Investment Research Macro Strategy Co-op
About The Position
Wellington Management is a global investment management firm with over $1 trillion in assets under management. The Investment Research group focuses on delivering deep, differentiated research across equity and fixed income. This co-op position will primarily support macro strategy research, working closely with a Macro Strategist on US equity sector-based macro and profits research. The co-op will help translate macro themes into investable ideas and gain practical exposure to how macro themes and sector-level analysis inform investment decisions. The role is based in Boston and reports to the Associate Director of Investment Research.
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
- Excellent communication, writing and Excel skills
- Demonstrated interest in the investment management industry
- Prior co-op experience
- Only Northeastern University students are eligible for this program
Nice To Haves
- Excellent academic record, including relevant coursework in finance, business, and/or economics
- Prior work experience in a financial or other client-oriented team role, and comfort working in a fast-paced organization with high professional standards
- Experience with data visualization software (such as Tableau) and/or experience with Python strongly preferred
- Experience with leveraging AI tools such as Microsoft Copilot, ChatGPT, Claude, etc.
Responsibilities
- Supporting a Macro Strategist with research and analysis related to US equity sector-based macro trends and corporate profits
- Helping translate macro themes into investable ideas by organizing research inputs, synthesizing market data, and preparing materials for investor discussions
- Conducting data analysis and creating research outputs that support sector-level macro and profits insights
- Developing presentations, summaries, and other materials to communicate research findings clearly to investment audiences
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 reimbursement
- CFA reimbursement
- Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
