Jobs at Wellington Management

Supports Wellington Management’s Private Investments Legal Team with fund and deal document review, database and document management, gap analysis, record retention, signature coordination, and legal and regulatory research. The role provides exposure to private equity and private credit transactions, corporate governance, regulatory developments, and financial services operations. Strong organization, problem-solving, communication, attention to detail, and Microsoft Office skills are required. Only Northeastern University students are eligible.

Supports Financial Operations and Analysis by updating revenue reports, analyzing asset and revenue trends, producing portfolio manager reporting, and assisting with FP&A efficiencies. The role uses Excel, SQL, Tableau, Python, relational databases, and AI tools to automate reporting and create analytical models. The Co-op also handles ad hoc analyses and reporting requests for departments including accounting, financial planning, product management, research, and portfolio management.

Supports hedge fund financing operations by analyzing margin requirements, managing collateral, optimizing cash across prime brokerage accounts, and reducing financing costs. The role generates reports, identifies exposure risks, develops analyses using Python, SQL, Tableau, Access, and Excel, and collaborates with portfolio management, trading, legal, tax, clients, and external service providers. This co-op includes cross-training and exposure to fund servicing operations.

Supports global talent development operations, including Learning Management System administration, workshop and development event coordination, vendor management, online learning, and talent management activities. The role requires detail orientation, analytical ability, flexibility, confidentiality, discretion, and professional communication. The co-op will gain experience in learning operations, project and program management, analysis, and communication while cross-training across talent development functions.

Supports the global third-party risk management program through vendor onboarding, risk assessments, data validation, compliance monitoring, issue tracking, process documentation, and vendor lifecycle management. Collaborates with subject matter experts, business partners, sourcing teams, clients, and vendors. May also assist with business resilience and corporate insurance initiatives.

Supports the Equity Trading Desk by confirming and affirming transactions, resolving trading discrepancies, relaying broker activity, obtaining stock borrows, maintaining broker networks, overseeing commission programs, and producing daily reports. The role also performs research commission reconciliations and assists the Trade Coordination Manager. Cross-training is provided, and the position is open only to Northeastern University students enrolled in the co-op program.

Supports People Analytics through forecasting, predictive and AI-driven modeling, dashboard maintenance and consolidation, data quality improvements, visualization, reporting, and deep-dive research. The role generates actionable talent insights for workforce planning, engagement, retention, development, and organizational effectiveness while streamlining HR workflows and collaborating with Talent, HR, and business partners.

Supports revenue accounting through daily cash application, revenue estimation, journal entries, account maintenance, reporting, client receipt processing, invoicing, and ad hoc requests. The role collaborates with relationship teams and Treasury, assists with system enhancements, and gains exposure to investment management products and finance operations. Strong organization, communication, attention to detail, multitasking, willingness to learn, and Microsoft Excel and Word proficiency are required. Eligibility is limited to Northeastern University students.

Serves as a senior compensation subject matter expert for business leaders and HR partners. Responsibilities include advising on pay and bonus programs, conducting market benchmarking, overseeing EMEA compensation compliance, supporting annual compensation reviews, developing reward structures, analyzing compensation data, preparing committee materials, and leading compensation projects. The role partners with global and regional stakeholders to deliver competitive, compliant, market-aligned total rewards strategies.

Supports investment teams by monitoring transactions and holdings for compliance with client guidelines and regulatory requirements. Reviews investment management agreements, evaluates client guidelines, maintains the Sentinel monitoring system, provides real-time pre-trade support, resolves post-trade exceptions, and collaborates with relationship, product management, and portfolio management teams.

Drives commercial growth across insurance and sub-advisory relationships by developing executive-level clients, originating new mandates, expanding existing business, and executing strategic account plans. Leads commercial discussions and negotiations, monitors insurance market trends, coordinates cross-functional engagement across investments, product, legal, compliance, operations, and distribution, and strengthens Wellington’s strategic partnerships and assets under management.

Manage strategic insurance and sub-advisory client relationships, serving as a primary client contact and coordinating governance, reporting, deliverables, and issue resolution. Partner with Investments, Product, Operations, Legal, and Compliance teams to ensure service quality and accountability. Support client retention, strategic account planning, and partnership growth while maintaining visibility into client priorities and timelines. The role also contributes to relationship-management processes and development of junior team members.

Supports sales and relationship management for wealth and intermediary investment clients across Singapore and Southeast Asia. Responsibilities include client inquiries, market research, independent analysis, meeting preparation, relationship support, and communication of client expectations to internal teams. The role covers fund distribution and sub-advisory relationships, requires strong investment product knowledge and client-facing communication, and may involve travel.

Lead coordination and project-manage creation, review, and regulatory approval of fund documentation (prospectuses, KIID/KID, shareholder notices) across multiple domiciles. Liaise with legal, regulators, investment teams and vendors, manage regulator comments, client notifications, and implementation communications. Support fund development, fee and share-class reviews, EMT/EET production, and ad-hoc fund product projects while embedding controls and improving documentation consistency and processes.

Supports the Product Reporting Team for fixed income investment products by producing accurate standard and customized client reporting, marketing presentations, fact sheets, and product summaries. Develops expertise in assigned investment approaches, writes performance and attribution commentary, tailors portfolio positioning and outlook content, addresses product questions, peer reviews deliverables, and serves as a subject matter expert for Client Operations and internal stakeholders.

Supports investment stewardship through company engagement, proxy voting analysis, governance and sustainability research, stewardship reporting, and operational process improvement. Partners with investment professionals to assess proxy materials, company disclosures, governance practices, and financially material sustainability issues. Maintains engagement records, contributes to voting recommendations and reporting, monitors regulatory developments, and uses analytics and AI-enabled tools to improve stewardship workflows.

Design, build, and support full-stack systems that translate investment decisions into market actions. Influence architecture, drive technical decisions, collaborate with business and PM teams, and support the full delivery lifecycle including prototyping, implementation, testing, and production support.

Supports investment stewardship through company engagement, proxy voting analysis, governance and sustainability research, stewardship reporting, and operational process improvement. Partners with investment professionals to assess proxy ballots, monitor regulatory developments, maintain engagement data, develop voting recommendations, and communicate company responses and outcomes. The role also uses data analytics and AI-enabled tools to improve research, workflows, reporting, and engagement tracking.

Leads EMEA product strategy and end-to-end investment product development, from concept through launch and commercialization. Partners with senior leaders, distribution partners, wealth platforms, and cross-functional teams to identify opportunities, build business cases, develop financial models, and present proposals to governance forums. Conducts market, competitive, regulatory, and client research; leads strategic projects; supports resource allocation and enterprise strategy; and develops talent within the strategy function.

Manage private investment operations across deal approval, execution, settlement, IPOs, corporate actions, restrictions, liquidity events, and fund-of-funds activity. Review legal documents, reconcile investment and capital account data, validate GP reporting, resolve discrepancies, oversee vendors, and maintain accurate books and records. Improve processes, controls, workflows, and supporting technology while coordinating with legal, investment, trading, valuation, fund services, and back-office teams.