Investech APAC Associate

1 week ago

Sydney, New South Wales, Australia Wellington Management Full time
About the Role

Wellington Management is seeking early career individuals to be part of the InvesTech Associate Program in the Investment Services and Technology Department (InvesTech). As an InvesTech Associate, you will develop the foundation to become successful in a career in financial operations and technology.

Program Overview

This is a program that offers flexibility for successful candidates to explore their diversified interests in the financial services industry and develop a differentiated skillset that is highly relevant to how the investment management industry is evolving.

Program Details

Successful candidates will begin their tenure as an InvesTech Associate, with a first rotation through the Technology team to learn how Wellington's robust technology suite is designed, built, tested, and supported to drive Wellington's innovation and operational edge to exceed the investment and service expectations for our clients and business partners worldwide.

Technology Rotation
  • Engage with business users such as investors, traders, or client relations to assess their technology needs, understand workflows, and propose solutions
  • Create functional specifications and user requirement documents that outline enhancements, defect fixes, and integrate with existing system architecture
  • Partner with development teams to build solutions and participate in testing efforts
  • Ensure user acceptance by leading training sessions and gathering continuous feedback

Upon completion of the technology rotation, Associates will move on to a financial operations role based on their interests and the InvesTech department's needs, gaining insight into the asset management industry and exposure to groups across Wellington including trading, portfolio management, legal and compliance, and client servicing.

Financial Operations RolesClient Investment Services
  • Collaborate on technology initiatives designed to enhance the way the firm services our clients.
  • Participate in drafting responses to questionnaires requested by new business prospects, existing clients, and investment consultants.
  • Customize investment content for use in quarterly reporting to clients.
  • Support the team in its goal of providing timely and automated information for reporting for our clients.
  • Assist team with a variety of group-wide projects aimed at creating efficiencies and scalability with respect to client and prospect reporting.
  • Coordinate and conduct analysis of client portfolios, respond to client inquiries on a wide variety of topics, and perform other tasks as appropriate.
Fund Services Client Solutions
  • Assist with technology projects.
  • Perform Fund Controller responsibilities for various funds, including Fund Accounting and Financial Reporting tasks.
  • Perform Treasury Analyst tasks, including monitoring margin and exposure changes and stock loan analysis.
  • Assist the team in terms of Transfer Agency tasks, including monitoring of daily transactions from the fund investor and providing the information to internal/external parties and responding back to the queries.
  • Assist the team in terms of Japan ITM related business, especially in the area of day-to-day ITM accounting support and communication.
  • Complete analytical projects related to the business, regulatory and investment oversight of our funds.
  • Interact with and building relationships across all functions and levels of the organization.
  • Lead ongoing ad hoc business, product, and finance-oriented projects.
Client Operations & Transition Services
  • Content localization and translation coordination for Asian languages and materials design. More collectively, focus on infrastructure design and operation to enhance quality, productivity and cost efficiency in local language materials production.
  • Process design and client liaison and delivery platform.
  • Regulatory Operations.
  • Client transition and solutions, provide various day-day operational service to client in APAC.
Investment Implementation, Business Operations & Strategy
  • Provide investment teams with the appropriate controls and support to ensure investments are made in accordance with the client's investment guidelines and regulatory requirements.
  • Support the operational and client services functions related to investment in bank loans.
  • Oversee trade settlements, monitoring controls to ensure data integrity.
  • Implementation of investment ideas into client portfolios in accordance to client guidelines and direction.
  • Liaising with the Trading Team on liquidity and cash management.
  • Thought partner with Product Management, Relationship Team and Client Servicing team in building the book of business of various products.
Qualifications
  • Undergraduates graduating with a Bachelor's degree between Fall 2024 – Summer 2025.
  • Demonstrated interest in process, technology, and the investment management industry (all majors and backgrounds welcome to apply).
  • Strong academic performance.
  • Proven leadership experience and participation in community service and extracurricular activities.
  • Experience or coursework in at least one of the following areas: Business decision making, including critically analyzing business processes and using technical skills to propose solutions and enhancements Systems analysis, including requirements gathering, user stories, and test planning Software engineering, including design patterns, programming languages, and constructs e.g., Python, JavaScript, Java, C++, SQL, Office Suite.
  • Possess work authorization to legally work in the selected office location without employment sponsorship.
Skills
  • Superior written and verbal communication skills.
  • Well organized, ability to multi-task and detail-oriented.
  • Ability to work both individually and collaboratively in a fast-paced environment.
  • Ability to learn new concepts and subjects quickly.
  • Creative thinker, with the ability to generate independent ideas and thoughts.
  • Highly motivated self-starter with a high intellectual curiosity.
  • Strong work ethic and professionalism.
  • Aptitude for solving complex technical or functional problems.
  • Fluency in additional Asian language skills are advantageous.

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