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Research Associate, Finance Team

Wellington Management Company, LLP
New York, USA
Closing date
Jun 16, 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

We are seeking to recruit a Research Associate (RA) to join our Global Industry Research Finance Team.

The Research Associate will work with the lead Global Industry Research Analyst covering the Finance sectors. As a Research Associate, you will play a critical role in assisting senior analysts and portfolio management teams in conducting independent equity research - the cornerstone of our investment approach.

The ideal candidate will be a self-directed, hard-working team player who is passionate about both finance and the investment management industry. This position is based in Boston or NYC.

Responsibilities for this position will include working closely with the lead Global Industry Analyst on the following:
• Maintaining the integrity of industry and comparative valuation models;
• Performing continuous due diligence on US financials spanning the breadth of the sub-sector;
• Building and maintaining company financial models on prospective investments;
• Completing complex analytical projects under tight time constraints;
• Staying abreast of relevant company and industry materials and communications;
• Working to identify emerging research trends and novel and investable developments.

• Analytical acumen and passion for markets -The ideal candidate will have a superior financial modeling skills, strong analytical capabilities, and an eagerness to apply their expertise in support of Wellington's finance investing. The RA will be passionate about investing and the finance industry.

• Superior collaboration skills - The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the finance services Global Industry Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong, trusting relationships internally with colleagues across the finance team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required.

• Growth mindset - The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important. The RA will have a global perspective and creative approach for analyzing investment opportunities in finance equities.


Additional qualifications and characteristics include:
• A minimum of 6 years of previous investment experience ideally within the finance industry is preferred; equally strong applicants with relevant experience within the financial services space will also be considered;
• Experience covering finance services in sell-side equity research, investment banking or private equity;
• Financial modeling ability;
• Aptitude for building investment science skill set through interest in the intersection of science and investing;
• Sound judgment, strong work ethic and highest personal and professional integrity;
• Demonstrated analytical ability;
• Ability to work independently and make decisions in the face of uncertainty;
• Ability to organize, manage, and prioritize time well;
• Strict attention to detail;
• Effective communications skills, both written and verbal; and
• Superior academic credentials and track record, an undergraduate degree is required; progress with CFA/CAIA levels is additive.

The Research Associate, Finance Team will be based in Wellington's Global Headquarters in Boston or NYC.

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 65,000 - 150,000
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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