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Asset Management/Company sets/Wellington
Wellington Management logo

Wellington Management

20
questions
5
stages
Start the set

How the process runsFirm careers page, read Nov 7, 2026

  1. 1ApplicationStated by WellingtonCandidates may apply to more than one role or office and should tailor the resume to each.
  2. 2Online assessmentTypicalSome managers use online tests or ask for a written stock pitch before interviews.
  3. 3First roundStated by WellingtonInterviews are virtual on Microsoft Teams and behavioral for everyone, with case or technical interviews added for technical roles; there is no separate recorded video step.
  4. 4Final roundTypicalSeveral interviews, often a pitch or case on a company you are given, plus a markets discussion.
  5. 5OfferTypicalUsually within days of the final round.

Timing between stages shows on each program page once students report it. Firms change formats by year and office; the firm's own invite is the final word.

What it tends to weighStated, then typical

From Wellington's careers site: The firm looks for collaboration, differentiated thinking, a record of achievement, curiosity, maturity, and analytical skill, plus clear interest in financial services and in Wellington. Source

  • Long term thinking: a thesis that holds over three to five years, not next quarter.
  • How an idea fits a mandate, a benchmark, and what the client needs.
  • Curiosity across sectors and asset classes, since analysts often rotate coverage.
behavioral
5 questions
markets
8 questions
technicals
7 questions

The Wellington set is Pro

20 questions, 4 written for Wellington, run as a drill with a 80% pass mark.

Topic drill sets stay free, one a day.

See plans

7 days of Pro. No card, nothing to cancel.