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 RoleTHE ROLE
We are seeking an Equity Research Associate (RA) to join our Global Industry Research Financials team in Singapore. In this role, you will work closely with a senior Global Industry Analyst to support research coverage of the Asia Financials sector. The ideal candidate is an intellectually curious, proactive, and collaborative investor with a strong interest in Asian financial institutions and the investment management industry. Research is at the core of Wellington's investment process, and this role offers the opportunity to make a meaningful
contribution to the firm's ability to generate alpha through differentiated research and deep sector expertise. The position provides significant scope for professional development, intellectual challenge, and long-term career growth within a collaborative global investment platform.
Key Responsibilities
• Conduct ongoing fundamental research and due diligence on companies across the Asia financials sector, maintaining a deep understanding of industry developments, competitive dynamics, and investment implications.
• Develop and maintain detailed financial models, valuation frameworks, peer analysis, and industry knowledge to support the analysis of existing holdings and prospective investment opportunities.
• Attend company meetings, industry conferences, and other relevant events to develop differentiated insights into emerging industry trends, structural changes, and investment opportunities. Partner with the Global Industry
Analyst to translate these insights into actionable research and investment recommendations.
• Prepare high-quality written research and communicate investment recommendations to the Global Industry Research Financials team and the broader investment platform.
ESSENTIAL SKILLS
We are seeking a motivated and intellectually curious team player with a passion for the Financials sector and investing across Asia markets. This role is well suited to an individual with strong analytical and financial modelling skills who is eager to contribute to Wellington's Global Industry Research team.
The successful candidate will thrive in a collaborative investment environment, building trusted relationships with colleagues across global investment teams. They will possess excellent written and verbal communication skills and contribute thoughtfully to an open and rigorous investment dialogue. A growth mindset, characterized by intellectual humility, adaptability, and a commitment to continuous learning, is essential. They will also bring a global perspective and an independent, creative approach to identifying and evaluating investment opportunities across the region.
The successful candidate is likely to possess the following qualifications and characteristics:
• Undergraduate degree with a strong academic record.
• CFA designation or progress toward completing the CFA Program is preferred.
• Approximately 3–5 years of relevant professional experience in buy-side or sell-side equity research. Experience in covering the Financials sector is preferred.
• Strong financial modelling and analytical skills, including the effective use of AI and other investment research tools to enhance the research process.
• Sound judgement, a strong work ethic, and the highest standards of personal and professional integrity.
• A disciplined, bottom-up approach to fundamental investment research.
• Intellectual humility, resilience, and the willingness to challenge existing views and learn from mistakes.
• Strong interpersonal skills, with the ability to build trusted relationships and collaborate effectively across experienced, cross-functional investment teams.
• Ability to work independently, exercise sound judgement, and make decisions in situations of uncertainty.
• Strong organisational skills and the ability to manage multiple priorities effectively.
• Exceptional attention to detail.
• Demonstrated commitment to continuous learning and professional development.
• Full fluency in spoken and written English is essential; Mandarin proficiency is highly preferred.
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 [email protected].
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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