2023 InvesTech Associate Program null

PROGRAM DETAILS

Successful candidates will begin their tenure as an InvesTech Associate with a rotation through the technology team to learn how Wellington’s robust technology suite is designed, built, tested, and supported.
During the technology rotation the InvesTech Associate will:

• Engage with business users such as investors, traders, or client relations to assess 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 Operations

• 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

• 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 build relationships across all functions and levels of the organization
• Assist with technology projects
• Lead ongoing ad hoc business, product, and finance-oriented projects

Investment Implementation

• 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 Spring 2023 – Summer 2023 or early-career professionals for Japan or Sydney-based applicants.
• 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
• Possess work authorization to legally work in 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

Interested students should apply and include the following documents with their application:

• CV stating their work authorization for their desired work location
• Cover Letter / Statement of Interest
• Unofficial Transcript