Graduate Business Associate, Client Platform

Wellington Management Company; Boston (MA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing

Dental insurance

Vision insurance

Health savings account

Flexible spending accounts

Employee assistance program

Life and disability insurance

Tuition/CFA reimbursement

Paid time off

Job summary

Wellington Management seeks a Business Associate for the Client Platform in Boston. Based in the Client Platform, you will work with investment professionals to understand client objectives, identify solutions, and support business development through analytics, market research, and cross-functional collaboration.

You will assist with RFPs, prepare client-facing materials, and help manage relationships using Salesforce, while developing a foundation for a career in investment management.

Qualifications

• Undergraduates from all majors graduating with a bachelor's degree between Fall 2026 and Summer 2027
• Demonstrated interest in investment management
• Proficiency in Microsoft Office, specifically Word, PowerPoint, and Excel
• Demonstrated academic achievement
• Proven leadership experience and participation in community service and extracurricular activities
• Highest ethical standards and integrity
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities
• Strong quantitative, analytical, and problem-solving skills with the ability to synthesize information
• Highly motivated self-starter with intellectual curiosity, a strong work ethic, and professionalism
• Ability to thrive in a collaborative, fast-paced environment
• Curious and adaptable, with experience in exploring and applying emerging technologies and AI tools to solve problems, improve how work gets done and support better decision making

Responsibilities

• Assist with analytics, market research, and competitor analysis
• Contribute to projects and initiatives that support the Client Platform's business objectives
• Participate in cross-functional meetings and collaborate with colleagues across the firm
• Support the qualification and coordination of Requests for Proposal (RFPs)
• Prepare presentation materials, briefing materials, and other collateral for prospect calls, client meetings, and business development opportunities
• Coordinate follow-up actions from prospect and client meetings and respond to ad-hoc requests
• Maintain and update Salesforce to support client and prospect relationship management activities

Skills

Analytical skills

Microsoft Office

Communication skills

Interest in investment management

Education

Bachelor's degree in progress

Tools

Salesforce

RFP coordination

Job description

Wellington Management seeks a Business Associate for the Client Platform in Boston. Based in the Client Platform, you will work with investment professionals to understand client objectives, identify solutions, and support business development through analytics, market research, and cross-functional collaboration.

You will assist with RFPs, prepare client-facing materials, and help manage relationships using Salesforce, while developing a foundation for a career in investment management.