Wellington Management? Rep, exit opps? Worth it?

Logisticjoe's picture
Rank: Orangutan | 263

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.

Comments (11)

Feb 21, 2019

Hey Logisticjoe, I'm here to break the silence...any of these links help you?:

  • Advice needed: Offers from Top Performing HF in Hong Kong vs Reputable AM (Fido/Capital/Wellington) /Capital/Wellington) in equity research. Pros are that it definitely gives me better exit opps than the HF role and ... investing. Sorry for the long post, but any help is much appreciated! Fidelity Wellington Management capital ... a quant hedge fund ($500m AUM), fundamental L/S equity fund ($5Bn AUM), and long-only asset manager ...
  • Exit opps after central bank? worth it? bank?-What about the exit opps? Would it eventually be worth it financially?-Smart choice for grads?-Are ... Does anyone know about the exit opps after working several years in a central bank in continental ... there any exit opps to london as well? Exit Opps central bank ...
  • CFA- worth it for bankers? prospects and its value. CFA exit opp Banking to Private Equity hedge funds 1st year analyst Junior Banker ... here in deciding if it's worth the 200-300 hours just to have it in terms of future career ... I've read a lot though that for banking and PE it's not really beneficial. I would be doing it ...
  • banker career/lifestyle....not all that great? worth it? "legit" exit opps in PE / HF, 2 stayed on for a third year and are incredibly depressed, and the other six ... used to be, and exit opps are harder and harder to get, ibanking decreases your chances at b-school due ... life.....is banking worth it? 9/10 of people are in it for the money, prestige, and so-called lifestyle, not ...
  • Blackstone / PJT Exit Opps Blackstone NY: Blackstone FFL Sycamore Partners TA Associates Centerbridge York Capital Managment Maverick ... Glenview Capital Carlyle Group Blackstone Eton Park Capital Management CCMP Blackstone DLJ Merchant Banking ... Yale Law Blackstone Eton Park Capital Management Cerberus TPG Silver Lake Partners Silver Lake Partners ...
  • Why Are You Worth Your Salary? worth all of the benefits that come from top finance jobs (high salary, great exit opps, etc.). What ... makes you think that you're worth it? to Sunday, September 9, 2018- 11:00am ... There are plenty of posts on here about whether or not IB or other finance jobs are "worth ...
  • Risk Management in Investment Banking What is the job like in terms of hours/pay/experience/exit opportunities? How difficult is it to move ... Risk Management (based on your observation, experience)? Is it difficult to stand out? Thank you. ... Exit Opps for RM The bonus is about 30% less than the banking peers, but at least I have a chance to ...
  • More suggestions...

If those topics were completely useless, don't blame me, blame my programmers...

Feb 24, 2019


Feb 25, 2019

Team Analyst or Global Industry Analyst?

Most Helpful
Feb 25, 2019

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.

    • 2
Feb 25, 2019

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

    • 1
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Feb 28, 2019

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

    • 1
Feb 28, 2019

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.

Mar 2, 2019

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.

    • 1
May 8, 2019

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.

    • 1
May 31, 2019

Models and QT are right on point, in my opinion.

May 31, 2019