Financial Operations & Analysis Co Op

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 to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject- matter expertise.

The Co-op will focus on responsibilities within the Financial Operations and Analysis group which focuses on providing revenue reporting and analyses to senior management across the firm. Responsibilities include summarizing and analyzing asset & revenue trends by Product, Client, Investment Style, Team, Portfolio Manager, etc. These responsibilities involve maintaining and updating relational databases and using spreadsheets to create models, analyze the data, and design ways to present it efficiently.

The Co-op will assist in providing supplemental reporting to various departments including the Client Group, Global Accounting, Financial Planning, Product Management, Investment Research, and Portfolio Management. The Co-op will be involved in various ad hoc projects and analyses that will be leveraged by senior management.

• Assume responsibility for updating and distributing various monthly revenue reports and analyses used by groups throughout the firm
• Assume responsibility for automating reports using SQL, Tableau, AI tools, and Python
• Help produce portfolio manager reporting by various attributes including AUM & Revenue
• Use technology to create efficiencies across FP&A
• Respond to ad hoc projects and requests from various groups

• Proficiencies in Microsoft Excel, SQL, Tableau (Python experience is a plus)
• Quick learner with the drive to learn as much as possible about the asset management business
• Strong organizational and time management skills and attention to detail
• Ability to multi-task and work in a challenging fast paced environment
• Excellent written and verbal communication skills and a sense of humor
• Maturity, professionalism, and a high level of discretion are required

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.   

Base salary is only one component of Wellington’s total compensation approach. 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)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.