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Corporate Access Analyst

Wellington Management Company, LLP
Boston, USA
Closing date
Mar 28, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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

the position
The Corporate Access Analyst, based in Boston, will be part of a team responsible for developing and executing corporate access events globally, i.e. coordination and management of access to corporates, experts and government entities. This will include on and off-site meetings, site visits, conference calls, roadshows, investment conferences and bespoke field trips. This is a hands-on role which requires ownership of day-to-day coordination between our investment professionals and the corporates. The Associate Vice President will engage with investors, proactively suggest agendas, itineraries and respond to company queries and questions where applicable.

  • Develop internal relationships with investors to understand their investment philosophy and process in order to originate events
  • Engage with the Investor Relations community in partnership with corporate access team to strengthen Wellington's corporate partnerships and brand
  • Assist to centralize and coordinate all corporate access activity globally
  • Engage with all investment professionals globally to gain understanding of their requirements globally
  • Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities
  • Work closely with sell-side counterparts, brokers and third-party vendors to manage corporate access activity
  • Problem solve and liaise with our research providers to create the best possible conference schedules for our investment professionals
  • Help develop and utilize technology to enhance management of the corporate access process
  • Update and analyze current processes and procedures and actively suggest improvements and assist with training
OTHER Qualifications
  • 6+ years of relevant experience within financial services in particular corporate access and investor relations
  • A strong team player with excellent collaboration and interpersonal skills
  • A passion for corporate access and its importance in the investment process
  • Ability to build and maintain strong relationship with companies and capable of initiating and delivering events base on market trend and knowledge
  • A service attitude and mindset
  • A self-starter who can think strategically and has a desire to learn
  • Ability to develop relationships with investment professionals to gain an understanding and empathy with their needs as an investor
  • Exceptional written and verbal communication
  • Highly motivated and proactive individual who is capable of working on their own initiative
  • High attention to detail and consistent follow through; accuracy with all work is essential
  • Ability to priorities and multi-task as needed
  • Diplomacy, yet strength to defend the right decision in a very visible situation and the ability to cope in a very fast-paced, pressurized environment
  • Strong Excel and database skills are an advantage
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 .

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:
USD 80,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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