INVESTMENT20/20 TRAINEE JOB DESCRIPTION WELLINGTON MANAGEMENT FUNDS GLOBAL BUSINESS ASSOCIATE PROGRAMME.

Investment20/20 Trainee Job Description
Wellington Management Funds Global Business
Associate Programme.

WELLINGTON MANAGEMENT

Tracing our history to 1928, Wellington is one of the world’s largest
independent investment management firms. Our comprehensive investment
capabilities are built on the strength of rigorous, proprietary 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
foster 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.

We are transitioning to a hybrid work environment where both remote work
and the office play a critical role. Our vision is a future where all
employees are empowered to work flexibly to drive the best outcomes for
our clients. Flexible work is a mindset and a core value. Our employees
are encouraged to work remotely two days a week as a standard practice
and will have flexibility in terms of working hours.

1 of 5        Camomile Court, 23 Camomile Street, London, EC3A 7LL
                              Investment2020.org.uk

PROGRAMME OVERVIEW
The Business Associate (BA) Program is an exciting pathway into our firm for
graduating, undergraduate Bachelor’s students who are interested in the variety of
career opportunities available in the investment management industry. This three-
year, London based program will help you gain insight into our industry, firm and
culture, as well as knowledge of the many different business divisions that support
our investment functions.

We expect new entrants to join the Business Associate Program in July 2022.
During your first two weeks with us, you will be assimilated into the firm through
our virtual Base Camp Development Program. This program is designed to equip
you with new skills and knowledge of our clients, industry, firm, and culture while
developing a strong internal network that will set you up for a successful transition
into the firm. By investing in your personal growth on day one, you will help us
continue to exceed our client’s expectations.

You will join as part of the Investment20/20 trainee programme and you
will have opportunities to meet and network with over 300 trainees across
the industry and participate in socials and insight events.

DIVISION
Wellington Management Funds Global (“WMF Global”) group develops and
oversees a variety of commingled funds offered to a diverse set of Wellington’s
clients from over 40 countries worldwide.   WMF Global sponsors over 80 funds
totaling AUM of $44 billion, spanning the full range of Wellington’s product
offerings, including equity, fixed income, multi-asset and alternatives. WMF Global
has funds domiciled in Ireland (UCITS), Luxembourg (UCITS and AIFs), as well as
in Cayman, Canada and Australia.

Responsibilities
Responsibilities may include, but are not limited to:

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Product Development
   •   Support the group’s active launch of new funds, by conducting competitive
       analysis and running various reports and analytics to help the team through
       the end-to-end fund development design and launch process
   •   Help prepare items related to fund changes, including but not limited to
       portfolio manager or strategy transitions, fee and benchmark changes
   •   Assist with client information requests and rfps concerning existing funds

Governance
   •   Prepare agenda and materials, and minute, monthly team meetings on
       regulatory change; follow-up on regulatory action items and, keep the
       regulatory tracker updated and available. Assist with project management of
       implementation of certain regulatory changes
   •   Request and collate Committee and Board materials; assist with the review
       of materials; follow-up on Committee and Board action points; prepare Board
       meeting schedules/timings/and set-up presentation slots and send materials
       to Board attendees
   •   Support the process of reviewing business policies (e.g. follow-up with
       colleagues, help with formatting policy documents). Keep policy books
       updated and available.

Sales Infrastructure
   •   Support the global distribution of the funds by building an understanding of
       country specific requirements to register the funds across multiple
       jurisdictions, and then oversee related regulatory filings
   •   Assist in the oversight of external vendors engaged to produce regulatory
       required fund documentation to include: UCITS KIIDs, PRIIPS KIDS, and
       new ESG related disclosure
   •   Help oversee strategic data/document dissemination partner, attending calls
       and answering queries. Support efforts to increase our external footprint with
       vendors and rating agencies, including from an ESG perspective

Projects
   •   For all areas above, help out on projects as needed, such as SFDR and
       other ESG-related projects and growth initiatives

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QUALIFICATIONS & SKILLS

If you are a graduate from any subject background with a passion to develop a career
in investment management and have the following skills, we would like to hear from
you.

   •   Excellent written and verbal communication skills
   •   Well organized, ability to multi-task and detail-oriented
   •   Inquisitive, highly motivated self-starter
   •   Analytical with strong problem-solving skills, comfortable working with, and
       interpreting, quantitative data
   •   Highest ethical standards and integrity
   •   Strong work ethic and professionalism
   •   Proficiency in Microsoft Office, specifically in Word, PowerPoint and Excel
   •   Tech or IT skills a plus

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 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
GMCANINQ@wellington.com.

Application process
To be formally considered for the 2022 Wellington Management Funds
Global Business Associate Programme, please apply directly by submitting

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your CV and a 1page cover letter detailing why you are applying for this
role at Wellington Management.

Submit your CV and cover letter Business Associate (myworkdayjobs.com)

Candidates will be invited to 3 step interviews process plus they will have
an opportunity to meet the wider team before they start.

Closing date for applications: 30 March 2022
Start date:   ASAP

Please note that we are only able to respond to successful applicants.

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