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About the Role
This entry-level Business Associate position within the Institutional business channel supports the Australia and New Zealand (ANZ) Team. The role focuses on growing business and strengthening relationships with institutional clients, working closely with Business Developers, Relationship Managers, and Relationship Analysts.
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
- 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.
- Demonstrate excellent communications skills, both verbal and written.
- Demonstrate interest in applying AI and digital tools to enhance productivity, efficiency, and overall client and firm outcomes.
- Proficiency in Bloomberg, Microsoft Office, specifically in Word, Excel and PowerPoint.
Skills
- Interpersonal skills
- Analytical/problem-solving orientation
- Organization
- Attention to detail
- Communication (verbal and written)
- AI and digital tools
- Bloomberg
- Microsoft Office (Word, Excel, PowerPoint)
Location
- Australia
- New Zealand
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 (preferable)
About the Company
- Wellington Management offers comprehensive investment management capabilities across global capital markets.
- Investment solutions are tailored to institutional clients in over 60 countries, utilizing proprietary research and a collaborative culture.
- As a private partnership, the ownership structure fosters a long-term view aligned with client interests.
Equal Opportunity
- 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.
- Candidates with a disability, or assisting a candidate with a disability, requiring an accommodation to apply for a job can email GMWTalentOperations@wellington.com.