Business Associate Program
Wellington ManagementAbout the role
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.
PROGRAM OVERVIEW
The Business Associate (BA) Program is an exciting pathway into our firm for graduating undergraduate students who are interested in the variety of career opportunities available in the investment management industry. This Boston-based program will help you gain insight into our industry, firm, and culture, as well as knowledge of the many different business divisions that support our investment functions.
As a Business Associate, you will develop your business and technical skillset while assimilating into the firm, your job, and our culture. You will also discover your long-term fit here at the firm and will be placed into positions that are complementary to your skills, interests, and business needs.
We expect new entrants to join the Business Associate Program in July 2026. During your first two weeks with us, you will participate in our Base Camp Development Program. This program is designed to equip you with new skills and knowledge of our clients, industry, firm, and culture while developing a strong internal network. By investing in your personal growth on day one, you will help us continue to exceed our client’s expectations.
PROGRAM BENEFITS
Two-week Base Camp Development program focused on developing skills, knowledge, and strong internal network
Hybrid work environment, allowing for 4 days in person and up to 20% of time working from home
Technology provided to each new hire
Competitive salary and annual bonuses
Comprehensive benefits package including, but not limited to, medical, dental, and vision care, tuition reimbursement, retirement plan, and generous paid vacation and sick time
PROGRAM ROLES
For the Business Associate Class of 2026, opportunities exist in the Client Platform, Finance & Administration, Global Operations, and Legal, Compliance & Risk.
Please read the descriptions below for more information on each role. While we encourage a broad interest in the program, we do expect applicants to indicate specific interest in a role, which they must explain in their statement of interest.
Client Platform
The Client Platform is one of the firm’s three platforms, is comprised of over 600 employees globally, and is responsible for aligning the firm’s investment expertise with client needs now and in the future. Wellington serves an extremely diverse mix of institutional investors located in over 60 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions. We view business development and relationship management as a point of differentiation among our peers. Our experienced professionals are typically specialized by client type and geography. In carrying out their respective functions, they will take into consideration local nuances and channel differences to ensure a thorough understanding of the unique needs of prospects and clients by being proactive, forward-thinking, and effective communicators.
This role is well suited for someone who is seeking to learn about the investment industry broadly, work collaboratively across functions, and build business management, project management, and analytical skills. Working as a BA within the Client Platform requires a high degree of intellectual curiosity, attention to detail, written and verbal communication skills, proactivity, and enthusiasm. Associates will be placed on teams that match your skills and interests with our organizational business needs. This ensures that you are having impact on key projects and initiatives while maximizing the opportunity to develop your skills.
Responsibilities of a BA working within the Client Platform may include, but are not limited to:
Prepare presentation materials, briefing materials and other collateral materials for prospect calls and meetings as well as new business opportunities with existing clients
Organize prospect and
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