperations@wellington.com.

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: