Business Associate (Early Career) | ANZ Institutional

Wellington Management Global; Sydney; Hybrid; AUD 60,000 - 80,000; Full time

Job summary

Wellington Management invites applications for a Business Associate (Early Career) within its ANZ Institutional team in Sydney. This entry-level role supports growth and strengthens client relationships by coordinating with Business Developers, Relationship Managers and Relationship Analysts.

You will assist with client materials, meetings, RFIs, and RFPs, maintain client data in CRM/Salesforce, and collaborate across the firm to meet client expectations.

Qualifications

• Recent graduate or up to 1 year of relevant professional experience (internships ok).
• Strong verbal and written communications.
• Ability to prioritise work and manage time effectively in a fast-paced setting.
• Interest in applying AI and digital tools to enhance productivity and outcomes.
• Bachelor's degree in a relevant discipline; CFA would be preferable.
• Proficiency in Bloomberg and MS Office (Word, Excel, PowerPoint).

Responsibilities

• Support client and business development activities with meeting materials and RFPs.
• Coordinate with BD, RMs and RAs to service clients and grow relationships.
• Maintain client data in CRM systems and Salesforce.
• Assist with information requests and timely delivery of reports.
• Help with meeting logistics and project coordination for the ANZ Institutional team.
• Collaborate with internal stakeholders to meet client expectations.

Skills

Effective communication

Time management

Team collaboration

Analytical thinking

Problem solving

Interest in AI/tools

Education

Bachelor's degree in a relevant discipline

CFA candidate (preferred)

Tools

Bloomberg

MS Office (Word, Excel, PowerPoint)

Job description

Business Associate (Early Career) | ANZ Institutional

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

We are looking for a Business Associate ("BA") within our Institutional business channel. This is an entry level role within the Australia and New Zealand ("ANZ") Team and will work alongside our Institutional team in supporting growth and strengthening relationships with our institutional clients.

Responsibilities

With a developing knowledge of our business and the Institutional landscape in ANZ, coupled with strong interpersonal skills, the BA will work closely with the Business Developers ("BDs"), Relationship Managers ("RMs") and Relationship Analysts ("RAs") in supporting our business development activities and maintaining service quality for our existing client relationships. The BA will also work with a range of internal stakeholders to ensure we meet and exceed client expectations.

Key responsibilities for the BA alongside other team members would include, but not limited to:

• 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
• Capturing and maintaining 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
• Other tasks and projects assigned by the team

Qualifications

The successful candidate will have a passion for learning about global capital markets. Interest in the business of investment management, a desire to work in a team-based and collaborative environment, and an analytical/ problem-solving orientation are required. The successful candidate should be organized and pay strong attention to details.

Candidates should possess a demonstrable track record of achievement through academic study, internships and early professional experience together with the capacity for differentiated thinking, strong work ethic and willingness to work with others. This position will require the 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.

Other required qualifications include

• Recent graduate or candidate with up to one year of relevant professional experience, ideally gained through internships or roles in investment management, financial services, or a related field.
• 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.
• Strong academic credentials, including a Bachelor's degree in a relevant discipline. An interest in pursuing further professional qualifications, such as a CFA would be preferable.
• Proficiency in Bloomberg, Microsoft Office, specifically in Word, Excel and PowerPoint

Not sure you meet 100% of our qualifications? That's ok. 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 ***************@wellington.com .

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.