Business Undergraduate Summer Internship

Wellington ManagementBoston, MA
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
  • 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

  • Participation in on-campus activities, leadership roles, volunteer opportunities and work experiences

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
  • 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
  • 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)
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