Wellington Management Co-op

Wellington ManagementBoston, MA
2dHybrid

About The Position

THE COMPANY Tracing our roots to 1928, Wellington Management Company, LLP (WMC) is one of the world’s largest independent investment management firms. With over $1 trillion in assets under management, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce and fostering an open, collaborative, and inclusive culture, because we believe multiple perspectives lead to better investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. THE POSITION The Co-op will join a team supporting Wellington Leaders, with exposure to the financial services industry. In this role, the Co-op will assist with a mix of ongoing initiatives and short-term projects related to investment operations, governance, documentation, and research. The Co-op will collaborate with a broad range of internal stakeholders, including Investment Management, Operations, and Investment Administration, and may also interact with external partners. This position provides hands-on experience across different stages of fund and transaction lifecycles and offers a valuable opportunity to gain insight into how a global investment management firm operates.

Requirements

  • This role requires strong organizational and problem-solving skills, given the project-based nature of the work.
  • The successful candidate will be self-motivated, detail-oriented, and able to manage multiple priorities and time-sensitive tasks.
  • A strong candidate will demonstrate professionalism, intellectual curiosity, enthusiasm for learning, and an interest in financial markets.
  • Strong academic credentials are required.
  • Candidates should be proficient in Microsoft Excel, Word, and PowerPoint and possess excellent written and verbal communication skills.

Nice To Haves

  • A sense of humor and a collaborative mindset are valued.
  • A background or interest in business, finance, economics, or related fields is preferred.

Responsibilities

  • Reviewing, organizing, and supporting the production of investment- or fund-related materials
  • Assisting with data entry, database population, and document management
  • Conducting research and analysis related to business initiatives or market developments
  • Supporting process reviews and identifying gaps or improvement opportunities
  • Assisting with record maintenance and retention activities
  • Coordinating information, materials, or approvals across teams

Benefits

  • all employees are eligible to receive salary, variable compensation, and benefits.
  • Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible.
  • In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
  • Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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