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About the Role
This entry-level Business Associate role within the Institutional business channel supports the growth and strengthening of relationships with institutional clients in the Australia and New Zealand region.
Responsibilities
- Support the preparation and coordination of client and business development activities, including meeting materials, presentations, RFPs, RFIs and follow-up actions.
- Support implementation activities and ongoing client servicing requirements by coordinating with Business Developers, Relationship Managers and Relationship Analysts.
- Assist with routine information requests and client servicing activities by coordinating inputs from internal stakeholders and supporting timely delivery of information.
- Capture and maintain client data in relevant internal CRM systems and Salesforce.
- Build effective working relationships across the firm and collaborate with internal stakeholders to support client, operational and business activities.
- Develop an understanding of client priorities, Wellington's products and market developments, and share relevant information with internal teams as appropriate.
- Support the operational, administrative and project coordination activities of the ANZ Institutional team, including meeting logistics, workflow management, documentation and tracking of key deliverables.
- Perform other tasks and projects assigned by the team.
Requirements
- A passion for learning about global capital markets.
- Interest in the business of investment management.
- Desire to work in a team-based and collaborative environment.
- Analytical/problem-solving orientation.
- Organized with strong attention to detail.
- Demonstrable track record of achievement through academic study, internships and early professional experience.
- Capacity for differentiated thinking.
- Strong work ethic and willingness to work with others.
- Ability to work in a fast-paced and team-oriented environment where priorities may change frequently and deadlines often need to be met under significant time pressure.
- Ability to prioritize work and manage time effectively.
- Excellent communication skills, both verbal and written.
- Interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes.
- Proficiency in Bloomberg.
- Proficiency in Microsoft Office, specifically in Word, Excel and PowerPoint.
Skills
- Interpersonal skills
- Client servicing
- Data management
- Collaboration
- Communication
- Problem-solving
- Time management
- AI and digital tools
- Bloomberg
- Microsoft Office Suite
Location
- Sydney
Work Type
- Hybrid
Experience Level
- Entry level
- Up to one year of relevant professional experience
Education Level
- Bachelor's degree in a relevant discipline
- CFA (preferred)
About the Company
- 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, our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
Equal Opportunity
- Wellington Management considers all qualified applicants will receive 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.