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- Tasks: Coordinate corporate access events and engage with investors across EMEA.
- Company: Wellington Management, a leading independent investment management firm.
- Benefits: Flexible work arrangements, inclusive culture, and opportunities for professional growth.
- Why this job: Join a dynamic team and make an impact in the investment world.
- Qualifications: Strong collaboration skills and a desire to learn; finance experience is a plus.
- Other info: Diverse workforce encouraged; apply even if you don't meet all qualifications.
The predicted salary is between 36000 - 60000 ÂŁ per year.
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
The Corporate Access Analyst, based in London, will be part of a team responsible for developing and executing corporate access events across EMEA, including coordination and management of access to corporates, experts, and government entities. This will include on and off‑site meetings, site visits, conference calls, roadshows, investment conferences, and bespoke field trips. This is a hands‑on role which requires ownership of day‑to‑day coordination between our investment professionals and the corporates. The Analyst will engage with investors, proactively suggest agendas, itineraries, and respond to company queries and questions where applicable.
Responsibilities
- Partner with global investment professionals to understand and support their corporate access needs across European markets.
- Coordinate with international colleagues to deliver timely updates and identify strategic corporate access opportunities across regions.
- Engage with the Investor Relations community in partnership with the corporate access team to strengthen Wellington’s corporate partnerships and brand.
- Work closely with sell‑side counterparts, brokers, and third‑party vendors to manage corporate access activity.
- Collaborate with buy‑side partners to design and execute tailored conferences in London that align with their strategic objectives and engagement preferences.
- Coordinate with research providers to design and optimize conference schedules that align with investment professionals’ priorities.
- Support investment professionals in fulfilling their expert engagement requirements, ensuring all interactions adhere to regulatory standards and internal compliance protocols.
- Contribute to the development and implementation of technology solutions that streamline and enhance the corporate access process.
- Update and analyze current processes and procedures and actively suggest improvements and assist with training.
Qualifications
- Relevant experience within financial services, particularly corporate access and investor relations, but not essential.
- A strong team player with excellent collaboration and interpersonal skills.
- A service attitude and mindset.
- Self‑motivated and strategic thinker with a strong desire to learn and grow within the role.
- Ability to develop relationships with investment professionals to gain an understanding and empathy with their needs as an investor.
- Excellent written and verbal communication skills, with the ability to convey information clearly and professionally.
- Highly motivated and proactive individual who is capable of working on their own initiative.
- High attention to detail and consistent follow through; accuracy with all work is essential.
- Strong organizational skills with the ability to prioritize effectively and manage multiple tasks simultaneously.
- Composed and diplomatic under pressure, with the confidence to advocate for sound decisions in high‑visibility situations.
- Strong Excel and database skills are an advantage.
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 skills, 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, colour, 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 GMWTalentOperations@wellington.com.
We believe that in-person interactions inspire and energise 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.
Corporate Access Associate employer: Wellington Management
Contact Detail:
Wellington Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Corporate Access Associate
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to professionals on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or use online resources to refine your answers. Focus on articulating your experiences clearly and confidently, especially those that relate to corporate access and investor relations.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. So go ahead, hit that apply button!
We think you need these skills to ace Corporate Access Associate
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specific skills and experiences that align with the Corporate Access Associate role. Highlight any relevant experience in financial services, corporate access, or investor relations to catch our eye!
Show Off Your Communication Skills: Since this role requires excellent written and verbal communication, don’t shy away from showcasing these skills in your application. Use clear and professional language, and make sure your documents are well-structured and free of errors.
Demonstrate Your Team Spirit: We love a strong team player! In your application, share examples of how you've collaborated with others in previous roles. This will help us see how you can fit into our open and inclusive culture.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of being noticed. It’s the easiest way for us to keep track of your application and ensure it gets to the right people!
How to prepare for a job interview at Wellington Management
✨Know Your Corporate Access Basics
Before the interview, brush up on your understanding of corporate access and investor relations. Familiarise yourself with how these concepts apply to Wellington Management's operations, especially in the EMEA region. This will show that you’re not just interested in the role but also understand its significance within the company.
✨Showcase Your Collaboration Skills
Wellington values teamwork and collaboration. Prepare examples from your past experiences where you successfully worked with others to achieve a common goal. Highlight how you can engage with investment professionals and corporate partners effectively, as this is crucial for the Corporate Access Associate role.
✨Demonstrate Your Proactive Mindset
In your interview, convey your self-motivation and strategic thinking. Discuss instances where you took the initiative to improve processes or suggest new ideas. This aligns with the role’s requirement to actively identify corporate access opportunities and enhance the overall experience for investment professionals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle pressure. Think about how you would manage multiple tasks or respond to unexpected challenges in a high-visibility situation. Practising these scenarios will help you articulate your thought process clearly during the interview.
