Wellington Management Co-op
About 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
- Strong organizational and problem-solving skills
- Self-motivated, detail-oriented, and able to manage multiple priorities and time-sensitive tasks
- Professionalism, intellectual curiosity, enthusiasm for learning, and an interest in financial markets
- A sense of humor and a collaborative mindset are valued
- Strong academic credentials are required
- Proficient in Microsoft Excel, Word, and PowerPoint
- Excellent written and verbal communication skills
Nice To Haves
- 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
- 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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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
