Client Group- FRM Co Op

Wellington Management•Boston, MA

6d•Hybrid

About The Position

The Client Group is responsible for strengthening and growing our prospect, client, and consultant relationships around the world. Wellington Management serves an extremely diverse mix of institutional investors located in over 60 countries. Our clients include public funds, central banks, insurance entities, endowments, foundations, mutual fund sponsors, retirement plan sponsors — both defined benefit and defined contribution — and many other types of institutions. The co-op will join the Financial Reserves Management (FRM) team, which partners with insurance company clients and oversees approximately $190 billion in assets across more than 165 relationships. This role provides a unique opportunity to gain hands-on experience in both client relationship management and business development within a leading global investment firm. The co-op will support reporting and analytical projects, assist with prospect and client presentations, and contribute to initiatives that support the team's growth objectives. They will attend client portfolio review meetings and collaborate with investment professionals to gain exposure to fixed income and private markets, portfolio positioning, and investment performance discussions. In addition, the co-op will work closely with colleagues across Client Platform, Investment Products & Fund Strategies, Legal, Compliance, and Portfolio Management, building a broad understanding of how Wellington serves clients and brings custom investment solutions to market.

Requirements

Strong communication skills
Excellent judgment
Ability to learn quickly and multi-task
Strong collaborative, time management, project management, and organizational skills
A very strong attention to detail
The ability to work on multiple assignments and complete high-quality work against deadlines
Extensive use of internal and external systems and databases
High proficiency with Microsoft Word, Excel and PowerPoint
Salesforce experience is helpful but not required
An interest in the markets and/or the investment management industry
A personable nature with a positive, collegial attitude, and a high level of professionalism are essential.
A sense of humor is a must.
Prior co-op experience
Foundational understanding of professional workplace dynamics and responsibilities
Only Northeastern University students are eligible for this program.

Responsibilities

Support in preparing presentation materials, briefing materials, research, and other collateral for client/prospect meetings
Collaborate regularly with the relationship team, product management, portfolio management, guideline, legal & compliance and operations teams across the firm on client and prospect deliverables.
Work with senior leadership on strategic projects to streamline team initiatives, goals, and reporting.
Willingness to pitch in during peak periods.
Run with project work independently (i.e. analyze industry investment trends, develop client analysis, competitor analysis, fundraising target lists)

Benefits

Retirement plan
Health and wellbeing
Dental coverage
Vision coverage
Pharmacy coverage
Health savings account
Flexible spending accounts
Commuter program
Employee assistance program
Life insurance
Disability insurance
Adoption assistance
Back-up childcare
Tuition/CFA reimbursement
Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)