Business Intelligence Co Op

Wellington Management•Boston, MA
•Hybrid

About The Position

The Business Intelligence Co-Op represents an opportunity to join the Investment Platform Business Intelligence team, which partners with investment and business leaders to develop data-driven insights and scalable analytical capabilities that support management decision-making. The team is focused on building sustainable data, reporting and analytics solutions that provide greater transparency into the Investment Platform and reduce reliance on fragmented or manual processes. The co-op will gain exposure to the investment management business while working with a range of data, technologies and stakeholders across the global Investment Platform. The co-op will gain direct exposure to investors and their investment processes. The co-op will work primarily with the Business Intelligence team and assist with many of the tasks associated with managing a complex, growing, and fast-paced business. This position is based in Boston and interacts with colleagues across our global offices.

Requirements

  • Team player who is an independent self-starter, able to multi-task, and complete high-quality work.
  • Keen ability to pay attention to detail is a must for this position.
  • Excellent communication, writing and Excel skills are required.
  • Demonstrated interest in the investment management industry is also desired.
  • Strong academic record, including relevant coursework in data analytics, computer science, information systems, finance, business, economics or a related field.
  • Strong analytical and problem-solving skills.
  • Experience with Excel and data visualization tools such as Power BI or Tableau.
  • Experience with Python, SQL or similar analytical/programming tools strongly preferred.
  • Interest in emerging technologies and their application to analytics and business processes.
  • Ability to work effectively in a fast-paced, collaborative environment with high professional standards.
  • Demonstrated interest in the investment management industry is desirable.
  • This co-op position entails cross-training to ensure optimal performance across functions.
  • Candidates must have prior co-op experience, as this position requires a foundational understanding of professional workplace dynamics and responsibilities.
  • Only Northeastern University students are eligible for this program.

Nice To Haves

  • Experience with Python, SQL or similar analytical/programming tools strongly preferred.
  • Interest in emerging technologies and their application to analytics and business processes.
  • Demonstrated interest in the investment management industry is desirable.

Responsibilities

  • Supporting the Investment Platform Morning Meeting process, including meeting logistics, coordination of materials, and capturing key discussion points and follow-up items.
  • Partnering with team members and business stakeholders on ad hoc and recurring data analysis across investment teams, strategies and business activities.
  • Developing data visualizations, dashboards and analytical tools that enable investment and business leaders to identify trends and make informed decisions.
  • Supporting the development and enhancement of scalable reporting and data products, including efforts to consolidate or replace manual and legacy reporting processes.
  • Helping to streamline and automate internal processes, improving efficiency, data quality and sustainability.
  • Assisting with the collection, validation and organization of data from multiple sources and helping maintain consistent, reliable datasets.
  • Supporting analyses related to areas such as investment performance, peer-relative insights, business activity and management reporting.
  • Working with team members to understand business requirements and translate them into effective analytical solutions.
  • Exploring opportunities to use modern data, visualization and development tools to improve how information is delivered and consumed.
  • Supporting other strategic Business Intelligence initiatives as priorities evolve.

Benefits

  • retirement plan
  • health and wellbeing
  • dental
  • vision
  • pharmacy coverage
  • health savings account
  • flexible spending accounts
  • commuter program
  • employee assistance program
  • life and disability insurance
  • adoption assistance
  • back-up childcare
  • tuition/CFA reimbursement
  • paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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