Website Wellington Management
About Wellington Management
Wellington Management is one of the world’s largest independent investment management firms, offering investment management and research services to institutions around the globe. Founded in 1928, the firm has long been a leader in many areas of the investment industry, with deep expertise in managing traditional asset classes such as equities and fixed income as well as more innovative strategies like alternatives and multi-asset portfolios. As a privately-owned company, Wellington Management operates as a partnership and prides itself on its comprehensive investment management capabilities that span nearly all segments of the global capital markets. The firm’s investment solutions are tailored to meet the unique return and risk objectives of institutional clients in more than 60 countries. This is bolstered by a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. The firm is headquartered in Boston, Massachusetts, with over 2,300 employees located across the globe.
About this Role
Wellington Management is seeking a highly motivated and results-driven Associate to join its Private Climate Investing Team. The Climate Innovation Fund (CIF) is a growth stage fund that invests in companies developing solutions to mitigate and adapt to climate change, typically at the Series B-D stage. The investment strategy encompasses a wide array of sectors, including energy, buildings, smart cities, industrial efficiency, transportation, and food and agriculture. The role involves an array of responsibilities, from sourcing and diligence to management of portfolio companies. The Associate will work directly with our senior investment team and will be involved in all aspects of the deal process. This is an excellent opportunity for someone passionate about private investing and climate change to gain foundational experience in venture capital and to progress within Wellington’s Private Investing platform.
Responsibilities
- Assisting with outbound market research and company mapping activities
- Performing due diligence on prospective portfolio companies
- Building and maintaining company financial models and other analysis on current and prospective investments
- Drafting investment memos and participating in investment committee discussions
- Attending target company management meetings and relevant industry conferences
- Assisting with quarterly and annual reporting needs for Limited Partners
- Completing complex analytical projects under tight time constraints
Requirements
- Two to four years of prior experience in investment banking, consulting, or venture capital
- Strong academic credentials and track record; an undergraduate degree is required
- Strong collaborative nature with the ability to debate merits and risks of potential investments
- Ability to leverage AI tools for market, industry, and company research
- Ability to organize, manage, and prioritize time well
- Strong analytical, problem-solving ability
- Sound judgment, strong work ethic, and highest personal and professional integrity
- A growth mindset with the ability to receive and act on constructive feedback
- A high degree of intellectual curiosity
- Strong attention to detail
Benefits
- Competitive salary and variable compensation
- Comprehensive benefit package including health, dental, and vision coverage
- Retirement plan and health savings account
- Flexible spending accounts and commuter program
- Employee assistance program and life and disability insurance
- Tuition/CFA reimbursement
- Paid time off (leave of absence, paid holidays, volunteer, sick, and vacation time)
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