Recently received an invite to got to Boston and interview for an investment reporting analyst role. Seems like a good entry into the asset management/fixed income world and would be a great opportunity. Do a yea/two and move into a better role or leave for a better role. Anyways, I live in nyc, recent grad. Moving worth it for your first opportunity? Is going to work for that specific firm worth it? I do have some good leads and interviews coming up in nyc but they seem to be moving really fast at Wellington. Don't want to move there and its not going to lead to something good in a year or two.
Popular Content See all
- TESLA TRUCK
- Don’t put non-IB people down
- Going out on your own
- Who is Winning? Wharton vs. D1 Athlete
- Able-bodied people using handicap facilities
- How dead is trading?
- Very slow day, no work, what do I do?
- In this day and age, is it okay for someone in early 20s to not have any social media presence?
- Finance clubs are a scam
- Got rejected from a club and start doubting myself
Leaderboard See all


Recent Jobs See all

Comments (11)
Hey Logisticjoe, I'm here to break the silence...any of these links help you?:
If those topics were completely useless, don't blame me, blame my programmers...
Anyone?
Team Analyst or Global Industry Analyst?
Just re-read job title - apologies i thought it was an investment analyst role. Wellington is very well regarded but my honest advice is that taking a reporting analyst role is less than ideal if you are looking to be in an investment role. My advice would be it is far better to get an investment analyst / (associate) role at somewhere far less known if you want to have a career as an analyst. Depending on how you assess your options it would be a perfectly comfortable lifestyle and place to work - but I would have very high confidence saying you would not be able to move from the reporting role to an investing role within Wellington.
Don't know how internal mobility is at Wellington or what you're really looking for but at first glance the job title doesn't sound like an actual investing role if that means anything to you
Swinging Through

- SIE Exam Prep
- | Suggested Resource
Learn MoreBoost your resume and land a finance job by passing the FINRA SIE. 264 pages & 1981 smart flashcards written by a former 8X top Fidelity instructor. Try it for 0 bananas here.
Very hard to move from roles like that into investments roles. I'd recommend going for an investments role even if it's at a smaller shop
Thanks, I appreciate it. I am just in one of those situations where I currently have nothing. Few referrals for some roles but no actual real interviews or anything that I see leading to an offer. So trying to see what is out there hat I can use to leverage in a year to move into investments/research.
When did you graduate? If you're a May 2018 grad and still looking for something I would take the Wellington job. The other posters are correct that it's not ideal to be in a middle to back office role if your ultimate goal is to be an investment analyst. However, at some point having a long gap between graduation and your first job will become a real hurdle to getting any job. If you're a Dec 2018 grad the decision is a little tougher and you might wait it out a bit. In general terms, Wellington has a great rep though.
Agreed with points above. Welly has a great work/life balance, especially in that type of a role, but unlikely for you to move... So it depends on what you are looking for.
Models and QT are right on point, in my opinion.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Want to Unlock by signing in with your social account?
Want to Vote on this Content?! No WSO Credits?
Join Us
Already a member? Login
Related Content
See morePopular Content
See all