Business Undergraduate Summer Internship

Wellington Management•Boston, MA

3d•Hybrid

About The Position

Wellington Management is seeking motivated undergraduate students to join our 2027 Business Undergraduate Summer Internship Program. This 10-week paid internship provides hands-on experience, mentorship, and exposure to the investment management industry. Interns will work full-time (40 hours/week) at our Boston headquarters starting June 2027. Interns are also eligible for a housing stipend and a flexible work model that includes four days per week in the office and one remote workday. This program is designed to help students build professional skills, explore career paths, and contribute to meaningful projects alongside experienced professionals.

Requirements

Current sophomore and junior undergraduate students from all academic majors working toward a bachelors degree
Strong communication, attention to detail, organization, and problem-solving skills
Curious and adaptable, with an interest in leveraging emerging technologies and AI tools to improve efficiency, enhance decision-making and discover smarter ways of working
Interest in business, finance, or operations
Participation in on-campus activities, leadership roles, volunteer opportunities and work experiences
Ability to work collaboratively in a team environment
No prior finance experience is required.
This position is not eligible for visa sponsorship.

Nice To Haves

Gain exposure to the investment management industry
Work on real projects with business impact and gain in-depth understanding of their function
Build skills in analysis, communication, and problem solving
Mentorship and feedback opportunities that focus on learning and growth
Participate in professional development workshops
Network with professionals and fellow interns

Responsibilities

Support day-to-day team projects and strategic initiatives
Conduct research, data analysis, and process improvements
Collaborate with teams across the firm
Work on a summer project solving a real business challenge
Present your work and insights to senior leaders, mentors, and your peers.
Analyzing new business opportunities by region or channel
Supporting business analytics
Conducting competitive analysis and due diligence
Engaging with Wellington’s evolving technologies and client-related applications
Helping evaluate investment opportunities.
Contribute to financial analysis and modeling, budgeting processes, management reporting, tax research, and other projects that provide insight into how a global investment management firm operates.
Gain a practical understanding of how operational processes are built to deliver scalability, risk mitigation, service excellence, and a high-quality client experience.
Contribute to the completion of risk-mitigating projects, and conduct analysis and reporting.
Tagging and analyzing key risk management metrics
Gaining proficiencies in regulatory requirements of regimes applicable to a US investment adviser
Assisting with due diligence process for new and critical vendors
Assisting with the testing of control design and effectiveness.
Supporting the firm’s domestic and international post-execution trade activities
Interacting with traders and brokers
Conducting trading data analysis.

Benefits

housing stipend
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)