Job Information
Wellington Corporate Access Originator in Boston, Massachusetts
About Us
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
Position
Based in Boston, the Corporate Access Originator will be responsible for developing and executing corporate access events across the Americas region. The role is responsible for the coordination and management of access to corporates, experts and government entities. This will include on- and off-site meetings, site visits, conference calls, roadshows, investment conferences and ultimately bespoke field trips. This is a hands-on role requiring ownership of the day-to-day coordination between our investment professionals and corporates. The Corporate Access Originator will engage with investors, proactively suggest agendas and itineraries, as well as represent the firm with Investor Relations as and when appropriate.
RESPONSIBILITIES
Specific responsibilities include:
Centralize and coordinate corporate access activity throughout the Americas region;
Work closely with sell-side counterparts to manage corporate access activity;
Engage with the Investor Relations community directly to strengthen Wellington’s corporate partnerships;
Problem solve and liaise with our research providers to create the best possible conference schedules for our investment professionals;
Develop and utilize technology to enhance management of the corporate access process;
Work closely with global counterparts in other geographical locations to provide corporate access updates and opportunities; and
Engage with all investment professionals across the region, gaining an understanding of their requirements.
QUALIFICATIONS
A successful candidate should have the following qualifications:
Minimum of 5 years’ experience within financial services; corporate access or investor relations experience is helpful but not required;
A strategic mindset; the ideal candidate will be highly motivated and proactive;
Ability to develop relationships with investment professionals, gaining an understanding and empathy with their needs as an investor;
Exceptional written and oral communication skills;
Flexibility to work both independently and to thrive in a highly collaborative, fast-paced, results-oriented environment;
Very high attention to detail and consistent follow through; accuracy with all work is essential;
Ability to prioritize and multi-task as needed; excellent organizational skills are required;
Diplomacy, yet strength to defend the right decision in a very visible situation;
Strong Excel and database skills are an advantage.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. 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 r ace, 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 .
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:
USD 80,000 - 180,000
This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.
Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.
For more information, please visit https://www.wellington.com/en/ (https://www.wellington.com/en/about-us)