Wellington Management

Legal Associate

Wellington Management$80K — $150K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in political science, Government, Economics, Finance, or a related field
  • 1-2 years' experience in a legal or contracting role within an asset manager or financial institution
  • Interest or experience in legal technology and process design
  • Strong business judgment and collaboration skills
  • Pragmatic approach to risk management in contracting
  • Excellent written and verbal communication skills
  • Ability to work independently and collaboratively in a team setting

Responsibilities

  • Assist with documentation for fixed income, equity transactions, and derivatives
  • Act as the main contact for the Public Markets Legal team and investment professionals
  • Collaborate with colleagues on contracting work
  • Address complex documentation issues and help establish controls
  • Support technology solution development for contracting, including AI and MS Power Apps
  • Enhance and improve legal processes and workflows

Benefits

  • Comprehensive health and wellness coverage including dental and vision
  • Flexible work environment with remote work options
  • Retirement plan and health savings accounts
  • Tuition and CFA reimbursement programs
  • Employee assistance programs offering various support services
  • Paid time off for volunteer opportunities, sick days, and holidays
  • Adoption assistance and back-up childcare options
Full Job Description

Job Description

As a member of the Legal & Compliance group, the Legal Associate will support the firm’s public capital market investment activities by reviewing, negotiating, and implementing investment-related agreements and analyzing legal and commercial issues that arise in these contexts. The position also involves improving contracting processes and supporting the implementation of technology solutions, including AI tools, to enhance the efficiency of legal workflows.

Responsibilities

  • Primarily assist with contracting and documentation for support of Wellington’s Investment Platform including documentation for fixed income and equity transactions, derivatives and non-disclosure agreements.
  • Serve as the primary point of contact for the Public Markets Legal team and investment professionals.
  • Collaborate with other members of the Legal team as necessary in connection with contracting work.
  • Assisting with complex issues arising on documentation and helping to establish controls and processes where required.
  • Support the development and implementation of technology solutions in relation to the contracting process, including AI and Microsoft Suite Power Apps.
  • Contribute to the development and improvement of legal processes, design and efficiency.

Qualifications

The successful candidate is likely to have:

  • Bachelor's degree in political science, Government, Economics, Finance, or a related field of study
  • 1-2 years' experience in a legal or contracting function at an asset manager, financial institution, or large corporate, and experience in technology applications
  • Interest in the implementation of legal technology and process design and improvement
  • Good business judgement and strong collaboration skills
  • A pragmatic and risk aware approach to contracting, coordination, and collaboration within the Legal team and wider business
  • Proven written and verbal communication skills, including the ability to effectively distill and communicate complex issues in a dynamic environment
  • The character and ability to work independently and collaboratively in a team environment
  • Language skills would be a positive but is not a requirement
  • Qualification as a lawyer is not a requirement for consideration for the role

JOB TITLE

Legal Associate

JOB FAMILY

Legal

LOCATION

280 Congress

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.

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 80,000 - 150,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. 

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.  Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).

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.

About Wellington Management

Wellington Management is a global investment management firm that provides services to institutional clients, including pension funds, endowments, and foundations. The company was founded in 1928 and is headquartered in Boston, Massachusetts. Wellington Management offers a range of investment strategies, including equity, fixed income, and alternative investments. The company has offices in North America, Europe, Asia, and Australia, and manages over $1 trillion in assets. Wellington Management is known for its research-driven approach to investing and its commitment to responsible investing.
Learn more about Wellington Management
Size
2,500 employees
Industry

Similar Jobs

More Jobs at Wellington Management

More Legal & Accounting Jobs

Find similar Legal Associate jobs: