Investech Apac Associate

**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

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

The InvesTech Associates will be part of a regional cohort and will receive training and skill building opportunities to develop expertise in the processes and technology that drive asset management, portfolio analysis, funds, and client engagement.

The position can be based in Tokyo, Hong Kong, Singapore or Sydney.

**Program Details**

During the technology rotation the InvesTech Associate will:

- 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.

Examples of financial operations roles include:
**Client 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 th