Sustainable Investing Co-op

Wellington Management•Boston, MA

10d•Hybrid

About The Position

The Sustainable Investing Co-op will gain exposure to many aspects of the client engagement process and SI regulatory initiatives. The role will partner closely with relationship teams, product management, L&C, and reporting teams to respond to client inquiries and support the design and implementation of commercial and regulatory driven sustainable investment product solutions. The Co-op will be exposed to the following activities: The co-op will support business efforts in the area of sustainable investment. Research projects will include understanding the sustainable investment issues most pressing to our clients and third-party assessors, readying the client group for changes in sustainable investment policy and regulation, and driving initiatives to advance our positioning as a sustainable investment leader. Additional projects may include conducting analysis to support the business strategy for sustainable investment, assistance with client specific analysis, and support of the development of internal trainings, and standard operating procedures for client facing teams on our sustainability initiatives.

Requirements

Strong academic track record
Course work/interest in the area of sustainable investment (impact, climate, diversity, long termism)
Ability to work independently and with a team
Curiosity, ingenuity, and research skills
Analytical skill and capital markets knowledge
Effective verbal and written communication skills
Candidates must have prior co-op experience, as this position requires a foundational understanding of professional workplace dynamics and responsibilities.
Only Northeastern University students are eligible for this program.

Responsibilities

Assist in the execution and delivery of SI regulatory reporting requirements, with an initial focus on Sustainable Finance Disclosure Regulation (SFDR) reporting. Responsibilities may include, but are not limited to, collaborating with our third-party provider to help to ensure efficient processes and procedures, fact-checking regulatory reports, running competitive analysis, and conducting internal assessments on data availability.
Meeting minutes for SI Reg Ops work stream meetings, including documenting decisions made.
Ad hoc projects as required and as they relate to many complex and varied elements of SI regulatory reporting.
Advancing the development of SI KPIs, assist with the SI tagging project, and build out systematic solutions for Salesforce metrics reporting.
Lead the review process qualifying, coordinating, and overseeing firm and product-level SI responses on questionnaires (RFI/RFP/DDQs), providing subject matter expertise for SI disclosure language and data analysis related to SI and climate metrics.
Partner with SI reporting team to enhance reporting capabilities over time and manage governance and escalation for complex custom reporting requests.
Ensure strategic review and alignment with standard reporting practices while balancing regional priorities, client tiering and growth opportunities.
While the role is Sustainable Investment focused, responsibilities will also include non-SI related tasks as need and capacity dictate. These tasks will support the broader Client Reporting Services Team, of which SI Client Solutions Team is a part.
Responsibilities include, but are not limited to, running metrics, assisting in the coordination of client communications, and assisting with quarter-end and month-end reporting.

Benefits

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)