Wellington Management
- 20
- questions
- 5
- stages
How the process runsFirm careers page, read Nov 7, 2026
- 1ApplicationStated by WellingtonCandidates may apply to more than one role or office and should tailor the resume to each.
- 2Online assessmentTypicalSome managers use online tests or ask for a written stock pitch before interviews.
- 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.
- 4Final roundTypicalSeveral interviews, often a pitch or case on a company you are given, plus a markets discussion.
- 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.
7 days of Pro. No card, nothing to cancel.